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  • Who We Are
    • Meet Our Team
      • Marc Misiurewicz
      • Pamela Ayers, MSW
      • Robert Stamp
      • Lauren Apt, MBA
      • Jen Adams
      • Betsy Bringewatt, Ph.D., MSW
      • Nan Burgess-Whitman
      • Amy D’Amico, Esq.
      • Ben Murphy, MS
      • Brad Schreiber, MS
      • Betsy Steehler
      • Luke Trader
      • Deborah Trimble, MS
      • Pamela White
      • Tricia Williams
    • Careers
  • Who We Help
    • Nonprofits
    • Philanthropists & Foundations
    • Corporations
  • Our Services
    • Strategic Planning & Advisory Services
      • Board & Volunteer Management
      • Nonprofit Management & Interim Leadership
      • Philanthropic Advisory Services
    • Fundraising Solutions
      • Annual Giving
      • Capital & Comprehensive Campaigns
      • Grants Management
      • Major & Transformational Giving
      • Planned Giving
    • Donor Engagement & Community Relations
      • Corporate & Foundation Relations
      • Marketing & Communications
      • Stewardship & Recognition
    • Advancement Operations
      • Data Management & Reporting
      • Gift Processing & Fund Administration
      • Prospect Research & Portfolio Management
  • Notes On Giving
  • Testimonials
  • Contact Us
  • Menu Menu

Services: Prospect Research & Portfolio Management

Many organizations do not have the staffing or resources to focus on prospect research and portfolio management, but they’re essential to the success of your development program. Our experts can provide the leads and background information you need to effectively qualify and engage your prospects. We can also ensure your portfolio has the right volume and mix of prospects to produce visits and, ultimately, significant gifts for your organization.

Services Home

We offer full assessment, consultation, and/or educational sessions for the following:

– Assigning solicitors

– Building portfolios to meet gift officer metrics

– Conducting portfolio review meetings

– Data-driven prospect identification

– Does your portfolio have the right “mix” of prospects?

– How to ensure a seamless prospect hand-off

– Identifying your “top 10” prospects

– Prospect bio summaries

– Prospect classification

– Prospect research tools/software

– Reporting for portfolio review/management

– Wealth screening

Contact Us

New York Office:
1 Grove Street
Suite 217
Pittsford, NY 14534
(585) 551-1234

Naples, FL Office:
365 5th Avenue S.
Suite 201
Naples, FL 34102
(239) 330-2591

Fort Myers, FL Office:
9160 Forum Corporate Pkwy
Suite 350
Fort Myers, FL 33905
(239) 789-4706

Email: [email protected]

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