Guidance on gathering intelligence on potential donors and developing targeted fundraising strategies.

---

📋 STEP BY STEP

Here’s how you can use Change Agent to conduct donor research and analysis, gathering intelligence on potential donors and developing targeted fundraising strategies.

Step 1: Gather Donor Data

Collect publicly available information about potential donors, including their philanthropic history, business interests, and personal connections. This data can be sourced from online directories, news articles, social media profiles, and existing donor databases.

Step 2: Upload Donor Data to Change Agent

Upload the collected data as a file or copy-paste it into the prompt window. If the data is available on a webpage, use the "#https://" method to load the content directly into Change Agent.

• To upload the information as a file
  • Click the “+” symbol to the left of the prompt window
  • Choose your file

•  To load the information from a webpage
  • Copy the entire URL (NOTE: if the URL is for a Google Doc or other cloud service, make sure that sharing is set to “Anybody with the link”)
  • Type “#” into the Change Agent prompt window and paste your URL immediately after the “#”
  • Click on the gray dialog window that says #[URL] to load the information

 

Step 3: Prompt Change Agent for Analysis

Ask Change Agent to analyze the donor data, identifying key patterns, connections, and insights. Use a simple prompt such as "Analyze the philanthropic history of [DONOR NAME]" or "Identify potential donors with interests in [SPECIFIC CAUSE]."

Step 4: Review & Refine Analysis

Review the analysis provided by Change Agent and refine it further by asking follow-up prompts, such as "What are the top three causes supported by [DONOR NAME]?” or "Which donors have a history of supporting organizations similar to ours?"

Step 5: Develop Targeted Fundraising Strategies

Using the insights gained from Change Agent’s analysis, develop targeted fundraising strategies tailored to each donor’s interests and giving patterns. This may involve crafting personalized appeals, identifying potential connections or introductions, or creating customized stewardship plans.

---

📘 BACKGROUND

Current Process

Traditional donor research involves manual data collection, analysis, and reporting, often relying on expensive software or time-consuming manual processes. This can lead to incomplete or outdated information, making it challenging to develop effective fundraising strategies.

Opportunity

Change Agent offers a game-changing solution by automating the analysis of large datasets, identifying patterns and connections that may have gone unnoticed. By leveraging Change Agent’s capabilities, fundraisers can:

• Gain deeper insights into donor behavior and preferences
• Develop targeted, personalized appeals that resonate with donors
• Increase fundraising efficiency and effectiveness

Benefits

• Enhanced donor intelligence through automated data analysis
• Personalized fundraising strategies tailored to each donor’s interests
• Increased fundraising efficiency and effectiveness