[APRA-NW] New member - research questions

Sherri Green sgreen at youthranch.org
Thu Apr 6 08:07:46 PDT 2017


I would love to hear your replies, we are in the process of migrating to Salesforce and are wanting to put some research tools in place as well.

Sherri Green
Senior Administrative Assistant
Department of Development

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Promising futures.


Boise Administrative Offices
5465 W. Irving St. • Boise, ID • 83706
P 208.377.2613 F 208.377.2819
www.youthranch.org<http://www.youthranch.org/> • sgreen at youthranch.org<mailto:sgreen at youthranch.org>

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From: APRA-NW [mailto:apra-nw-bounces at mailman13.u.washington.edu] On Behalf Of Lisa Ernst
Sent: Thursday, April 06, 2017 9:03 AM
To: apra-nw at u.washington.edu
Subject: [APRA-NW] New member - research questions

Dear APRA members,
I am just getting back into prospect research after 5 years of being away. I was asked by my previous employer (Healing Center - Seattle) to assist them in building a research department and help find donors who can contribute a significant gift. There is no reserve fund at this time, they are in need of help.
What are some suggestions on the best way to approach this issue?

What are some of the most current free based sources that are currently being used?
IWave is the fee based source being used... any other suggestions?
When I worked for this organization they had just started to use Salesforce; there still seems to questions on how to create reports for research purposes.. any suggestions would be helpful?
Not sure if this is the right place to start; so I am just putting this out there.. thank you!
P.S.
I could use a refresher myself; didn't realize how much I've missed this kind of work until now.

Lisa Ernst


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