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How a consulting firm found the right prospect research tool to help their clients reach their fundraising potential.
Ian T. Wells & Associates, LLC, is an independent consulting firm providing prospect research, portfolio management, campaign planning, and related services to a variety of nonprofit organizations. Wells and his colleagues have worked with nonprofits of all sizes and across all sectors on five continents. The company also develops customized strategic solutions for clients to help them reach their true fundraising potential.
The Challenge: Work efficiently and effectively
Wells is contracted for a variety of projects, from training and mentoring prospect researchers on large teams to spearheading prospect development for smaller organizations. In an industry with busy schedules and urgent deadlines, it is vital for Wells and his colleagues to work efficiently and effectively with the time that is allotted to them. As he works with development offices with different goals, it is imperative for Wells to tailor his services and create reliable research profiles that meet the unique fundraising efforts of his various clients. So, he turned to Kindsight.
The Solution: An all-in-one tool for “every aspect of prospect research”
Wells used Kindsight’s iWave product and several other prospect research tools while working at a children’s hospital in Massachusetts, but when he started his company over ten years ago, Kindsight was the first vendor he chose to invest in, because it was such a reliable, multipurpose research tool with high-quality information he could trust. In other words, Wells and his team relies on Kindsight to provide accurate information and quick results for its clients. “Kindsight has set the gold standard in providing researchers with a multi-purpose tool at an affordable price,” he says.
Using iWave, Wells is able to tackle different projects for his clients, all within one platform. “iWave is helpful in every aspect of prospect research,” he says. “From uncovering top prospects to focus on, to building lists of new prospects based on who gives to like organizations, to using real estate information to understand a prospect’s capacity to give, to generating comprehensive profiles on high-net- worth individuals, Kindsight is my go-to solution.”
With Kindsight, Wells and his team can work smarter, save time, and share accurate results with his clients to help them fundraise confidently and turn good prospects into valued donors.
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