Tips and tricks for Target Analytics products/services.
Blog Posts
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The past few weeks I’ve had a couple of clients that I’ve been consulting with who are looking for ideas on how to utilize their remaining WealthPoint batch screening records. Then I started thinking that I’m sure this is a common question that many of our ResearchPoint clients must be pondering. Before I give a list of ideas, I first wanted to make sure ... moreCommentsin Tips and Tricks on 06/23/2017 09:45 AM
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Last week I held a webinar to discus merging records - our newest feature in ResearchPoint 4.96. If you didn't have a chance to attend the webinar, you can register and view a recording of that HERE I didn't have a chance to respond to all of the questions so I wanted to do a Q&A post and provide some answers. moreCommentsin Tips and Tricks on 06/15/2017 01:56 PM -
Recently I was working with a Fundraising Essentials client who is on a multi-year subscription of this service. Fundraising Essentials is Target Analytics' basic statistical modeling service to help identify annual and major gift prospects, what the specific potential next ask amount is for each prospect, and their overall identified public ... moreCommentsin Tips and Tricks on 05/31/2017 01:41 PM
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Our new Target Analytics Affluence data is being used by more and more non-profit fundraising shops every day! It’s a unique combination of wealth estimates and philanthropic behavior groups that has applicability not only for major gifts, annual giving, mass solicitation, and direct marketing efforts, but also for planned giving. Check out last week’s post by my colleague Liza Turcotte on annual giving ideas and today's post with some ideas about getting started using Affluence data with planned giving programs. Have you used Affluence data? Let us know in the comments below! moreCommentsin Tips and Tricks on 05/22/2017 05:29 PM -
Learn more about how our newest solution, Target Analytics Affluence, can help you reach the right people using the best message. moreCommentsin Tips and Tricks on 05/16/2017 08:02 AM
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In our ResearchPoint 4.96 release, we are introducing the concept of merging records. Through working with this over the past few weeks, I wanted to pass along a tip that you can do now to hit the ground running when this is released. moreCommentsin Tips and Tricks on 05/03/2017 02:28 PM -
My good friend and well-known planned giving expert Nathan Stelter wrote a blog with this title recently; reminding us that our nonprofit organization can’t be all things to all people. He said “In the end, understanding that frees you to be everything to those who “like you for who you are” (your mission) and earnestly want to “help you do good things in life” (your programming and services). The key then is to focus on building a stronger web of support among those groups.” moreCommentsin Tips and Tricks on 04/24/2017 04:53 PM
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I talk a lot in this forum about recent conversations with clients, and I’ll share another with you today. It’s about one of my favorite topics—making the most of your data. Here’s some background… Annual giving has carried fundraising efforts for one of my clients very successfully, and it will continue to be a dynamic component of their overall ... moreCommentsin Tips and Tricks on 04/11/2017 02:00 PM -
I guess this is where you might use the phrase "great minds think alike" - I was going to write a blog tomorrow about capacity formulas and then saw Deborah Drucker's post today asking about the same thing. So here it is a day early! I love the idea of having the ability to have multiple capacity formulas in RP. Just like every non-profit is not a like neither ... moreCommentsin Tips and Tricks on 04/03/2017 03:48 PM -
The prospect researcher in me loves building queries and of course confirming and rejecting data. However, the lower matching can be a bit of a chore unless you incorporate a few tips! Each resource allows you to choose the column you want to see when you are viewing a prospects record. So for instance with FEC data, the default view may look something ... moreCommentsin Tips and Tricks on 03/21/2017 04:34 PM -
Dynamic conversation between prospect research staff and development officers goes a long way. moreCommentsin Tips and Tricks on 02/15/2017 08:16 AM -
Most charitable organizations don’t realize how much revenue from planned gifts is hidden among their silent donors. For most of you, planned gift revenue is the secret weapon , waiting to be unleashed into your mission budget. Yet, if you’re not cultivating it – asking for it – likely, you’re not getting it…. and I mean that in two of the kindest ways. moreCommentsin Tips and Tricks on 02/07/2017 06:00 AM -
There have been many changes that have occurred over the last few months. One of which is a whole new administration in Washington. I keep thinking about how this impacts the work that we do as fundraisers. This is not about being Democrat, Independent or Republican but rather what are we seeing and what can we predict about how this will impact all of ... moreCommentsin Tips and Tricks on 01/25/2017 12:21 PM -
When time and talent are limited it’s important to use your resources well. ResearchPoint—coupled with good guiding principles for its use—can help you be strategic when researching your top prospects. moreCommentsin Tips and Tricks on 01/17/2017 10:31 AM -
It’s the new talk of town.. if you haven’t heard of “BoomerTrillion” you’re in jeopardy of being behind the times. BoomerTrillion is the now-term used to describe the estimated $1.5 - $6 trillion in charitable gifts expected to be designated to non-profits in the U.S. between 2017 and 2030. moreCommentsin Tips and Tricks on 01/10/2017 04:40 PM -
Despite the long descriptive name, this area of ResearchPoint is very mysterious to most users I speak to. I'd like to demystify this for you and give you some tips on how to make this area in ResearchPoint supplement your existing research. moreCommentsin Tips and Tricks on 01/04/2017 03:35 PM -
