Planning Studies
Focusing on the core components of personal interviews, prospect
research, focus group meetings and a direct mail survey of the
entire constituency, Trinity's Planning Studies are designed to
encourage participation, determine potential and demonstrate a
research base on which our clients may rely. They also yield data
that indicates whether a successful fund raising and development
program is on the horizon.
Trinity-designed Planning Studies
specifically:
- Identify the attitude of potential prospects
- Gather relevant information
- Solicit opinions and input
- Establish a realistic goal
- Determine the best time to conduct the effort
- Identify top leadership and major gift prospects as well as
potential chairpersons
- Review contribution records thoroughly
- Utilize computerized Prospect Research tools
- Request a one-hour interview with potential leadership and
major gift prospects
- Conduct focus group meetings with active contributors for
advance gifts
- Present a detailed written report of findings
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Prospect Research
The key to successful fund raising campaigns is having the right
information and challenging donors to the best of their ability.
If your current records contain only limited information about a
prospect, such as name, address and date of birth, you may wish to
consider our Prospect Research Division. By gathering relevant
financial and demographic information in dozens of areas relating to
your prospects' ability to give, this team helps determine the best
cultivation approach, tailor specific requests, generate a precise
ask and enhance results.
"Your associate reported
her findings to the committee in writing so that all could easily
understand her recommendations."
Principal Judith A. Dillion
St. John Vianney Parish Family
Janesville, WI |
