Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the ninja-forms domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /var/www/html/wp-includes/functions.php on line 6114 Robert Fedderson, Author at CharityCAN - Page 3 of 5
Exporting data found in CharityCAN can be a useful way to add data to your donor database – donation records a donor has made to other organizations, for example – and use third party tools such as Excel to further analyze data. In this guide we will discuss how to export data in CharityCAN.
We will discuss:
Charity Analyst Reports
Prospect Profiles
Integrated Search Results
Donation Records
Political Donations
Corporate Canada Records
Public Sector Salaries
Relationship Path Search Results
Household Data Prospect Profile Records
Charity Analyst Reports
Charity Analyst Reports can be exported in their entirety by pressing the Printer Friendly Version found on the top right of the General tab. Specific sets of data including People and Gifts can be exported by pressing the Export button on their respective pages.
Prospect Profiles
Both user and system generated prospect profiles (found under My Prospect Profiles and Prospect Profiles, respectively) can be exported by pressing the Export button on the top right of the profile.
Integrated Search Results
The following Integrated Search results can be exported by pressing the Export button:
Donation Records
Canadian Who’s Who
Political Donors
Corporate Canada
ZoomInfo
Public Sector Salaries
Prospect Profiles
Donation Records
Donation Record searches can be exported by pressing the export button found directly the Total Records Found number.
Political Donations
Much like Donation Records searches, Political Donation Record searches can be exported by pressing the export button found directly the Total Records Found number.
Corporate Canada Records
Corporate Canada Record searches can be exported by pressing the export button found directly the Total Records Found number.
Public Sector Salaries
Public Sector Salary searches can be exported by pressing the export button found directly the Total Records Found number.
Relationship Path Searches
Relationship Path searches can be exported by pressing the export button at the top left of the page
Household Data Prospect Profile Records
When you do a household data search by postal code CharityCAN returns you a list of prospect profiles associated with that postal code. You can export this list of people by pressing the export button found directly above the list profiles.
The Organization Integrated search is the best way to use CharityCAN to conduct prospect research on a granting foundation and companies. In this guide we will walk you through how to most effectively use the Organization Integrated Search for prospect research. We will discuss:
Searches
Donation Records
Charity Analyst Reports
Corporate Prospect Profiles
Thomson Reuters Compensation Data
ZoomInfo Business Info and Contacts
Searches
To conduct an Organization Integrated Search, select Integrated Search from the left menu under Prospect Research Tools and then select the organization tab. Next, type the name of the organization you are researching (you can filter by city, province, and country, if desired) and press search.
Your search results will be comprised of data from five data sets: donation records, charities, companies, Thomson Reuters, and ZoomInfo. Let’s start by discussing donation records.
Donation Records
The donation records displayed here are the same records you would see if you did a donation record search for the organization’s name. CharityCAN’s donation record database contains around 14 million donation records, pulled from both T3010s (for charity to charity gifts) and announcements, annual reports, and other published documents (for individual and corporate gifts).
If you are in a hurry and want to quickly determine if the organization you are researching is a viable prospect, this is the best place to look. Look at the dollar ranges and types of the gifts. Do a good number of them match your current goals? Look at who is receiving the gifts and their location. Are they a similar organization in a similar location?
Charity Analyst Reports
If you are researching a granting foundation and need to go beyond a simple donation record analysis, select the Charities tab and open the Charity Analyst Report. From here you can review the foundation’s contact information, financial and board information, and most importantly, giving history. Under the Gifts tab, the default view shows you all years of giving history. You can use the dropdown menu to select a specific year. The dynamic gift visualization graphs will automatically update.
Corporate Prospect Profiles
If you are researching a publicly traded company (or one of the 3000 or so larger companies we profile), select the Companies tab and open the Corporate Prospect Profile. From here you can review contact information (including FullContact social media contact info), industry classification codes, financial information, current officers and employee information, and donation records.
Thomson Reuters
Thomson Reuters Compensation Data allows you to see disclosed compensation information for certain people at public companies. Clicking on a name will give a bio of the person and compensation data (if required to be disclosed) broken down into salary, bonus, long term compensation, and stock options.
ZoomInfo
ZoomInfo is a directory of business data including contact information, biographical information, revenue and staffing levels, and press releases. It is a very useful dataset for learning about your prospect, whether it is a person, granting foundation, or a company. ZoomInfo revenue levels and press releases are particularly useful when prospecting small and medium size companies.
The Organization Integrated search makes it easy to pull and review all of the information CharityCAN has on your granting foundation or corporate prospect with a single search. This search can be especially useful when you are prospecting a company that has a charitable arm such as Telus, Canadian Tire or RBC. Much like the Prospect Integrated Search, the Organization Integrated Search is designed to make prospect research easier, faster, and more effective.
Relationship mapping is a visual representation of connections among individual items. Most often relationship maps are used to show how people and organizations are connected, but they can be used to represent connections amongst almost anything. Family trees and workplace organizational charts are examples of relationship maps most of us are familiar with.
Relationship mapping is useful because it allows the mapper to not only visualize connections, but to realize and utilize connections. A person looking at his extended family tree is able to visualize his connection to his third-cousin, realize how he connected to his third cousin , and utilize family members they share connections with to get in touch with her. A manager looking at her company’s organizational chart is able to visualize her connection to an employee in another office, realize how she is connected to the employee, and utilize those connections to solve a work-flow problem.
How can it be applied to philanthropic prospect research?
