Prospect Research Services
We offer research-driven services to help mission-minded teams grow with clarity and confidence. From prospecting to pipeline strategy and project-based support, each service is tailored to your goals—with a collaborative, thoughtful approach every step of the way.
Explore the offerings below to find the right fit for your goals. Need something custom? We’re happy to create a package that works for you.
Prospect Research
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Concise, accurate, and actionable profiles including philanthropic capacity, giving history, affiliations, and key insights.
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Custom research on mission-aligned funders, including giving patterns, contact info, and alignment summary.
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Wealth screenings and data interpretation tailored to your goals.
Lead Generation & Pipeline Development
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Deep-dive into your current prospect list, stage definitions, and portfolio balance with strategic recommendations.
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Custom strategy to uncover new prospects (individuals, foundations, corporations) based on your goals and mission.
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Monthly review of prospects, research prioritization, and check-in calls.
Strategic Initiatives
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On-call research for capital, endowment, or major gift campaigns—flexible hours or flat-rate packages.
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Review and streamline existing data for clarity and actionability.
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Need extra hands for a busy season? I offer short-term coverage or one-time assistance.
Not sure where to start? We’re happy to create a tailored scope based on your goals, timeline, and budget.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!