Have you wondered how you can utilize your custom predictive models from Target Analytics, specifically AGL and TGR scores? Let’s say you just received your results or you are new to your organization and are seeing these scores in your CRM database? The consulting team here at Target Analytics has developed a helpful resource for your organization ... moreCommentsin Tips and Tricks on 01/03/2017 04:44 PM
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There is no question of the benefits that volunteers can bring to an organization. In 2015 the nonprofit organization Independent Sector valued volunteer time at $23.56 per hour [i] . Beyond the fiscal benefit, volunteers can help you to grow existing programs, create a more efficient workflow, and help increase your base of support. A truly ... moreCommentsin Tips and Tricks on 01/03/2017 11:01 AM -
For those of you in the prospect development world many of you are familiar with Helen Brown and the Helen Brown Group. I had the great pleasure of working with her when we served on the APRA International Board together. She and her staff are true talents and provide a great "wealth" of information to many. There was a brilliant article recently that ... moreCommentsin Tips and Tricks on 12/27/2016 02:03 PM
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Planned giving – sometimes considered the “Cinderella fundraising program” by some organizations – can look intimidating to the untrained. But with an anticipated $1-$2 trillion (with a ‘T”) in charitable gifts expected to be given by the Baby Boom generation over the coming several decades, marketing planned giving concepts is important to your bottom line. moreCommentsin Tips and Tricks on 12/12/2016 03:26 PM -
Even more ideas to ensure ResearchPoint is up-to-date, organized, and ready to support your prospect research efforts! moreCommentsin Tips and Tricks on 12/06/2016 01:30 PM -
Fundraising campaign appeal tracking is an art - but not hard to master. More than just calculating how many people responded to direct mail, it’s a constant series of tests that, over time, allow you to improve the results of your fundraising appeals and increase your return-on-investment (ROI). The Target Analytics’ professional services consulting team often recommends annual fund appeal tests to customers because they enable you to determine which marketing pieces resonate more with your target market , rather than merely relying on guesswork. Called an A/B-split test , it should be a vital component of your annual fund, grateful patient or other mass-market solicitation mailing activities. What a great thing! moreCommentsin Tips and Tricks on 11/22/2016 06:00 AM -
Have you ever used any of the Data Enrichment Services and received an email that your screening is complete and the file is ready for download? Then you plan on getting around to downloading the file, but other work responsibilities take precedence over it and you tell yourself you will get to it eventually. A few weeks roll by and you finally have ... moreCommentsin Tips and Tricks on 11/21/2016 10:50 AM -
Looking for some ideas to start 2017 with a ResearchPoint database that’s up-to-date, organized, and ready to support your prospect research efforts? moreCommentsin Tips and Tricks on 11/15/2016 03:21 PM -
How do we incorporate prospect research into the annual fund and is it even possible? Here are some ideas and please share your thoughts on this subject. moreCommentsin Tips and Tricks on 11/08/2016 09:11 AM -
Check out this helpful article from the Data Enrichment Services team for Raiser's Edge users. moreCommentsin Tips and Tricks on 11/04/2016 12:19 PM -
Last week I was at the Association for Healthcare Philanthropy (AHP) Annual International Conference in the great city of Chicago. I have to admit that the energy in Chicago was electric because their beloved Cubs made it to the World Series. More importantly it was so wonderful to see many of our clients at the conference, as well as discuss our ... moreCommentsin Tips and Tricks on 11/01/2016 03:09 PM -
When your wealth screening results are sparse, it can be hard to know what to do next. Keep reading for a few ideas to jump start your prospect research when WealthPoint isn’t bringing much to your attention. moreCommentsin Tips and Tricks on 10/25/2016 01:37 PM -
Last week I received the most interesting email providing a plethora of information about recent email testing on planned giving topics. Crescendo Interactive, Inc., a well-known planned giving marketing vendor, just published a white paper titled “Experiments in Email Marketing: Principles of Effective Emails Based on A/B Testing” . moreCommentsin Tips and Tricks on 10/04/2016 06:00 AM -
I am often asked to do some micro-segmentation with my consulting clients in ResearchPoint, seeing if WealthPoint data contains information that will help them identify prospects with specific interests or affiliations for campaigns, initiatives, events, or giving programs (planned giving for example). There is a lot of data that can help with ... moreCommentsin Tips and Tricks on 09/28/2016 11:53 AM -
Bonjour , Kalimera, Guten Morgen and B uenos Dias all mean the same thing: “Good morning!” Yet saying the right words to the right recipient changes how you’re perceived and responded to. You won’t likely say “good morning” in Greek when enjoying a croissant on the Champs Elysee – it’s better used when climbing the winding path to the Acropolis in Athens. moreCommentsin Tips and Tricks on 09/21/2016 01:23 PM -
Are you thinking about your year-end appeal? If so, help is a few clicks away. moreCommentsin Tips and Tricks on 09/13/2016 02:39 PM -
Well summer is over and we all know that means that event season is ramping up! Whether it is for football, seminars, house parties or events at your institution this is the time of the year that they ramp up. I remember having to create weekly bios for all those who accepted the "special" inviation to attend a pre-game football party and sitting at the ... moreCommentsin Tips and Tricks on 09/06/2016 05:15 PM -
I got a great question from a client recently--one I bet a lot of us have had—and for that reason it’s been on my mind to bring the question to this group for tips and tricks. I bet there’s some great advice out there, so I hope you’ll share your approach in the comments section. moreCommentsin Tips and Tricks on 08/09/2016 11:45 AM -
