PROSPECT RESEARCH TRACKING IN BENEFACTOR

CHRIS MILDNERDEBORAH LINVILLE

PORTLAND STATE UNIVERSITYJUNE 26, 2001

CONNECTING THE DOTS…

WHAT IS PROSPECT RESEARCH?

DISCOVERING PEOPLE AND ORGANIZATIONS WITH

¤ FINANCIAL CAPACITY AND

¤ AFFILIATION(S) OR

¤ INTEREST(S)

TO SUPPORT A NON-PROFIT ORGANIZATION

RESEARCH MANAGEMENTMAXIMIZING USE OF THE DATABASE TO:

DATA MINE (PROSPECTING)

MAKE CONNECTIONS (AHA!!)

MANAGE INFORMATION

PROVIDE INFORMATION IN AN ORGANIZED AND TIMELY FASHION

PLAN WORK

FINANCIAL CAPACITY

PRT CLEARANCE CODES TRACK RATINGS AND CREATE THE PROSPECT PYRAMID

USUALLY ESTABLISHED FIRST

ASSET TRACKINGMPF SOURCES OF WEALTH

BECAUSE ASSET INFORMATION BECOMES OUTDATED: ALWAYS INCLUDE A DATE DON’T INCLUDE THE VALUE

CONNECTING THE DOTS

WHO WORKS WITH WHOM (CFE, CFC)

WHO VOLUNTEERS WITH WHOM (AFF)

WHO WENT TO SCHOOL WITH WHOM (REL, SRK)

WHO IS CLOSE TO WHOM: (REL)

WHO SUPPORTS WHAT (MPF)

WHO’S INTERESTED IN WHAT (DONI)

WHO CAN OPEN DOORS FOR WHICH PROJECT

WITH WHOM?

WHO WORKS WITH WHOMCFCI: ORGANIZATIONAL NETWORKS

WHAT ARE THEIR OVERALL AND UNIT ROLES?

WHO ARE OUR PRIMARY PLAYERS?

CFC ROLE CODESHIGH LEVEL GLOBAL ROLES: for ANY or ALL units ¤ Board Member (BDM)¤ Designated Contact (DES)¤ Key Executive (KEX)

SPECIFIC GLOBAL ROLES: with a specific purpose for ANY or ALL units

» Marketing/Public Affairs Contact (MPA)» Corporate Contributions Contact (CON)» Grants/Contracts Contact (GRN)» Sponsorship Contact (SPN)» Continuing/Executive Education Contact (CEE)» Scholarship Coordinator (SCH)

UNIT SPECIFIC ROLES: for specific units SBA CECS NAC

MULTIPLE ROLES POSSIBLE: INQUIRY VIEW IN EMPI

RELI: WHO IS CLOSE TO WHOM

BESIDES THE USUAL FAMILY SUSPECTS, WE TRACK...NEIGHBORS FRIENDSADVISORS MENTORSCOLLEGE CHUMS BUSINESS ASSOCIATES

OTHER SIGNIFICANT RELATIONSHIPS

WHO WENT TO SCHOOL WITH WHOM

o SRK USED TO TRACK HIGH SCHOOL CHUMS USING A COMBINATION OFTHE TYPE AND CODE CODES

o PULL LISTS ACCORDING TO THE CODE CODE

WHO VOLUNTEERS WITH WHOM

NON-PROFIT INVOLVEMENT IS TRACKED IN AFF

PSU BOARDS, AWARDS AND STUDENTACTIVITIES ARE TRACKED HERE ALSO

WHO SUPPORTS WHATGIFTS TO OTHER NON-PROFITS ARE TRACKED IN MPF

THE AFF CODES ARE ALSO USED IN MPF PHILACT.TYPES

AFF/MPF SMART CODING

XA arts/humanities XO socialXC community service XP professionalXD trades XR religionXE education XS science/technologyXG government XT sports/athleticsXH history/culture XU urban planning/developmentXJ law XV militaryXL workforce XW wildlife/conservationXM medical XX see SRK(other affiliations)XN ethnic XY youth

CODES ARE CATEGORIZED THEN NUMBERED FOR EASE OF DATA MINING

X SIGNIFIES AN EXTERNAL AFFILIATION

XAFF REPORTS

NETWORKING: COMPLEX REPORT INCLUDING¤ EMPLOYMENT¤ AFFILIATIONS¤ GIVING TO OTHER ORGANIZATIONS

BOARD ROSTERS: SIMPLE LISTS FORINTERNAL AND EXTERNAL AFFILIATIONS

WHO’S INTERESTED IN WHAT

§ DONI TRACKS GENERAL INTERESTS AND GRANT TYPES

§ CODES ARE DERIVED FROM FOUNDATION CENTER INTEREST CATEGORIES

OTHER WHOS AND WHATS

DEG OTHER EDUCATIONPHN PROFESSIONAL HISTORYXAFF OTHER EXTERNAL AFFILIATIONS REL RELATIVE INFORMATION (No Ben records)XAWD EXTERNAL AWARDS & HONORSBIO BIOGRAPHICAL INFORMATIONTLIST TOP LISTS

TRACKING PROCESS

• IDENTIFY PROSPECT THROUGH » RESEARCH» VOLUNTEER» STAFF

• DISTRIBUTE NAMES TO STAFF FOR COMMENT AND INDICATION OF INTEREST

• SCHEDULE AND CODE REVIEW MEETINGS

• RESEARCH CODING: QUALIFICATION/WATCH LIST

• PROSPECT CODING

TRACKING POTENTIAL PROSPECTS

MPF PROSPECT.STATUSES TRACKS RESEARCH STATUS QUALIFICATION WATCH LIST DISQUALIFIED DISCONTINUEDAS WELL AS PROSPECT STATUS

SCHEDULING PROSPECT REVIEW

MPC IS USED TO TRACK UPCOMING PROSPECT AND CABINET REVIEW MEETINGS

REPORTS ARE PULLED BY USING REMINDER.STATUSES AND MPF PROSPECT.STATUSES CODES

?QUESTIONS?

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