Philanthropic IQ: Research Services

RESEARCH SERVICES

At Philanthropic IQ, it is our goal to ensure that you are well-prepared and well-informed. We know that information is only as valuable as it is current so we utilize only the most reliable, thorough, accurate, and most up-to-date sources for donor research. By working with us, you benefit from the same valuable resources that large institutions enjoy without incurring the overhead subscription fees.

Donor Profiles
You have a list of prospects, but how much do you know about these individuals? Do they have the capacity to make a major gift? Would the mission of your organization inspire them to give at a higher level? To what causes or groups is their charitable giving currently directed? Are there relationships or connections that you can leverage to bring them closer to your organization? What is the most appropriate gift level for solicitation? A Philanthropic IQ Donor Profile addresses all of these questions and is your most comprehensive donor research tool.

A Donor Profile provides detailed information on current and past professional experience; board memberships; philanthropic affiliations; charitable giving; wealth indicators including salary, stockholdings, personal foundation information, real estate, and personal property; personal interests and relationships; biographical information; and a brief analysis of the findings. All information is provided on both the prospect and his/her spouse or partner for a full picture of the household capacity and inclination. Be sure to order one in advance of your next donor meeting! View a sample Donor Profile.

Event Annotations
You want to put your best foot forward at an event. It is important to know if the woman sitting to your right is a trustee, long-time donor, or star prospect. Annotations provide talking points and key information for development staff. Each includes the individual’s current position and company, connections to your organization, and a summary of philanthropic interests. Annotations do not include wealth indicators and hence should not be used to qualify prospects.

Prospect Briefs
When faced with a list of names, it is critical to quickly identify your most qualified prospects so that you ensure your time is spent cultivating candidates with the greatest gift potential. A Philanthropic IQ Prospect Brief provides you with capacity indicators so that you can decide whether to move forward with additional research, cultivation, or solicitation. Each Brief includes a prospect’s current employment and wealth indicators in a summary format. View a sample Prospect Brief.

Corporate Profiles
Are you looking to approach a corporation to fund your program? Need an edge? Philanthropic IQ will help you identify the decision makers and ways to connect to them. In addition, we will provide information on how to apply and help you focus your efforts on companies that match your organization’s program area. Philanthropic IQ’s Corporate Profiles provide a complete picture of a company’s charitable giving program including: a detailed profile of the types of programs the company supports, the scale of its gifts, and application criteria; a summary of the company, its financial profile, and a listing of Executives and Directors; and connections between the company’s top management and your organization. View a sample Corporate Profile.

Foundation Profiles
It is no secret that foundations exist to award gifts. The challenge lies in garnering a competitive advantage over the hundreds of other organizations applying for the same funds. Philanthropic IQ’s comprehensive Foundation Profiles outline fields of interest, geographic focus, methods of support, officers and directors, financial information, application criteria and deadlines, and beneficiaries and amounts of previous gifts. View a sample Foundation Profile.