Here within the ResearchPoint Learn and Learn for Analytics teams, we value your opinions and comments on how we are doing! moreCommentsin Tips and Tricks on 08/04/2016 11:23 AM -
The importance of professional development for prospect researchers. moreCommentsin Tips and Tricks on 08/03/2016 09:51 AM -
Last week it was the Republicans’ National Convention – this week, the Democrats' – the race is on to elect our next President of the United States (or ‘POTUS’ for all you West Wing and Veep addicts). Does all of this activity make a difference to your fundraising efforts? Blackbaud’s Giving in an Election Year report indicates that it does…. But is the trend a positive one or not? moreCommentsin Tips and Tricks on 07/25/2016 04:37 PM
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Video Blog: Four questions to ask yourself if you want to sync your solicitors from the Raiser’s Edge to ResearchPoint. moreCommentsin Tips and Tricks on 07/21/2016 02:54 PM -
Do you ever find yourself wondering about prospecting for donors who have affinity for projects like one that’s on your radar? Here’s a way to comb through your WealthPoint screenings that might help. moreCommentsin Tips and Tricks on 07/19/2016 02:11 PM -
There are 9 classes within the ResearchPoint Learn curriculum which one would need to take before being able to take the ResearchPoint Certification exam. moreCommentsin Tips and Tricks on 07/07/2016 11:19 AM -
Last week’s post gave some great ideas for reporting your use of ResearchPoint at year-end (for those organizations that have a June 30 th fiscal year-end). H ere are a few more items you may want to track and report. moreCommentsin Tips and Tricks on 07/04/2016 11:42 AM -
June 30 th for most people just simply means the last day of the month but for those of us in fundraising it can carry on a very different meaning. Many non-profits (not all) have their fiscal year ending June 30 th . moreCommentsin Tips and Tricks on 06/29/2016 02:18 PM -
How can the data you have on hand help your annual fund get more done for your organization? Here are two easy ideas! moreCommentsin Tips and Tricks on 06/14/2016 03:40 PM -
For our clients who are not aware of this service, if you have not done so already, sign up for our NOZA Gift Alerts . moreCommentsin Tips and Tricks on 06/07/2016 11:25 PM -
This past weekend, we updated ResearchPoint standalone customers to the June 2016 (4.9) release. Here is a summary of the new features in case you missed the announcement in the product's help pane when you logged in after the update. moreCommentsin Tips and Tricks on 06/06/2016 05:08 PM -
We know this innately – you get what you ask for. It’s not magic – it’s human nature. If you didn’t write a check or go online today to make a donation to a charity, it’s likely because you weren’t asked. We respond to requests for action. Making a donation to charity isn’t something you just do one day – you have to be asked - so do your donors. moreCommentsin Tips and Tricks on 05/31/2016 05:12 PM -
Ask any researcher who has done a wealth screening and they’ll tell you that the best practice is to validate the results by a manual review. I heartily agree! moreCommentsin Tips and Tricks on 05/24/2016 05:06 PM -
Having worked or volunteered in small development shops or even small research shops I know personally that you wear many hats. I would find it hard not to find a non-profit that does multi-task on many levels. moreCommentsin Tips and Tricks on 05/17/2016 05:20 PM -
WealthPoint OnTime is a pre-screening wealth solution that identifies prospects who should be touched by your development office because of their capacity for giving. Blackbaud returns the results in 90 minutes, so you can quickly evaluate the results. moreCommentsin Tips and Tricks on 05/11/2016 09:14 AM -
I’ve heard a lot lately that clients plan to take advantage of the change of pace that comes when donors travel for the summer and colleagues (and hopefully you too!) take vacation. It’s a great time to catch up on your research if the first few months of the year required your attention elsewhere—and an equally good opportunity to get ahead before the fall rush kicks in. moreCommentsin Tips and Tricks on 05/10/2016 01:58 PM -
What wealth data do you need in Raisers Edge? What biographical data do you need in ResearchPoint? I’ve been asked this question for years so let’s take a deep dive… moreCommentsin Tips and Tricks on 05/09/2016 08:57 AM -
Statistics. For many, it is an impactful word with the power to send shivers down your spine, or tremors through your brain. But we're making it easier than ever to understand. moreCommentsin Tips and Tricks on 05/04/2016 07:03 PM -
Have a special project, initiative, or event and need to find prospects for this endeavor? Look no further than friendly your neighborhood ResearchPoint subscription! moreCommentsin Tips and Tricks on 05/03/2016 05:26 PM -
This weekend I joined three friends for a joint garage sale. It sounded so easy when I said “yes”, but as the date grew nearer, my life became even more cluttered than I had suspected it was. Workload, family-load, sump pump failure, kitchen remodel delays, and so on. You name it – it happened . I knew one of those things was for certain – the garage sale date was not going to change . moreCommentsin Tips and Tricks on 04/25/2016 08:41 PM -
Starting May 1st, we are changing up the way that the ResearchPoint Learn class schedule will be layed out. moreCommentsin Tips and Tricks on 04/20/2016 04:37 PM
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I have seen so many discussions about professionally and personally doing spring cleaning lately. There is really just something about this time of the year that makes us want to unload or make things cleaner in our lives. moreCommentsin Tips and Tricks on 04/19/2016 05:43 PM -
Tips and tricks to avoid being locked out of ResearchPoint. moreCommentsin Tips and Tricks on 04/13/2016 11:15 AM -
I was chatting with clients in a Learn session yesterday, and we were sharing an idea that seems particularly compelling—so I thought I’d bring it to the group too! moreCommentsin Tips and Tricks on 04/13/2016 08:31 AM -
Hello Community! I am Anthony Pisano and I wanted to take a moment to introduce myself as the Product Manager for ResearchPoint. moreCommentsin Tips and Tricks on 04/07/2016 04:06 PM -
