Chicago, IL

Wednesday, August 15, 2001





Session URL: http://www.usc.edu/dept/source/Presentations.htm

I. Development Research -- The Basics (Before You Hit the Net)

A. Ask Yourself: Why am I here?
And the answer is: To find the 3Cs

            1. CONNECTION to my organization
            ex. Previous donors? Shared Board members?
            Classic Free Connection Site:

            Edgar Online-People http://www.edgar-online.com/people/

            2. CARING for my organization
            ex. Have they made gifts to similar groups? Do they give in my
            Classic Free Caring Site:

            Guidestar  http://www.guidestar.org

            3. CAPACITY to give to my organization
            ex. What's their largest single annual gift? What are their assets?
            Classic Free Capacity Site:

           Forbes400 http://www.forbes.com/tool/toolbox/rich400/

B. Ask Yourself: How do I get started?
And the answer is: Always review in-house resources

ex. Computer database; paper files; institutional memory
(Ask around!)

Now, go surf

II. Today's Examples

    A. Prospect Examples: Michael D. Eisner & Nancy Ellis Taylor

    B. Sample Form: WealthID

III. Top Sites Part #1: A Guided Tour

Go To: USC Development Research Power Tools           http://www.usc.edu/dept/source/DevResTool.htm

Goal: Explore sources of biographical, philanthropic and asset data

Special Tip: Try News sources first

Special Tip: Free is not always best

Special Tip: Try just a last name search first

Special Tip: Hit the general search engines last (usually)


IV. Ergonomic Break

V. Top Sites Part #2: Special Focus on Stock & Proxy Information

Return To: USC Development Research Power Tools                 http://www.usc.edu/dept/source/DevResTool.htm

Goal: Explore public company financial information

Special Tip: Free is OK

Special Tip: Start with the Proxy

Special Tip: Proxies are great for board lists & bios, too

Special Tip: You can't know everything

VI.  Am I Done Yet?

Goal: To discover how to complete a research report