Every donor is unique — and a generic ask is a missed ask. Research tells us that major donors lock in on meaning and purpose, becoming experts at giving. Your best chance to collaborate with them is to channel that purpose. Giving Geek builds individualized profiles that make every conversation more intentional and every solicitation more likely to succeed.
In one engagement, wealth screening of an organization’s existing U.S. donor base surfaced over $400 million in philanthropic capacity among people they already knew. They were capturing less than 2% of it. Research doesn’t find new donors — it shows you what’s already in front of you.
We surface the best major gift prospects in your donor file — scored by capacity, affinity, and connection to your mission.
Capacity alone doesn't close a gift. We analyze each donor's connection to your work and identify the right entry point for cultivation.
We help you build and sequence a working prospect portfolio your team can act on immediately.
Using public records and philanthropic databases, we build an evidence-based picture of what each prospect can give.
Each profile gives you a recommended ask range, cultivation notes, and a suggested approach — ready for your next meeting.
These samples show both deliverables. The Brief gives your development team the full picture — capacity, history, and cultivation strategy. The Caller Card strips it down to what the board member needs in the room. Names and details are illustrative — actual profiles are built from verified research on your real prospects.
A lifelong alumna and board trustee with $3.2M in career giving and a $5M naming opportunity on the table. Capacity analysis, campaign readiness, and cultivation strategy.
A mission-aligned member giving $75K annually elsewhere — and $2,500 here. This profile shows the gap between capacity and current giving, and exactly how to close it.
A board member, foster parent, and pro-bono veterinarian who has never been asked at the right level. Relationship depth, wealth data, and a named-opportunity ask.
Let’s talk about your organization and what the right engagement looks like. No obligation — just a conversation.
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