Popular Services

For drops/moves, or other changes to a portfolio.

For capacity rating updates or more in-depth wealth assessment, if appropriate.

Research needed to find contact information, employment information, and/or philanthropy on your tracked prospect

Add or remove Prime or Secondary roles to prospects.

Additional information to be added to the SPI.

Submit your q-rating(s) for updating prospect record(s)

For requesting training by prospect management or prospect research employees for you (or your team)

For help with prospecting, pending availability of researcher

Updating a staff member's resource assignments such as Unit or Gift Intention Specialist.