prospect research, corporate research, foundation research, donor research, nonprofit research, charity research, prospect management, donor prospect research, fundraising research, affordable research, planned giving, annual giving, major gift, fundraising, nonprofit

Heather Willis, Owner - Willis Research Services
1246 Buffalo Canyon Road, Buffalo, Montana 59418
Phone: 406-374-2485
E-mail: info@willisresearchservices.com

In-Depth Individual Profiles | Corporate Profiles | Foundation Profiles
Profile Updating | Training & Consulting | Other

In-Depth Individual Profiles

Do you have a list of names but no idea where to start? Research those individuals to determine where they rank and how to be most efficient with your time. Our individual profiles will paint a picture of your prospect. The profiles may include:

Contact information
Biographical information
Business affiliations
Philanthropic activity
Visible assets
Foundation connections
Recent news
Interests
Other public information that may benefit the cultivation process

Corporate Profiles

Learn more about the local businesses in your area and which ones would be willing to fund your project. Target large national and international corporations with the information you need to align with their interests and funding programs. The Corporate Profile will give you detailed information about the prospective business, including:

Contact information
Mission statement
Guidelines and application process
Key employees and board members
Financial information
Important news
Philanthropic activity

Foundation Profiles

Most foundations are required to give away 5% of their assets. You can be successful in the often competitive world of grant writing when you have the necessary information to target a foundation’s giving patterns, deadlines, and interests. Our profiles provide quality, comprehensive information, including:

Contact information
Purpose
Vision
Interests and programs
Guidelines and application process
Board members
Financial information
Important news
Recent giving history

Profile Updating

Profiles need to be updated occasionally. Using the original profile we can:

Run quick searches on the information to confirm that it is still true.
Update details that have changed.
Add new information that has surfaced.

Training and Consulting

Training sessions can be designed around any skill set, including:

General search methods.
How research fits into fundraising.
Developing strategies, specific databases and wealth indicators.

Other

We are flexible and can meet most of your needs when it comes to prospect research. Please contact us with a specific question or idea.

Please call us at (406) 374-2485 or e-mail info@willisresearchservices.com to discuss your project and receive a quote.