Private Foundation Information Like Never Before

Client Impact

The value we provide to our clients can be illustrated by viewing the impact we have had in relation to their business, membership or academic research objectives. While in some cases it is difficult for us to track the precise impact (as it has not been measured by our clients) we are able to report their anecdotal feedback.

The following are examples of client impact:

One foundation services firm did a mail out to thousands of foundations and within a period of four months was about to close a number of new foundation relationships representing approximately $500,000,000 in assets.
One foundation services firm did one mail out to new Private Foundations across America and within only a period of 3 months attracted new clients representing more than $20 million dollars in assets.
One foundation services firm increased the size of its Private Foundation client base by 20% during in just its first year working with us.
A large financial services organization identified Private Foundations they were already working with but who we being under serviced; they then put in place a plan to “upsell” these existing clients.
Field representatives of an asset manager were able to research Private Foundations in cities where they were planning to travel to in order to set up additional sales meetings; the result was a doubling of meetings per representative per trip.
One grant making affinity group was able to conduct never-before-possible research into their very high-profile programming area benefiting an entire sector of grant makers.
One regional grant making organization was able to conduct a foundation giving survey of their entire state and to publish and communicate the results to various stakeholders including state government.
One regional grant making organization was able to attract new members to their organization growing it by approximately 10% in two years by mailing out information packages and event invites to new Private Foundations in their region.
A large financial services organization was able to respond to RFPs from foundations in less time with more confidence given the ease of access to vast amounts of information on these organizations we provide.

» Back to Top

Home About Contact
Business Benefits \| Research Benefits \| Database Overview \| Client Impact
» Investment Advisors » Banks & Trust Companies » Asset Managers » Donor Advised Funds » Philanthropy Advisors » Foundations » Foundation Associations » Academic Researchers » Accounting Firms	Client Impact The value we provide to our clients can be illustrated by viewing the impact we have had in relation to their business, membership or academic research objectives. While in some cases it is difficult for us to track the precise impact (as it has not been measured by our clients) we are able to report their anecdotal feedback. The following are examples of client impact: One foundation services firm did a mail out to thousands of foundations and within a period of four months was about to close a number of new foundation relationships representing approximately $500,000,000 in assets. One foundation services firm did one mail out to new Private Foundations across America and within only a period of 3 months attracted new clients representing more than $20 million dollars in assets. One foundation services firm increased the size of its Private Foundation client base by 20% during in just its first year working with us. A large financial services organization identified Private Foundations they were already working with but who we being under serviced; they then put in place a plan to “upsell” these existing clients. Field representatives of an asset manager were able to research Private Foundations in cities where they were planning to travel to in order to set up additional sales meetings; the result was a doubling of meetings per representative per trip. One grant making affinity group was able to conduct never-before-possible research into their very high-profile programming area benefiting an entire sector of grant makers. One regional grant making organization was able to conduct a foundation giving survey of their entire state and to publish and communicate the results to various stakeholders including state government. One regional grant making organization was able to attract new members to their organization growing it by approximately 10% in two years by mailing out information packages and event invites to new Private Foundations in their region. A large financial services organization was able to respond to RFPs from foundations in less time with more confidence given the ease of access to vast amounts of information on these organizations we provide. » Back to Top