Prospect Research

You need to find donors for increased giving, a capital campaign or planned giving. Undoubtedly there are good prospects in your database, but how easily can you identify them? Sumac can help you do prospect research!

Find Prospects

Sumac has unmatched searching capabilities. You can customize any search with incredible precision, so identifying ideal prospects for increased giving, capital campaigns, planned giving, or any reason at all is a breeze!

Built-in reports give you the ability to create a quick list of prospects based on commonly used criteria .

Ad hoc reports give you the freedom to define your own parameters for any particular report based on your particular strategy at the time and what you decide is relevant.

Search Builder allows you to build a customized list of contacts using any criteria (e.g. event attendance, demographics, donations). Simply define which contacts to include, and Sumac presents your customized list in seconds.

Sumac Prospecting allows you to do prospect research by creating a custom rating scheme to determine which contacts have the greatest commitment to your organization based on things such as donation patterns, assets, event attendance, and major gifts.

Any one of these approaches lets you rapidly identify contacts who should receive extra attention in future donor cultivation activities and can be used separately or in combination with any other. Here are a few examples:

• You need to secure donations to meet the year end goal. Use built-in reports to identify people who used to donate, but have lapsed in a specified time period. These donors are often a good source of new donations.

• You need to find prospects for increased giving or potential monthly givers. Built-in reports can show you which contacts have maintained or increased their donations over several years. To narrow your search even further, you can use the Search Builder to identify donors who have not been approached about increased giving in the last year.

• You need to find donors for a capital campaign to raise money to renovate a hospice building in Toronto. Use Search Builder to search for contacts who live in Toronto and have connections to the hospice. Use ad hoc reports to narrow your search further to find donors who have given a particular amount. To narrow your search even further, use Sumac Prospecting to find out which of these donors have the strongest commitment to the organization and are wealthy enough to offer a larger donation.

You can do this all with Sumac Roots, Prospecting and Reminders