Services We Provide

Lopez Vitone Associates provides the following services for your charity or foundation needs.

Research Assignments

• In-depth profiling of individual, corporation and foundation prospects preselected by your organization. Full profiles, quick snapshots and other research work on a per-profile or contract basis.
• Research foundation and corporate sources to identify funding opportunities for a specific project or program at your organization.

Prospect Identification/Database Screening

• Prospect identification through the data mining of your organization’s internal database.
• Database screening of your organization’s database to identify wealthy, philanthropic, and well-connected individuals.
• Assist in selection of an external screening vendor.
• Analyze external screening to determine how your organization can most effectively use results and store data in your database.

Research Program Review/Audit

• Research department audits and best practices.
• Review of your organization’s research program. Focusing on positioning, policies, processes, staff and other resources.
• Review organization and departmental policies and procedures.

Establishing a Research Office/Researcher Training

• Prospect research training.
• Train and mentor prospect researchers and development officers.
• Participate in the recruitment process for research positions.
• Recommend research resources.
• Advise on the structure and responsibilities of a new research office.
• Advocate for the value and effective use of research information in the fundraising process.

Prospect Management/Database Maintenance

• Help to create an effective prospect management system.
• Work with development staff to create prospect tracking and management systems.
• Work with your database manager to create standard reports that will assist in prospect identification and prospect management.
• Work with your database manager to set standard of data entry of research and screening information.
• Act as a lead in database conversions, vendor selection and other projects.