Types of Research Requests
You want us to find you an update email for a prospect
Contact info/wealth update
Wealth screening is done how frequently?
Every 2-3 years
You heard from your prospect that they have a new job title and want it update on their profile, which team do you send that request to?
Adv data (Liz and Karl)
Who can drive stick shift?
Adri
You want us to do some general research about a prospect to make sure their profile is up to date
Research Light
What kind of screening is done on a yearly basis?
Parent screening
You want to make a query to pull together a list of folks you want invited to an event
Data management (Cole)
Who has three brothers?
Annabel
You have found a prospect that we have almost no information on, they need a wealth score, a bio added and a profile picture`
Full Research
Name one of the three other scores developed by Campbell and Co
Planned Giving, RLM, or generosity
Your prospect has a spouse that you want a record created for
Data Management (Liz and Karl)
Who has been playing in the same DnD campaign for 6 years?
Adri
President Rivera is going to be meeting a prospect or community member and needs to be briefed before the meeting
Meeting Profile
What does RLM stand for?
Recency, Lift, Monetary
You are curious about an acknowledgement that you see a donor received in a contact report and want more information
Donor relations
Who is left handed?
Annabel
For what kind of research might the research team have to connect with archives?
Naming Committee Research
What are the names of the data bases we use to complete screenings?
Donorsearch and Insightful
You find an issue with the mechanics of slate
ADVIS/ Lloyd
Which member of the research team is a Leo?
Both Adri and Annabel