Prospecting on a Budget: Identifying your Pipeline through Public Data
Wednesday, September 25, 2019
2:00 PM - 3:00 PM EST
Please note that the link to access the webinar will be sent to registrants in advance of the program.
Feeding qualified individuals into an organization’s pipeline is a key component to prospect research. And while wealth screens through various vendors help to accomplish this task, the price of such services make them a luxury that many organizations are unable to afford. In an effort to mitigate this divide, this webinar will introduce prospecting methods through the use of open data that any organization can take advantage of to help identify the best prospects within their database.
Through the use of open database sources (particularly those that provide data for the New England area), attendees will learn how to use free public data sets to identify wealth and affinity within their organization. At the end of the presentation, attendees will know where to search for open data and how to match their organization’s constituents to individuals of interests in public data sets using Excel. This data can be used to pinpoint the most promising looking prospects, possibly as a smaller subset of data to be sent for a full wealth screening.
Target audience: Anyone who has more records in their database than they can send to a wealth screening, or people new to data analytics looking for free sources of data. No programming skills necessary, but a basic familiarity with Excel and the concepts of formulas is highly recommended.
Steve Grimes is is Director of Development Analytics and Strategy at Jazz at Lincoln Center. He oversees all reporting and analysis needs for senior leadership to help drive decision making around fundraising activities. This role is coupled with ensuring new systems and business practices are implemented on par with leading industry standards to enable JALC’s fundraising goals to be efficiently and effectively me. Previously, he was the Prospect Research Analyst at the ACLU working with the Principal Gifts team in the national office. Steve began his development career in 2006 as a prospect researcher at St. John’s University. He received a Bachelor’s degree in psychology from SUNY at Old Westbury, a Master’s degree in sociology from St. John’s University, another Master’s degree in media studies from CUNY at Brooklyn College, and completed doctoral courses at Rutgers University before deciding to focus solely on his development career.
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