For those of you not familiar with this wonderful resource, I hope you take the time to check out the latest and greatest version of our Fundraisers’ Guide to Data Sources up on our website. moreCommentsin Tips and Tricks on 04/05/2016 04:21 PM -
The April/May AddressAccelerator update for the United States was released March 18, 2016. moreCommentsin Tips and Tricks on 04/01/2016 10:44 AM -
Spring is a great time to clean out the house, garage, drawers, cabinets, etc. and organize everything, so I thought it would be great to do a spring cleaning top ten list… Target Analytics style! moreCommentsin Tips and Tricks on 03/29/2016 09:36 AM -
No matter where we turn, it seems we cannot escape hearing about the Presidential election this year. With each new TV ad there are seemingly a dozen emails being sent from candidates asking for even more support. moreCommentsin Tips and Tricks on 03/23/2016 04:26 PM -
Graduation is coming and you will soon have a new group of young alums. The time is now to ensure they will be future high end donors to you down the line. Here are some ideas about engaging with these important constituents in your database! moreCommentsin Tips and Tricks on 03/22/2016 05:58 PM -
We are almost to the end of March! There is still time to enter into the Race to Certification to become certified in ResearchPoint and win some great prizes as well! moreCommentsin Tips and Tricks on 03/21/2016 11:25 AM -
What do you tell your boss or board members when they ask how you can prove a return on the marketing investment? moreCommentsin Tips and Tricks on 03/15/2016 10:27 AM -
How much mileage can you get from Target Analytics data? Keep reading, because it might be more than you realize! moreCommentsin Tips and Tricks on 03/08/2016 02:31 PM -
Ready, set, go!! Race to Certification! moreCommentsin Tips and Tricks on 03/03/2016 11:40 AM -
Information on accessing the most recent and upcoming webinars regarding Target Analytics data utilization for Fundraising Essentials and Raiser's Edge NXT clients. moreCommentsin Tips and Tricks on 03/01/2016 09:49 AM
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Be smart about the queries you create and make your life easy! moreCommentsin Tips and Tricks on 02/23/2016 01:48 PM -
Late last week, we performed a data refresh for ResearchPoint. We updated NOZA, Federal Elections Commission (FEC), Dun & Bradstreet, and CoreLogic in our Target Analytics database. Now, when you perform WealthPoint screenings on a prospect’s wealth and ratings record, or when you perform a screening on your research lists, you'll have the latest ... moreCommentsin Tips and Tricks on 02/22/2016 12:35 PM -
To get the most out of your Target Analytics solution, it takes more than just data, donor models and software. Ideally, you need a thorough understanding of the information, technology and best way to employ the components of your purchase. moreCommentsin Tips and Tricks on 02/16/2016 01:27 PM -
We are excited to announce that you now have the opportunity to access to the power of ResearchPoint directly within Altru! moreCommentsin Tips and Tricks on 02/16/2016 10:14 AM -
We are in the process of improving how the Data Health Center in The Raiser's Edge sends information to Blackbaud! The updates are awesome, but.... moreCommentsin Tips and Tricks on 02/01/2016 04:21 PM -
I am conducting all the Learn for Analytics courses this week, and I wanted to get the word out to our esteemed TA Community members the importance of your participation is attending the course or courses that pertain to the analytics services your organization has received from us. moreCommentsin Tips and Tricks on 02/01/2016 04:11 PM -
Now that you have taken all of the ResearchPoint Learn courses, or you are just one or two classes away, what's next? What can you do to sum up all that training and prove what you've learned? moreCommentsin Tips and Tricks on 01/27/2016 03:54 PM
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According to Tech Impact , nonprofits have fully embraced digital fundraising. A survey of charitable organizations reports that three of our top four engagement channels are now digital. Websites Email campaigns Social media The only non-digital channel in the top four is in-person events. Social media donations have increased 70%, while all ... moreCommentsin Tips and Tricks on 01/26/2016 11:13 AM -
Sorry in advance to those who have logged in after we upgraded you and had the help pane fly open to an error message instead of your 4.7 new features. Our help files are stored in the same place where we host our blackbaud.com website. While we're working very hard to resolve service, I thought you'd still like to read about the latest new features. New ... moreCommentsin Tips and Tricks on 01/26/2016 10:51 AM -
Did you know that you can nominate a support analyst for an MVP? moreCommentsin Tips and Tricks on 01/22/2016 02:53 PM
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Become a thought leaders during bbcon 2016! We're looking for inspiring, impactful, and insightful speakers to join the incredible line-up of events at our 2016 conference just outside of Washington, DC. If you're a game-changer, thought leader, storyteller, or simply passionate about sharing what you know with philanthropic professionals, we ... moreCommentsin Tips and Tricks on 01/19/2016 09:36 AM
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I have always been a “query junkie” and one of things I am always concerned about is that my query is too narrow and that I am missing out on my next million dollar donor! moreCommentsin Tips and Tricks on 01/12/2016 03:21 PM -
The Enterprise Data Quality (EDQ) process is designed to be an easy and cost-effective way to help non-profits enhance the quality of their donor database, by minimizing postal costs, maximizing response rates, finding lost donors, and optimizing the information for data append or analytic use. Some pain points that this service ... moreCommentsin Tips and Tricks on 01/06/2016 09:00 AM
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Let's say that you purchsed a preditive modeling or wealth screening service from Target Analytics in the past couple years. Maybe at the time you didn't dig into the results and utilize it as much as you would have liked to have with all the competing priorities that life dishes up? Or maybe you initially utilized the very top ... moreCommentsin Tips and Tricks on 01/04/2016 04:17 PM
