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

2.  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

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

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

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

6.  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.

7.  See handouts…

8.  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.

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

10.  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.

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

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

13.  APRA Association of Professional Researchers for Advancement Statement of Ethics Indiana Chapter  http://www.aprahome.org/p/cm/ld/fid=131 http://www.aprahome.org/p/cm/ld/fid=131