Prospect Research

Have you been thinking about a major donor or capital campaign? Do you need help identifying your most promising prospects? Telosa’s new prospect research module provides you with a simple solution for access to comprehensive and powerful information about your constituents.

Benefits of using Exceed! Premier’s Prospect Research Module:

  • From your Exceed! Premier database, you can use the Prospect Research module to conduct prospect research and integrate the results directly into the appropriate fields in Exceed! Premier. This includes data on donors and prospects.
  • Our Prospect Research module allows you to screen top sources of public data–including real estate, philanthropy, stock ownership and hard assets.
  • It also provides a unique rating system to assist with targeting and segmenting for major gifts, planned giving, and annual fund campaigns and points you to the most promising prospects for your specific fundraising goals.
    The Exceed! Premier Prospect Research module provides you with quick links to your VIPs and adjustable giving capacity rating and scoring.
  • The module also allows you to query, report and export all data provided by
    our partners within Exceed! Premier.