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Maybe you're like me and you look to give certain things added attention in a new year, like increasing your exercise or you add a new item to your goals for the year, such as free your home of unwanted and unneeded clutter. I've already started my list and my pantry is now clutter-free! moreCommentsin Tips and Tricks on 12/29/2015 06:00 AM -
Where has the time gone? It is so hard to believe another year has flown by and it is only a couple more weeks to the beginning of 2016. One of the many rituals with the coming of a new year is to set resolutions for the upcoming year. Obviously in many cases, they tend to be personal such as “I am going to get to the gym more ... moreCommentsin Tips and Tricks on 12/15/2015 04:54 PM -
Now is the time to put all that knowledge you have learned in the ResearchPoint Learn classes to the test. Come get Certified in ResearchPoint! moreCommentsin Tips and Tricks on 12/02/2015 04:30 PM -
One of the many tremendous benefits of utilizing WealthPoint results from your ResearchPoint software is to discover age data, and when you do a single or group screening, you have two databases where age data is potentially returned. moreCommentsin Tips and Tricks on 12/02/2015 10:20 AM -
I was recently asked if ResearchPoint could help build pyramid levels to begin thinking about the silent phase of a campaign. Yes it can , and one way it can help is using Research Lists. The beauty of the Research List is that you can begin with a simple query. You could use beginning query criteria that would make up the structure of your ... moreCommentsin Tips and Tricks on 11/30/2015 12:09 PM -
Let's join together to help #goodtakeover this Giving Tuesday by updating your social media sites with these downloadable images! moreCommentsin Tips and Tricks on 11/30/2015 11:14 AM
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Black Friday. Cyber Monday. Giving Tuesday! moreCommentsin Tips and Tricks on 11/24/2015 04:03 PM
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Great news for our ResearchPoint users! This past weekend we successfully upgraded our hosted ResearchPoint customers to 4.6. Since our 4.5 release, we have refreshed the data for NOZA, FEC, GuideStar, CoreLogic, Dun & Bradstreet, Larkspur, and Marquis Who's Who. When you perform WealthPoint screenings on a constituent's wealth and ... moreCommentsin Tips and Tricks on 11/16/2015 05:03 PM
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There is a lot of interest in the ResearchPoint Certification program! The most common question we have been receiving about it is...."How do I get started?" moreCommentsin Tips and Tricks on 11/13/2015 04:42 PM
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As busy as we all are it is so easy just to use ResearchPoint and the models for just major and planned giving initiatives. There are excellent opportunities for using this for events. moreCommentsin Tips and Tricks on 11/10/2015 11:00 AM -
The Prospect Research Reports tool is a great way to quickly create a professional looking document that can be shared with your colleagues. Confirmed biographical data from Experian can be included in this report, but perhaps not where you might think. moreCommentsin Tips and Tricks on 11/04/2015 09:00 AM
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Sign up for our webinar, "ResearchPoint Roadmap" - presented by our Product Lead, Jackie Koesters. moreCommentsin Tips and Tricks on 11/03/2015 02:41 PM -
Halloween has just ended and I can still envision all of the cute trick-or-treaters that graced my neighborhood. No sooner was the candy consumed then holiday commercials started to appear on T.V. My local craft store put out Christmas items a month ago! moreCommentsin Tips and Tricks on 11/03/2015 06:00 AM -
Is your ResearchPoint running a little slower than usual? We have a helpful KB tip to walk you through how to optimize performance. moreCommentsin Tips and Tricks on 10/29/2015 12:32 PM
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Whether you are in the midst of a Target Analytics modeling project or looking to do a one, I think it is always a good idea prepare for the time you are going to spend with your consultant, as well as thinking about your expectations. moreCommentsin Tips and Tricks on 10/27/2015 05:35 PM -
It's easy to stay up to date with bbcon happenings. This year, we've created a whole page dedicated to bbcon! moreCommentsin Tips and Tricks on 10/26/2015 11:10 AM -
Over the past few weeks I have been receiving quite a few questions in class about what fields sync and what fields don't when using integration between ResearchPoint and Raiser's Edge. I thought I would address this question this week as kind of a refresher! moreCommentsin Tips and Tricks on 10/22/2015 04:09 PM -
You may have noticed that some text in ResearchPoint isn't lining up correctly when displayed. moreCommentsin Tips and Tricks on 10/21/2015 04:13 PM
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Hello Community! I'm looking forward to meeting many of you at BBCON next week! On Monday from 1:15 pm - 2:30 pm, I'll be faciliating a ResearchPoint Training session in Room 18C. If you are planning to attend, a couple of quick notes: First, if you would like a 'hands on' experience, please be sure to bring your laptop ... moreCommentsin Tips and Tricks on 10/21/2015 02:09 PM -
Many ResearchPoint users are aware of and utilize the detailed WealthPoint data fields (such as specific fields within the various databases such as NOZA “Gift type”, real estate “Building area”, FEC (“Occupation”, etc.), that are available when creating queries. moreCommentsin Tips and Tricks on 10/20/2015 09:25 AM -
Can we find wealth when a Post Office Box is the primary address? moreCommentsin Tips and Tricks on 10/18/2015 11:39 PM -
Hello fellow ResearchPoint users! In the beginning of our training series, we talk about what ResearchPoint is and the basics of using it to build prospect profiles and screen your prospects through WealthPoint. But how do you make ResearchPoint work more specifically for you and your organization? What if the default selections of ... moreCommentsin Tips and Tricks on 10/07/2015 04:56 PM -
