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We have solutions for all your research needs.
Click on our list of client needs and services below and
competitive rates for information on our discounts.

Client Need Research Service
I need a list of prospect names. Prospect Identification:
Prospect Review Table
I have a list of prospects, but I want to confirm that they are a good match for our organization. I also want to determine at what level they can donate. Wealth Indicator
I have invited some new prospects to an event, but I would like some background information on these individuals before meeting them for the first time. Event Attendee Biographies
I will be approaching a prospect for a donation, but I need more information to determine my solicitation strategy and what size donation I will request. Prospect Research Profile
Our organization would like to create its own prospect research department. Prospect Research Training for Researchers - The Essentials
Our organization has a prospect research department, but we would like fundraisers and their support staff to handle basic research requests.
and/or
We would like to promote the services of our prospect research department to heighten our profile within the organization.		 Prospect Research Training for Fundraisers - The Basics
Our information needs are unique and do not correspond to the needs listed above. Customized Research

Rush service is available for most services at a premium.
Please inquire at rushserv@prospectresearchexperts.com or 416-230-1998.

Other Services: Grant Proposal Writing and Fundraising Strategic Planning - Campaigns / Organizational Development



CLIENT NEED: List of prospect names
RESEARCH SERVICE: Prospect Identification - Prospect Review Table
DESCRIPTION: Includes a list of prospect names and their:
  • Affiliations to your organization (donor history, volunteerism, event attendance, connections to your Board)
  • Philanthropic interests and donations or volunteerism to other organizations (in particular, organizations that are similar to your organization)
  • Giving capacity (by examining public wealth information)


    • Typically, a prospect review table is prepared for prospect review meetings with an organization's top fundraising staff and its volunteers / board members. At these meetings, next steps are determined and prospects are moved from the identification phase to either the cultivation or solicitation phase of relationship-building.

    COST: Inquire by phone at 416-230-1998 or by e-mail at quotes@prospectresearchexperts.com
    Review our competitive rates for information on discounts.

    TO ORDER:
  • First Time Clients, please contact us by phone at 416-230-1998 or by e-mail at newclient@prospectresearchexperts.com to discuss in detail our services, rates, discounts (including a new client discount of 7%) and to create a client account.
  • Current Clients, please use our online order form or e-mail orders@prospectresearchexperts.com



    • CLIENT NEED: Giving Interests and Giving Capacity of a Prospect
    RESEARCH SERVICE: Wealth Indicator
    DESCRIPTION: A briefing document that identifies a prospective donor's giving capacity and giving interests. Includes (for an individual prospect):
  • Career history
  • Affiliations to your organization (donor history, volunteerism, event attendance, connections to your Board)
  • Giving capacity - determined by reviewing public wealth information
  • Philanthropic interests and donations or volunteerism to other organizations (in particular, organizations that are similar to your organization)


    • Typically, a fundraiser requests a wealth indicator to confirm that an individual is a prospective donor.

    COST: Inquire by phone at 416-230-1998 or by e-mail at quotes@prospectresearchexperts.com
    Review our competitive rates for information on discounts.

    TO ORDER:
  • First Time Clients, please contact us by phone at 416-230-1998 or by e-mail at newclient@prospectresearchexperts.com to discuss in detail our services, rates, discounts (including a new client discount of 7%) and to create a client account.
  • Current Clients, please use our online order form or e-mail orders@prospectresearchexperts.com



    • CLIENT NEED: Biographical Information on Event Attendees
    RESEARCH SERVICE: Event Attendee Biographies
    DESCRIPTION: A briefing document comprised of mini-bios for event attendees.
    Includes (for each attendee):
  • Career history
  • Affiliations to your organization (donor history, volunteerism, event attendance, connections to your Board)
  • Philanthropic interests and donations or volunteerism to other organizations (in particular, organizations that are similar to your organization)


    • COST: Inquire by phone at 416-230-1998 or by e-mail at quotes@prospectresearchexperts.com
    Review our competitive rates for information on discounts.

    TO ORDER:
  • First Time Clients, please contact us by phone at 416-230-1998 or by e-mail at newclient@prospectresearchexperts.com to discuss in detail our services, rates, discounts (including a new client discount of 7%) and to create a client account.
  • Current Clients, please use our online order form or e-mail orders@prospectresearchexperts.com



    • CLIENT NEED: Comprehensive Report for a Solicitation Meeting
    RESEARCH SERVICE: Prospect Research Profile
    DESCRIPTION: A comprehensive report on an individual, corporate, or foundation prospect.

