Foundation Analytics, Reporting & Research
Foundation Analytics and Reporting is key to a successful program rollout of new reports, data analysis and market research, and is central in democratizing data and championing the application of reporting and analysis tools.
Analytics and Reporting is responsible for:
- Ad-Hoc Data Reporting
- Standardized Recurring Reporting
- Predictive Analytics and Modeling
Foundation Prospect Management and Research is key to successful research on major gift prospects’ backgrounds, past giving histories, wealth indicators and giving motivations to evaluate a prospect’s ability to give (capacity) and warmth (affinity) toward an organization. This team’s role also involves managing, tracking and reporting on an organization’s activity with its constituent and prospect pools, and making recommendations to positively influence fundraising and campaign activity.
Prospect Management and Research is responsible for:
- Major gift, principal gift and planned giving modeling
- Engagement and affinity scoring
- Researching real estate, business relationships, securities and other philanthropy
- Principal research and data verification
- Managing prospect pool through batch screenings, developing policies, highlighting event participants and recognizing segment opportunities
- Portfolio pipeline reviews and proactive prospecting and prospect life cycle
- Development officer assignments
- Documenting research notes and importing research data to the CRM
- Tracking principal gifts prospects movement
- Contact report/proposal dissemination
Meet the Team
Association of Professional Researchers for Advancement (APRA) is our international professional association.
Submit A Ticket
Request CRM Data in a Custom Ad-Hoc Report
Request CRM Data in a Standardized Recurring Report or Dashboard
Please send all other inquiries to devres@uidaho.edu