First, middle, last name? Busy, busy, busy! Autumn can not only be a beautiful time of the year with the changing of the leaves but we all know it can be one of the busiest times of the year! One of the big goals then is to be sure everyone is in communication that we are not making assumptions. This requires that we all meet together and ... moreCommentsin Tips and Tricks on 10/06/2015 01:23 PM
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If you knew there'd be $266 billion in planned gifts available would you change your marketing strategy? Millenials are changing the way we do everything !...... that should include how you think about your planned giving program. There’s a lot of buzz and talk about Millennials and wondering when is a best time to think of ... moreCommentsin Tips and Tricks on 09/29/2015 06:57 PM -
We're happy to announce that over the past weekend, we upgraded ResearchPoint customers to the 4.5 release. In this release, we provided performance improvements to WealthPoint screenings. We tested compatibility for ResearchPoint with Windows 10 and the Edge browser. And, we created two new videos to help you understand how to use the Home ... moreCommentsin Tips and Tricks on 09/29/2015 09:04 AM
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Hello ResearchPoint Users! A while back, I took a poll to see how many of you would be interested in a ResearchPoint Certification program. Encouraged by your responses, I have been working hard to get this program up and running! Things are ramping up quickly and we are looking to have the program ready to launch in time for BBCON 2015 next month! ... moreCommentsin Tips and Tricks on 09/24/2015 04:46 PM -
When using the Find new prospects search feature on ResearchPoint's Home screen, business names may appear in the search results. How can this be since ResearchPoint is designed specifically for researching individuals? This is typically due to a business being listed as the owner on a real estate record. We do our best to ... moreCommentsin Tips and Tricks on 09/23/2015 09:00 AM -
Unfortunately we are looking into an issue that is preventing AddressFinder results files from being downloaded in CRM 3.0 and 4.0. After clicking Start Process in ‘Step2. Get file from Blackbaud’ you may receive the following error: An error occurred before executing the process ‘AddressFinder Get Process’ : Failed ... moreCommentsin Tips and Tricks on 09/21/2015 01:02 PM -
The other day while I was in ResearchPoint pulling together some detailed queries, digging into the data available within several fields to find specific criteria, and I was thinking about how far the world of predictive modeling and wealth screening has come in the 20 years (this past March) I’ve been in this industry. moreCommentsin Tips and Tricks on 09/21/2015 10:59 AM -
Do your co-workers have unrealistic expectations when it comes to prospect research requests? Here are some tips about how to manage expectations. moreCommentsin Tips and Tricks on 09/13/2015 09:19 PM
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It’s almost that time of the year again when we “fall back” on November 1 st . What are you going to do with that extra hour? You might use it for some extra sleep (like I do). In the spirit of Community, I thought a little about how we might save some time in prospect research as we start to get busier towards the end of the year. moreCommentsin Tips and Tricks on 09/13/2015 09:14 PM -
Last night, we performed a data refresh for ResearchPoint. We updated NOZA, Federal Elections Commission (FEC), Experian, and Thomson Reuters Business Intelligence (TRBI) MarketGuide in our Target Analytics database. moreCommentsin Tips and Tricks on 09/11/2015 04:51 PM
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Hello fellow ResearchPoint users! Periodically, I like to reach out to you, our ResearchPoint users, and ask what you would like to see as far as course offerings within our ResearchPoint Learn training program. I like to try and offer new things....switch it up a little from time to time! So I am handing the microphone to you, so to speak.... ... moreCommentsin Tips and Tricks on 09/11/2015 03:29 PM -
SIC (Standard Industiral Classification) Codes are how OSHA segments out all the various industries. moreCommentsin Tips and Tricks on 09/02/2015 09:45 AM -
We have received a few reports that AddressAccelerator has recently started performing slowly for some organizations. Please read the story below for more details: moreCommentsin Tips and Tricks on 08/31/2015 11:27 AM -
From time to time I come across a really great post that I'm compelled to share! Here's one of them: 6 best practices for delivering progress reports to your major gift and legacy supporters . Follow this link to see examples of really good progress reports and how to construct them. moreCommentsin Tips and Tricks on 08/26/2015 05:14 PM -
Here’s the Scenario: You’ve just gotten off of a webinar discussing your Target Analytics returned results. You’ve gotten back six Fundraising Essentials Next Ask Amount ranges and the consultant presented a compelling case for using them to increase gift amounts for your most likely prospects. The charts and diagrams were interesting and you had a spark of an idea……. but now it’s fading…….. Where do you start?! moreCommentsin Tips and Tricks on 08/25/2015 06:00 AM -
Sharing with you a trick I found that helped me confirm political donations quickly and efficiently! moreCommentsin Tips and Tricks on 08/20/2015 04:58 PM -
Have you moved recently or know someone who has? I know for me, I moved a few weeks ago and I had to send in a form to United States Post Office updating my mailing address. What happens to that data and how does that affect organizations that I give to financially? Well, that is through The National Change of Address (NCOA) is the USPS service that collects ... moreCommentsin Tips and Tricks on 08/19/2015 01:08 PM
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I wanted to share a workaround available to help assign Prospect Managers in RP in groups vs. opening up each prospect record and entering or updating the Prospect Manager field. I have heard this from a couple clients recently and below is a list of steps and screenshots to give you a visual of the process. First make sure that all of your ... moreCommentsin Tips and Tricks on 08/17/2015 05:00 PM
