audits

PCR conducts audits of research departments and development offices to determine if current staffing levels, skills, organizational structures and resources are maximizing the organization’s revenues and are adequate for a capital campaign. Audits also uncover and focus the organization's prospecting and cultivation efforts on the most productive new and existing constituencies.

staff & board training

The firm provides training to an organization’s staff to improve the scope and reliability of information discovered. This includes making recommendations on the use of new resources, such as database screening, and other online research services. PCR also coaches volunteers and senior staff on cultivation and solicitation strategies.

Research & strategy development

PCR uses its expertise in research and strategy development to:

• Identify prospective board members and campaign leadership.

• Mine an organization's existing donor database for major gift prospects.

• Identify new value-aligned prospects.

• Upgrade giving levels of existing donor base.

• Prepare individual research profiles to assess giving capacity and interest.

• Craft solicitation strategies to maximize ask levels and identify the best person(s) to make the approach.

• Discover key decision makers, philanthropic history and potential contacts at corporations and foundations.

• Recommend corporate prospects for marketing sponsorships and event underwriting.

• Advise whom to approach as honorees, co-chairs, and committee members for benefits.

• Rate and prioritize top prospects to determine who should get personal attention while maximizing staff time.

• Conduct campaign feasibility studies and create a pool of prospects.

• Set up and build major gift programs, capital and special campaigns, and design and implement fund-raising programs for new nonprofits.