    An Individual Research Profile includes:
  • Detailed biographical information (age, education, career history, family, personal interests, awards or honours)
  • Affiliations to your organization (donor history, volunteerism, event attendance, connections to your Board)
  • Giving capacity - determined by reviewing public wealth information
  • Philanthropic interests and donations or volunteerism to other organizations (in particular, organizations that are similar to your organization)


    • A Corporate or Foundation Research Profile includes:
  • Corporate or foundation summary and description
  • Corporate or foundation history
  • Affiliations to your organization (donor history, volunteerism, event attendance, connections to your Board)
  • Executive Information (officers, directors, or trustees) and their affiliations to your organization and your Board
  • Public Financial Information
  • Philanthropic interests and donations or volunteerism to other organizations (in particular, organizations that are similar to your organization)


    • Typically, a research profile is requested in advance of a scheduled solicitation meeting with a prospect.

    COST: Inquire by phone at 416-230-1998 or by e-mail at quotes@prospectresearchexperts.com
    Review our competitive rates for information on discounts.

    TO ORDER:
  • First Time Clients, please contact us by phone at 416-230-1998 or by e-mail at newclient@prospectresearchexperts.com to discuss in detail our services, rates, discounts (including a new client discount of 7%) and to create a client account.
  • Current Clients, please use our online order form or e-mail orders@prospectresearchexperts.com



    • CLIENT NEED: Building a Prospect Research Department - Training New Research Staff
    RESEARCH SERVICE: Prospect Research Training for Researchers - The Essentials
    DESCRIPTION: Five session training package for new research staff.
    Includes:
  • Session 1: Introduction to Prospect Research
  • Session 2: Research Services and Resources (human and research resources)
  • Session 3: Hands-On Training (wealth indicators and individual prospect research profiles)
  • Session 4: Hands-On Training (corporate and foundation prospect research profiles)
  • Session 5: Prospect Identification and Prospect Review Tables


    • COST: Inquire by phone at 416-230-1998 or by e-mail at quotes@prospectresearchexperts.com
    Review our competitive rates for information on discounts.

    TO ORDER:
  • First Time Clients, please contact us by phone at 416-230-1998 or by e-mail at newclient@prospectresearchexperts.com to discuss in detail our services, rates, discounts (including a new client discount of 7%) and to create a client account.
  • Current Clients, please use our online order form or e-mail orders@prospectresearchexperts.com



    • CLIENT NEED: Delegating Basic Research Requests and/or Promoting our Prospect Research Department
    RESEARCH SERVICE: Prospect Research Training for Fundraisers - The Basics
    DESCRIPTION: One day training session for fundraisers and/or their support staff.
    Includes:
  • Prospect research defined and its role within your organization
  • Review of free Internet resources that can provide answers to quick questions and uncover a prospect's giving interests and giving capacity.


    • COST: Inquire by phone at 416-230-1998 or by e-mail at quotes@prospectresearchexperts.com
    Review our competitive rates for information on discounts.

    TO ORDER:
  • First Time Clients, please contact us by phone at 416-230-1998 or by e-mail at newclient@prospectresearchexperts.com to discuss in detail our services, rates, discounts (including a new client discount of 7%) and to create a client account.
  • Current Clients, please use our online order form or e-mail orders@prospectresearchexperts.com



    • CLIENT NEED: Not Identified in the Services Listed
    RESEARCH SERVICE: Customized Research
    DESCRIPTION: No research project is too big or too small! From quick requests (finding current contact information for donors or prospects) to in-depth ongoing research projects.
    COST: Billable by the hour. Inquire by phone at 416-230-1998 or by e-mail at quotes@prospectresearchexperts.com
    Review our competitive rates for information on our discounts.

    TO ORDER:
  • First Time Clients, please contact us by phone at 416-230-1998 or by e-mail at newclient@prospectresearchexperts.com to discuss in detail our services, rates, discounts (including a new client discount of 7%) and to create a client account.
  • Current Clients, please use our online order form or e-mail orders@prospectresearchexperts.com



    • CLIENT NEED: Grant Proposal Writing or Fundraising Strategic Planning - Campaigns / Organizational Development
  • These services are charged at an hourly or daily rate. For more information, please call 416-230-1998 or e-mail services@prospectresearchexperts.com.


    OTHER SERVICES: For information on our research services to the private sector, contact us at 416-230-1998 or services@prospectresearchexperts.com.


    Home What is Prospect Research? Our Services Competitive Rates Order Form Contact Us Are you an Expert?