Resources

As a chapter of the premier organization for fundraising research, analytics and relationship management, Apra-Georgia strives to promote the knowledge-sharing of all tools and resources to assist all members in achieving success. This resource section includes links to many free research tools, listservs, journals, and foundation information, as well as links to research tool vendors, online webinars, and other educational opportunities listed below.




Tips and Tricks for Prospect Research:


Google Alerts - sounds so easy but here is how you set one up:

  1. Go to google.com/alerts in your browser.
  2. Enter a search term for the topic you want to track. ...
  3. Choose Show Options to narrow the alert to a specific source, language, and/or region. ...
  4. Select Create Alert.



Tip on finding old philanthropy reports:

"Name" in quotes and add pdf to find old philanthropy reports. 



The quick and easy guide why we use real estate holdings to figure Capacity. 

Because 80% of the population, real estate is the ONLY piece of data you can find on them readily. 


Basic Formulas for Real Estate Calculations for Capacity


Current Market/Assessed Property ValuesPrimary Residence MultiplierSecondary Residence Multiplier
< $150,0005%7.5%
$500,000 - $999,9997.5%10%
$1,000,000 +10%15%



Business Searches and Executive Searches:

Secretary of State Website (Georgia):

https://sos.ga.gov/index.php/corporations

When you want to know if a business exists and who the possible primary or agent is. Also gives the principal's address which may be the same as the business address. 


Bloomberg.com

Helpful information on executives, even ones that may have retired. Show potential board membership ties. 


Hunter.io

Finds unpublished company emails 


SEC Information:

www.sec.gov

rankandfiled.com
secgems.com


Looking for 990's?:Google Geo chart: 

https://www.irs.gov/charities-non-profits/tax-exempt-organization-search


Other Foundation Information:

Guidestar.org

Provides a well-organized and easily searchable platform for family and company foundations.


​FREE User-Friendly Resources to Create Geographical Data Visualization:

​MS Excel Map chart

  • https://support.microsoft.com/en-us/office/create-a-map-chart-in-excel-f2cfed55-d622-42cd-8ec9-ec8a358b593b
  • https://support.microsoft.com/en-us/topic/microsoft-excel-power-map-edc77108-e2cd-e9ea-37ec-aa3e839b66ef
  • Note: Excel 2013 utilizes Power Map, which was renamed to MS 3D Maps in Excel 2016


Google Geo chart

  • ​https://developers.google.com/chart/interactive/docs/gallery/geochart


 Peter Wylie Papers listed on Academia.edu - including a Prospect Researcher Test!
https://independent.academia.edu/PeterWylie3



Don't forget about APRAHOME.ORG and PRSPCT-L!

​PRSPCT-L is a discussion group and mailing list of subscribers who work in non-profit fundraising, specifically those engaged in prospect research, data mining and analytics and relationship management. Members may include practitioners who work directly in these capacities for a non-profit organization, who are self-employed independent and freelance researchers, or who are employed as fundraisers, consultants and vendors within the industry. This robust membership represents diverse perspectives and can provide opportunities for sharing opinions, views and expert advice. Be open-minded and considerate of the viewpoints expressed by all members, even if these views differ from your own. All subscribers are encouraged to participate in the conversations.


https://www.aprahome.org/prspct-l