Business Benefits
Our business clients reply upon us to help them grow their Private Foundation client base. Depending on the needs of a client, we will work with centralized sales, marketing and/or business development teams or with individuals in the field. The information we provide is Internet based so it can be accessed anywhere.
Our business clients recognize that any successful campaign to target new Private Foundation clients will take focus and time. While you may see some quick wins, the sector is conservative and is based on personal and professional relationships which can take time to develop. But for those who are prudent and patient the payoff can be substantial and long-term.
The following are key benefits we provide to them:
Find New Private Foundation Clients
This is the key business benefit we deliver. We can help you identify Private Foundations of any asset size or location anywhere in America. The best part is you can do so with ease using an interactive online map (drilling down by county or city) or by using a series of targeted menus to search.
We encourage our business clients to not over look newly-formed Private Foundations when planning their sales, marketing and business development efforts as every year over three thousand such organizations are created in America representing tens of billions of dollars of new philanthropically-oriented assets.
Identify Individuals Affiliated with Private Foundations
We allow you to search for and identify the associations of individuals who serve as Trustees of Private Foundations. Relationships matter and we can help you connect the dots.
Identify Directors/ Trustees On Boards of Multiple Foundations
If you already have existing foundation clients have you ever wondered which has Directors or Trustees that are on the board of other foundations? Did you know there are over 8,000 Directors / Trustees who are on the boards of more than one foundation? We can show you think linkages in graphic format - connections that could help you initiate and develop new relationships.
Research Financial Information
We allow you to access financial information provided by Private Foundations in their 990PF tax filing. This information is detailed and can include names of asset managers, lawyers, accountants and other service providers.
Conduct Competitive Intelligence
Determine which Private Foundations your competitors are working with. This is easy to do and is extremely insightful.
Ask for "Targeted" Referrals
We can help you identify Private Foundations that already have relationships with law firms, accounting firms and other service organizations that you work with. This allows you to ask for referrals that can most benefit your business.
Consolidate View of Your Existing Private Foundation Client Base
In the case of larger or more highly distributed organizations, we can help you identify Private Foundations that are already clients of your company so that you can have a consolidated view of your Private Foundation client base.
Understand Philanthropic Activities
There is no better way to build trust and develop rapport than to demonstrate a keen interest and knowledge about the philanthropic activities of a Private Foundation. We allow you to research past grants, learn about areas of funding interest, and review recent news articles regarding the foundation.