Relationship mapping has a strong application in philanthropic research. In a world where the maxim ‘it’s not what you know, it’s who you know’ approaches a truism, understanding and using relationships is essential.
Donor networks
Mapping the relationships of a major donor, board member, or friend of the organization provides valuable fundraising intelligence. Depending on the types of relationship you decide to map, you can answer the following questions:
Who are my subject’s immediate family members? (family map)
Who in this network sits on the board of a family foundation? (philanthropic board map)
Who is my subject’s strongest professional acquaintance? (employment/corporate board map)
Has anyone in this network made a $100,000+ gift? (donation history map)
Connecting to donors
Connecting with potential donors is another useful way relationship mapping can be applied to philanthropic research. Picture a scenario where two organizations are both researching a company they feel would make a great sponsor. Organization 1 uses relationship mapping and learns that one of their former board members currently serves on a unrelated board with a VP at the company. Organization 2 has a similar connection, but doesn’t map relationships so is unaware of the connection. All other things equal, Organization 1 has an advantage over Organization 2 in the pursuit of this sponsorship.
Conclusion
Relationship mapping is a simple concept most of us are familiar with in some capacity. Applying relationship mapping to philanthropic research can yield serious benefits. Relationship mapping allows philanthropic researchers to visualize, realize, and utilize connections for the benefit of their organization.
Sometimes prospect research is about looking at list of names and determining propensity, affinity and capacity. This is typically how things work at larger organizations. A near endless stream of names pouring in due to brand recognition, marketing campaigns, event attendee lists, and alumni and patient databases, means that some prospect researchers are never without a name to work on.
For prospect researchers without that level of inbound traffic, early funnel research is an essential part of the prospect research process. After all, you can’t qualify or disqualify prospects you don’t have yet.
In this guide, we will discuss early funnel prospect research and show you how to find new names you can convert into donors.
Donation Records
Searching donation records is the best place to find early funnel prospects. Full stop. Donation records tell you three extremely valuable things:
The causes and organizations the prospect gives to
The dollar ranges the prospect gives in
The geographic location the prospect gives in
A prospect is well on the way be being qualified if he or she is:
Giving to organizations with missions similar to yours
Giving in dollar ranges that meet your objectives
Giving in the geographic area your organization positively impacts
Location
Proximity based prospect research mainly relies on a single assumption: If my prospect lives in the area my organization positively impacts, he or she is more likely to make a gift than some who does not live in the area my organization positively impacts.
Reviewing biographies (especially if they are electronic and searchable) is a fantastic place to find early funnel prospects for two reasons. One, people who have biographies tend to be wealthy, influential, or both. This is especially true of biographies found in collections such as Canadian Who’s Who. Two, a biography can give you useful information that will help you qualify or disqualify the prospect.
The following questions are instructive when searching and reading biographies:
Was the person born in the city or town my organization is active in?
Does my organization have a strong group of supporters that attended that same school as the person? Is there anything about this person’s education history that connects him or her to my organization?
Does this person currently live in the same city my organization is active in?
Is there anything about this person’s career highlights that suggest a possible connection with my organization? Keep an eye out for phrases that indicate the person championed certain causes at his or her organization. If your mission ties into those causes you could be well on your way to finding a new prospect.
Is there anything about this person’s personal life that suggests a possible connection with my organization? Phrases such as “lifelong interest in the arts” and “strong commitment to at risk youth” are what you want to look for here.
Connections
Mining your organization’s connections is an extremely effective way to find early funnel prospect. Almost all boards have a fundraising mandate, even if it isn’t explicit. Talk to your board members. Ask them about their personal and professional networks. Relationship mapping is a fantastic way to both mine and visualize those connections. Follow the links below for more on relationship mapping:
Whitney Neilson is a Stewardship and Donor Engagement Officer at Stevenson Memorial Hospital Foundation in Alliston, Ontario. Whitney uses CharityCAN to conduct research on current and prospective donors. Whitney and the Stevenson team are long time CharityCAN users and we are proud to feature Whitney in our latest Power User Profile.
Use
I use CharityCAN as the starting point for all of my prospect research. Typically, I start with the Integrated Search to see if I can find the right person. I look at their giving history through their donation records, see if they’ve given politically, check their corporate history, and any charity boards they sit on. Then I move to Household Data (if I have their postal code, address, or city at least) to see the estimated worth of their home, as well as the average income in that area. If I then feel this person is a potential donor, I add their profile to my list of prospect profiles. I also use the Integrated Search to update research that was done in the past on current donors and prospects.
Features
My favourite things about CharityCAN are the Household Data tool and the Integrated Search. Household data allows me to quickly see household net worth, income levels and average donation amount. This is excellent for helping to determine capacity in a way that I can’t find elsewhere. Integrated Search allows me to sea person’s donation records, public sector salary, charity boards, etc. all on one screen in, rather than searching them individually like in some other tools I use.
Data
Household Data, ZoomInfo, Donation Records, and Public Sector Salaries are the datasets I use the most.
In Action
One story that comes to mind is a donor who had been giving at the $1,000 level for a couple of years. CharityCAN allowed me to discover this donor had been giving much larger donations to other organizations. I would never have been able to find these gifts elsewhere. We worked with the donor, engaged them, and were able to secure a six-figure gift this year, with another six-figure gift expected for next year. And both gifts support a project that we have been having trouble finding major donors for. This was a big win!
If you would like to be a featured power user email us at info@charitycan.ca!
