Plan

Personal

1) Date of Birth (This resource provides birth date information.)
Harris County Tax Office (http://www.tax.co.harris.tx.us/)

2) Business Title/Employer (These resources provide information about your prospect’s business activity.)

• AMA online doctor-finder – http://www.ama-assn.org/
• BizJournals.com – http://www.bizjournals.com/journals.html
• D&B’s Reference Book of Corporate Management
• Factiva – http://www.factiva.com/
• FEC Information – http://www.tray.com/
• Google – http://www.google.com/
• Hoover’s – http://www.hoovers.com/
• Lexis/Nexis – https://web.lexis-nexis.com/develop
• Martindale-Hubbell Lawyer Locator – http://www.martindale.com/locator/home.html
• Standard & Poor’s Register: Directors & Executives
• Tenkwizard – http://www.tenkwizard.com/
• Marquis Who’s Who

3) Education (These resources provide details about where your prospect attended college.)

• AMA online doctor-finder – http://www.ama-assn.org/
• Factiva – http://www.factiva.com/
• Houston Social Register
• Martindale-Hubbell Lawyer Locator – http://www.martindale.com/locator/home.html
• Tenkwizard – http://www.tenkwizard.com/
• Marquis Who’s Who

4) Children, relatives who attended/donate to our organization, hobbies, etc. (These resources may offer information about social activities and family members.)

• Debrett’s Texas Peerage
• Factiva – http://www.factiva.com/
• Houston Social Register
• Lexis/Nexis – https://web.lexis-nexis.com/develop
• Marquis Who’s Who

Professional (These resources provide information about your prospect’s company activities.)

1) Basic info. on the company

• BizJournals.com – http://www.bizjournals.com/journals.html
• Company website
• CorporateInformation – http://www.corporateinformation.com/
• The Corporate Directory of U.S. Public Companies
• Factiva – http://www.factiva.com/
• D&B Regional Business Directory
• Google – http://www.google.com/
• Hoover’s – http://www.hoovers.com/
• Lexis/Nexis – https://web.lexis-nexis.com/develop
• RedHerring Magazine – http://www.redherring.com/
• Standard & Poor’s Register

2) Company financial information (These resources provide information about the financial status of your prospect’s company.)

• Company website / Annual Report
• CorporateInformation – http://www.corporateinformation.com/
• The Corporate Directory of U.S. Public Companies
• D&B Regional Business Directory
• Hoover’s – http://www.hoovers.com/
• Lexis/Nexis – https://web.lexis-nexis.com/develop
• Standard & Poor’s Register

3) Other professional affiliations (These resources provide information about your prospect’s business affiliations.)

• BizJournals.com – http://www.bizjournals.com/journals.html
• Factiva – http://www.factiva.com/
• Google – http://www.google.com/
• Lexis/Nexis – https://web.lexis-nexis.com/develop
• Tenkwizard – http://www.tenkwizard.com/
• Marquis Who’s Who

To turn research into actionable data, a conversation must take place. Many conversations will follow but the first one is critical. A researcher will either be responding to a request for information or proactively offering up information. In either case the discussion makes the data more relevant. Talking with your client about their research request helps define the actual need and focuses your work. Additionally, it helps the person requesting data think through what they want and what they will do with the information once received.

Proactively suggesting donors or offering up information relevant to your institution needs to be accompanied by your suggestions for using the information. Again, the dialog will help the people receiving the information formulate next steps if needed or understand the impact of the data on the organization.