Philanthropy & Wealth

• ​The Coutt's Million Pound Donor Report reached its 10th year in 2017. You can take a look at the annual reports which provides interesting facts and figures on the state of million pound donations in the UK and in key regions around the world.

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• Property specialists Knight Frank release their annual Wealth Report looking at global philanthropy, wealth, property and investment, and luxury spending.

The Prospect Development Company is here to help organisations maximise their potential for fundraising from individual philanthropists, charitable trusts and corporate donors. Here are some great, free resources to help you maximise your philanthropic fundraising potential:

General Major Gift Fundraising and Prospect Research

• Check out our own Facebook Live session on the Trust Fundraising Hub (24 Feb 2020) about prospecting strategies for Trusts Fundraising
  

• ​The Institute of Fundraising (IoF) released their Good Asking​ Report (2017) about why charities research and process supporter information.​

• Nfp Synergy's Major Donor Giving Research Report (2017) provides a synthesis of research into major donor giving.
  

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• ​Good Value's Major Gift Fundraising Report (2013) provides a snap-shot of current practice in the UK non-profit sector
  

RESOURCES & GUIDANCE

The Prospect Development Company

GDPR and Major Gift Fundraising

• ​The IoF and the Fundraising Regulator created several GDPR and Charitable Fundraising spotlight reports including:
  
  • Corporate Fundraising
    
  • ​Trusts
    

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• ​The IoF produced the Connecting People to Causes Report (2018) which provides practical advice to the fundraising community on how they can ensure that their prospect research and major donor fundraising practices are fair and lawful under GDPR.
  

NEW RESOURCES WILL BE ADDED REGULARLY. PLEASE CHECK BACK AGAIN SOON FOR MORE HELPFUL REPORTS AND WEBSITES

Templates

Here are some basic prospect research templates to help you get started:

• Major Donor Profile v1
  
• Major Donor Profile v2
  
• Trusts Profile v1 - COMING SOON
  
• Corporate Profile v1 - COMING SOON
  
• Pipeline Tracker - COMING SOON

Gift Acceptance and Due Diligence

• ​​The IoF released an updated version of their Guidance on Acceptance and Refusal of Donations (2018)
  

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• Human Rights Watch World Report (2019) is the latest issue about the state of human rights practices around the globe. This is an essential resource for international organisations where funding may come from donors overseas.

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• ​Transparency International's Corruption Perceptions Index (CPI)  ranks countries "by their perceived levels of public sector corruption, as determined by expert assessments and opinion surveys. This is another useful resources for international organisations.