Presenter: Mary Chamberlain Associate Director of Grants and Advancement Services, Indiana Tech

 M.A. in Arts Administration from the University of Akron  B.A. in Theatre and Political Science from Baldwin-Wallace University  Non-profit Experience: Great Lakes Theater Festival The Cleveland Foundation The Women’s Community Foundation (Cleveland) The Cleveland Orchestra Lourdes University Indiana Tech

 What is it?  Why is it important?  Who uses it? On a large scale: Universities and Hospitals.

 Perception as intrusive  Board of Trustees understanding  Importance of confidentiality  Donor/Prospect access to profiles

 Current Donors  Prospective Donors or “New” Friends  Foundations & Corporations  Board Member Candidates

 Getting to know your donor.  Introductory visit – similar to a job interview.  Being prepared, knowing interests prior to meeting so you can guide the conversation.

 See handouts…

 Used free, publicly accessible resources.  All information collected from online sources.  In an actual profile, more institutional information would be included in the document.  Average amount of time for profile completion – 3 hours.

 Linkedin  Facebook  Christina Pulawski  CQ MoneyLine  BoatInfo World  Newspaper See handout for more examples…

 Despite research, a face to face meeting can tell you a lot about an individual.  Research post-initial meeting.  Hiding Assets.  Domestic versus International research.

 Data mining  Reporting  Modeling  Segmenting solicitations by “types” of donors  Identifying major donor prospects  Peer reviews  Data appending

 Wealth Engine  ResearchPoint  iWave  Donorsearch  Blackbaud Target Analytics

 APRA Association of Professional Researchers for Advancement Statement of Ethics Indiana Chapter 