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Would you like to earn points redeemable for gift cards, swag, and discounts on Blackbaud products and services? Read on! moreCommentsin Tips and Tricks on 08/17/2015 01:36 PM -
Here is the logic behind why returned addresses from AddressFinder might be marked as Do Not Mail. moreCommentsin Tips and Tricks on 08/14/2015 02:49 PM
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This past weekend, we updated customers to the latest release of ResearchPoint. When you log in to ResearchPoint for the first time after the upgrade, the What's New topic will open from the help panel and display information about our latest release! New Features and Updates for 4.4 Target Analytics Data Updates Unlimited Users for ResearchPoint ... moreCommentsin Tips and Tricks on 07/20/2015 10:30 AM
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This past weekend we successfully upgraded you to the April 2015 release (4.2) of ResearchPoint. In this update, we added the ability to sync social information from ResearchPoint to Raiser's Edge, added an indicator for records who may have more network connections available from GuideStar after a group screening, and updated the Target ... moreCommentsin Tips and Tricks on 04/20/2015 11:26 AM
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On behalf of the ResearchPoint product development team, I'm pleased to announce the 4.1 release of ResearchPoint. This past weekend, we updated all of our hosted ResearchPoint customers. In this February 2015 release, the new features and enhancements include: A new data service from Target Analytics, Social Media Finder Performance ... moreCommentsin Tips and Tricks on 02/23/2015 12:19 PM
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To improve the performance when users screen a group of constituents through WealthPoint, Target Analytics is making the following updates. Going forward, we will focus on returning the key relationships from GuideStar on a group screen: Known relationships (both people have been screened through WealthPoint and have a connection through an NPO ... moreCommentsin Tips and Tricks on 01/28/2015 12:22 PM
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This past weekend, we successfully upgraded you to the December 2014 (3.19) release of ResearchPoint. We're pleased to inform you of an update to real estate assets and the Target Analytics Prospecting Database. New Record State Column for Real Estate Assets Due to individual counties changing APN numbers, we've added a Record state column to help ... moreCommentsin Tips and Tricks on 12/15/2014 10:45 AM
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In ResearchPoint October 2014 release (3.18) , you can use Open Data Protocol (OData) to use and share data you query on from the Information Library outside of ResearchPoint. OData is a data access protocol designed to provide standard access. This format can then be consumed by other programs. Best of all, with OData you are using a direct link to a ... moreCommentsin Tips and Tricks on 10/27/2014 10:18 AM
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On behalf of the ResearchPoint product development team, we're excited to announce our August 2014 release. In version 3.17, based on your requests for improvement, we're introducing a new integration with The Raiser's Edge. This integration not only replaces our old solution, but provides you new benefits utilizing the Blackbaud Web Services ... moreCommentsin Tips and Tricks on 08/25/2014 01:25 PM
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We're now only days away from getting the new Raiser's Edge integration for ResearchPoint into your hands. As we go into upgrade weekend for ResearchPoint, I want to help you get ready to configure your databases. Tip : Even if you previously integrated The Raiser's Edge with ResearchPoint, because of the shift to a better technology approach, you will ... moreCommentsin Tips and Tricks on 08/22/2014 05:31 PM
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As of the 3.17 (August 2014) release of ResearchPoint, we have a new, improved integration with The Raiser's Edge. The new integration utilizes Blackbaud Web Services to enhance the way the two databases work together. From data syncs to wealth screens, listen as ResearchPoint User Experience Designer, John O'Connell, talks about the work we did to ... moreCommentsin Tips and Tricks on 08/21/2014 12:51 PM
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In a world of vast data, finding the right prospects should be easy. Thanks to the newest update to ResearchPoint™, donor management and prospect research are now easier than ever before. After working with ResearchPoint users across the industry and our development teams here at Blackbaud, we are excited to announce a much-anticipated update to ... moreCommentsin Tips and Tricks on 08/19/2014 11:00 AM
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I am pleased to inform you that we recently updated NOZA data and added more than 11 million new gifts to the Target Analytics database for use in ResearchPoint. NOZA is the world's largest searchable database of philanthropic data. NOZA’s data is comprised of detailed charitable donation information that has been collected from ... moreCommentsin Tips and Tricks on 07/31/2014 09:12 AM
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We are excited to tell you about work we're in development on for an improved integration between ResearchPoint and The Raiser's Edge for the upcoming ResearchPoint August (3.17) release. Many months ago, the request for a better integration came from you, our users, to our Product Manager, who prioritized this as a must improve. Then, our User ... moreCommentsin Tips and Tricks on 07/22/2014 08:37 AM
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On behalf of the entire ResearchPoint team, we are happy to bring you the following new features for February 2014 (3.14) release: Improved In-Product Help Additional Prospect Research Tracking Information Added to Query Add Queries to Favorites from the Query Record Updated Biographical Information Tab on Prospect Record For more information ... moreCommentsin Tips and Tricks on 02/24/2014 03:44 PM
