"Frances was referred to me by a trusted colleague and I could not be more pleased with the quality of her work.  Her approach to prospect research is thorough, thoughtful, and creative.  Her ability to summarize and present a great deal of complex information in a form and format that is easy for staff and key volunteers to use is appreciated by all.  She has been an important member of our team for our clients and her research has made a difference — and an impact — in helping our clients formulate just the right cultivation and solicitation strategies.  She is a real pro and we feel extremely fortunate to have her professional expertise."

Christine H. Dohrmann, President
Dohrmann & Associates

Advancement Research

Advancement Research for Nonprofits provides prospective donor research on individuals,corporations, and foundations. The depth of the research is tailored to the client's needs for their fundraising objectives.

Projects have included:

  • Individual profiles, prospective board member profiles, charitable giving profiles, and asset identification profiles
  • Foundation profiles
  • Corporation profiles

Sample Individual Profile Fields:

  • Residence
  • Business Affiliations
  • Previous Business Affiliations
  • Affiliations to Client's Organization
  • Giving History and Interests to Client Organization
  • General Giving History and Interests
  • Recent Contacts with Client Organization
  • Networking with Client Organization
  • Personal Information
  • Business Affiliations
  • Business/Community/Social Affiliations
  • Financial Information

A sample profile is available upon request.

The profile format can also be tailored to the organization's needs.