I. Development Research -- The Basics (Before You Hit the Net)
A. Ask Yourself: Why am I here?
And the answer is: To find the 3Cs1. 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
area?
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:
B. Ask Yourself: How do I get started?
And the answer is: Always review in-house resourcesex. 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
VII. Q&A