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For nearly a year, the United States Postal Service (USPS) communicated that bulk mailers would need to comply with Full-Service Intelligent Mail standards by January 26, 2014. As this deadline approached, many wondered how it would affect their use of Blackbaud's bulk mailing solutions. Well, there's no need to worry now, as the USPS has ... moreCommentsin Tips and Tricks on 01/15/2014 08:33 AM
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We updated the MatchFinder database today. To ensure The Raiser’s Edge is pulling the most current matching gift information, download the latest files: In The Raiser’s Edge, go to Records > MatchFinder and click “Download and Update MatchFinder Database.” For detailed steps, refer to How to update MatchFinder in The Raiser’s Edge . Remember that ... moreCommentsin Tips and Tricks on 09/09/2013 02:04 PM
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In this release of ResearchPoint, we overhauled what used to be our Research Groups functionality, renaming it Research Lists and transforming it into a robust research tool. This feature provides prospect researchers and key development staff with an easy to use list tool that allows them to build lists of prospects based on simple criteria. It ... moreCommentsin Tips and Tricks on 08/22/2013 09:41 AM
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In ResearchPoint 3.1 we enhanced your experience so right from the home search screen you can locate and screen new prospects. With just name and location information in hand, you can quickly find prospects in our prospecting database for which you’d like to run a full wealth screen. This new workflow removes the need to add prospects manually. It ... moreCommentsin Tips and Tricks on 06/07/2013 12:28 PM
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In ResearchPoint, we have streamlined searches of the Target Analytics database. Now, if several addresses are located for the same prospect, the prospect displays only once in the search results and all located addresses are rolled up with the single prospect. In addition, prospect researchers can now include up to five addresses in their ... moreCommentsin Tips and Tricks on 04/22/2013 11:18 AM
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List Builder in ResearchPoint is a powerful new feature that allows you to customize information included in lists available on a prospect's Wealth and Ratings page. You can now control the columns displayed in the grid, drag and drop columns to new locations within the grid, adjust each column so the width of the column is consistent with the width of ... moreCommentsin Tips and Tricks on 04/22/2013 10:53 AM
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Yes, it's true. We've made the ResearchPoint import process easier with the new Target Analytics Import App. You install the app on your desktop, and with it you point to your import file. The app automatically determines the delimiter used. It also attempts to auto map import fields. Any fields it fails to auto map, you can address by simply dragging ... moreCommentsin Tips and Tricks on 04/11/2013 10:05 AM
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April is almost here, which means it's time to update AddressAccelerator! If you are hosted by Blackbaud, no action is necessary - we will take care of this on your behalf. Otherwise, here's a quick overview of the process: Download the update and save it to your preferred network location. Run the file on your server. Log in as a local admin on a user's ... moreCommentsin Tips and Tricks on 03/27/2013 10:25 AM
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What’s in a browser? Well, a lot, actually. If you’re running Internet Explorer 8, I have a few important facts and tips to share. The first is that when Microsoft built Internet Explorer 9, one of the major improvements that had to happen to keep pace with Chrome and Firefox was performance, so they responded. Independent benchmarks were performed ... moreCommentsin Tips and Tricks on 01/23/2013 12:36 PM
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We understand that looking through hundreds of philanthropic gifts is not the most effective use of your time. ResearchPoint 2.95 makes NOZA data easier to digest and more impactful when qualifying your prospect. We have added Address Match Codes to NOZA! This means that we will return name/address match combinations with a higher confidence than ... moreCommentsin Tips and Tricks on 01/11/2013 02:30 PM
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ResearchPoint uses formulas to create a calculation of your prospect wealth. In the 2.95 release, we are modifying the formula in relation to how real estate is calculated. In our previous release (2.94), we modified the way the Property Value is displayed. We use the calculation below to determine which value to use in the Total Assets calculation: ... moreCommentsin Tips and Tricks on 01/10/2013 11:53 AM
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We have an exciting enhancement to ResearchPoint 2.95 that allows you to save your favorites as shortcuts and manage them with one click. This one will save time. I didn’t want to say favorite tasks per se, because you can place pretty much anything as a favorite. For instance, you can place the top 5 prospects you are working on, access Wealth and ... moreCommentsin Tips and Tricks on 01/09/2013 09:44 AM
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Now that you’ve seen the ResearchPoint New Features video , let’s take a look at some of the subtle but effective design improvements that simplify navigation. Here’s a quick look at four of them: 1. Search is such a big part of the system and is tremendously powerful. You can search Raiser’s Edge records (if integrated), ResearchPoint records, and if ... moreCommentsin Tips and Tricks on 01/08/2013 11:19 AM
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I wanted to post today to ensure everyone knows about the changes coming on January 28, with mailing and the automation rates that are currently given if you use PostalSaver in The Raiser’s Edge to run your bulk mail. Many of you already use Intelligent Mail Barcodes as you have been prompted by your local postmaster or if you just wanted to get ahead of the ... moreCommentsin Tips and Tricks on 01/03/2013 05:38 PM