Data & Research

Creative Fundraising Advisors uses an art and science approach to help organizations leverage data for fundraising. Through numerous research databases, sophisticated segmentation, and modeling methods, we ensure that you are reaching the donors and prospects most likely to take action.

Database Analysis & Hygiene

We assess the quality of an organization’s donor data and determine the infrastructure that is supporting fundraising efforts. CFA’s data audit looks for data hygiene in areas such as demographic data, key data points, portfolio usage, and moves management processes.

Wealth & Philanthropic Screening

We provide an in-depth look at the giving capacity and philanthropic inclination of your donors using databases such as DonorSearch, LexisNexis, iWave, Foundation Directory, and Melissa Lookups. This information is necessary for prioritizing development work, strategizing specific prospects, and segmenting your database for appeals.

Yield & Inclination Analysis

CFA’s proprietary Yield & Inclination Analysis enhances the Wealth & Philanthropic Screening by combining your database’s engagement and giving data (membership, event attendance, and designations such as former board members) with the wealth screening results. In doing so, we are able to create a customized inclination scoring system that highlights your best prospects.

Top Prospect Prioritization & Segmentation

Using your database, we can prioritize top prospects and provide segmentation recommendations for targeted appeals and other fundraising initiatives. Additionally, we can identify new major and principal gift prospects and help build and optimize prospect portfolios.

Workshops & Training

We can design and lead customized database training and workshops for your staff. We provide one-on-one, small group, and large group training that includes building a data infrastructure and focusing on data hygiene and integrity. We have specific expertise in Raiser’s Edge, Tessitura, Altru, and Bloomerang.

Prospect Research Profiles

We can provide prospect research profiles that highlight a prospect’s biographical information, philanthropic gifts, and wealth capacity. We provide research on individuals, companies, trusts, and foundations.

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