Biographical Profiles
"Who do we ask, and how much do we ask for?"
Let the experts at Waltman Associates help.
In the business of institutional advancement, two facts are primary: you
need to know which of the many people in your data base to approach for gifts, and you
need to know how much they can give. A Biographical Profile will give you
information on basic family information, work history, community activities,
suggested personal contacts, and financial capability.
While many organizations in the private sector have prospect research programs,
the extra work is often prohibitive for the regular research staff. Waltman
Associates can eliminate the need for hiring extra staff and give you expert
prospect research in record time.
Gearing up for a capital campaign?
There's always extra work in preparing for that big campaign, whether it's for $1
million or $200 million. You'll need three suspects for every prospect, and
threeprospects for every gift...and that can spell extra years in research hours.
We recommend that you begin the research process 1-2 years before you make the
first fund-raising call. Rather than hiring extra staff, you can contract with
us to get a head start on your list.
Pondering a large research project?
Perhaps you have a large list to research on a short-term basis, and you have
neither the space nor the staff to complete the project. We can complete the
research in less time than it takes to train a new staff member, and at a lesser
cost.
Fees
| Profiles |
Cost |
| 1- 49 |
$200.00 per person |
| 50 or more |
$150.00 per person |
Expenses such as probate court costs, D&B reports, on-line searching and charges
for out-of-state libraries are billed in addition to the above fees.
Time
Most research reports can be completed in 5-10 working days. You will be
consulted about your deadline. Lists of 20 or more prospects may take longer.
Ethics
We subscribe to the ethical standards endorsed by the American Prospect Research
Association. We will not contact the prospect directly or consult any
information which is not in the public domain. Your prospect list will not be
revealed to any third party, and we will consult no sources by which the prospect
can discover the search.
For more information, e-mail
bergq003@tc.umn.edu, call Waltman Associates at (612)
338-0772, or send a fax to (612)905-9536. If your World Wide Web browser
supports forms, you can order Waltman Associates
publications directly from our online order form.
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