Best Practices for Prospect Research in Education Fundraising

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Datatel Colleague Advancement

Colleague Advancement, a sophisticated fundraising software package, gives you a 360-degree, real-time view of alumni and corporate prospect information -- that critical wealth, business, and philanthropic data you need to move donors to the next level.

As you move through your fundraising cycle, you can rely on Colleague Advancement for accurate information, time-saving automation, critical wealth data, and community building techniques. 

Identify Your Donors

  • Seamlessly tap into data across your institution – from every department --  strengthening prospect and donor analysis
  • Increase your fundraising efforts without lifting a finger
  • Verify instantly whether a donor’s gift can be matched by their employer or affiliated organization.  We do that with HEP Development Services’ E-Match.

Cultivate Strong Relationships

  • Accelerate giving by building strong, lasting relationships with solid demographics and personalized communications 
  • Spend less time on paperwork and mailings,  and more time on fundraising by using automated processes
  • Capture donor preferences, and effectively track key information for more dynamic campaigns

Solicit the Right Amount

  • Identify hard assets by data mining donor and prospect lists from more than 27 sources, including real estate, philanthropic and campaign gifts, corporate biographies, stock holdings, and other hard-asset databases. We do that with WealthEngine’s FindWealth.
  • Build campaign tree infrastructure and segmentation strategies, and automatically track results throughout the campaign so you know when to make adjustments
  • Efficiently process pledges, gifts, pledge payments, matching gifts, recurring donations, and auto pay pledges

Perfect Your Stewardship

  • Nurture relationships with each of your constituents through strong outreach, specialized services, well planned events, and meaningful communication
  • Track and allocate gifts to honor donors’ requests and easily inform them of the impact their gifts have made
  • Manage your on- and off campus events, and administer any variety of membership programs you offer

Drive Strategic Decisions

  • Don’t wait for your reports – just click and know how your fundraising efforts compare to your goal in easy to read graphical reports
  • Analyze fundraising and alumni data -- campaign status, donor and organization profiles, stewardship, and alumni activity reports
  • See your progress, anticipate changes, and remain agile throughout your various giving programs with Datatel's higher education-specific reports and dashboards

For more information or to see a demo, call us at 1.800.DATATEL. 

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