Philanthropic Research Lightning App in Education

Philanthropic research is the foundation of strategic donor engagement. It empowers advancement professionals to understand the motivations, values, capacity, and networks of individuals, households, and organizations.

The Philanthropic Research Lightning app optimizes philanthropic research by enabling you to manage cases, identify raw indicators, review wealth assessments, and examine the overall profiles of donors at a glance. Additionally, create contacts, opportunities, and cases to fuel insights. The app includes these sections.

Cases

Create and manage philanthropic research cases. For example, assign a case to a new owner or add it to a watchlist.

Accounts

Create and manage institutional and person accounts. For example, import accounts and discover new companies using a Lightning Data package. Schedule appointments or create new contacts from an account.

Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in NPSP FAQ.

Contact

Create and manage donor accounts. For example, add a donor to a campaign and send a donor an email.

Contact Profiles

Create and manage contact profiles. For example, review demographic data about a contact such as birthplace and whether the contact is a first generation student.

Party Philanthropic Research Profiles

Create and manage party philanthropic research profiles. For example, identify the researcher assigned to the profile and when the profile was started. See the progression of the profile, including how many artifacts have been collected to date. Review wealth indicators such as the estimated annual wealth growth rate. Review wealth assessments and signals.

Party Philanthropic Indicators

Create and manage party philanthropic indicators. For example, review the estimated value and source of the indicator.

Party Philanthropic Occurrences

Create and manage party philanthropic occurrences. For example, review the estimated value of the occurrence and whether the occurrence was verified or inferred.

Party Philanthropic Assessments

Create and manage party philanthropic assessments. For example, review the assessment type and rating. Use the AI-generated short and extended summaries to quickly identify opportunities.

Party Philanthropic Milestones

Create and manage party philanthropic milestones. For example, review the milestone’s strength and drawbacks. Use the AI-generated short and extended summaries to quickly identify opportunities.

Party Categories

Create and manage party categories. For example, review an account’s classification such as LYBUNT (last year but unfortunately not this).

Interaction Summaries

Create and manage interaction summaries. For example, review an interaction’s purpose and confidentiality.

Donor Gift Summaries

Create and manage donor gift summaries. For example, review a donor’s best gift year and gift count.

Constituent Roles

Create and manage constituent roles. For example, review the role type and effective start date for an account, contact, or individual.