Profiling allows you to understand a prospect better, to ensure you engage with them in the best way. It can be as extensive as it needs to be: from simple event biographies, to dossiers outlining career and philanthropy history; to full network mapping exercises detailing links to high value opportunities

Identifying prospects is essential to a successful major giving programme. By assessing information already held by your organisation and augmenting data from numerous resources, it is possible to develop a strong and diverse pool to suit your specific needs and enable your ambitions.

It is crucial to ensure that any potential partner you work with is fully aligned with the mission and values of your organisation. By understanding concerns such as legal issues, negative sentiment, sanctions and geo-political activities, you can confidently judge the associated risk of working with a prospect. We can help to provide thorough analysis and make recommendations to align with your goals.

In high-value fundraising, establishing best practice guidance and processes will ensure you can follow a framework to success. We can help advise upon operational activities such as establishing organisational prospect research and management policies, data protection processes, and departmental reporting initiatives.

While prospect research is a key driver to successful major gift fundraising, managing the information that is discovered is of equal importance. We would work to ensure your systems are developed to capture the key information, allowing for effective pool management and pipeline reporting.

At Marble we have extensive experience of working directly with teams to provide bespoke training in our areas of expertise. This ranges from half-day training sessions to formal coaching and mentoring. A useful option for organisations without an in-house dedicated prospect research function.