Written from 11 named sources Filter Logic Matrix Service Type Primary Keywords Secondary Keywords Clay Enrichment Source Confidence Weight Fundraising Counsel "fundraising counsel", "development consulting", "philanthropy consulting", "advancement strategy" "nonprofit consulting", "strategic planning", "organizational readiness" Website Services/About, LinkedIn Specialties, Apollo Description HIGH-PRECISION Capital Campaigns "capital campaign planning", "campaign feasibility study", "campaign management", "capital campaign direction", "campaign counsel" "campaign readiness", "campaign strategy", "needs assessment" Website Case Studies, LinkedIn About, Apollo Keywords HIGH-PRECISION Annual Giving "annual fund counsel", "annual giving strategy", "leadership annual giving", "sustained giving programs" "membership renewal", "direct mail fundraising", "donor retention" Website Service Pages, LinkedIn Posts HIGH-PRECISION Planned Giving / Estate Planning "planned giving counsel", "legacy giving programs", "estate planning advisory", "deferred giving" "bequest marketing", "trusts & estates", "wealth transfer" Website Services, Employee Titles HIGH-PRECISION Executive Search / Staffing "executive search for development", "interim development leadership", "fundraising executive recruitment" "staffing solutions", "talent acquisition", "placement services" LinkedIn Specialties, Apollo Industry Tags LIKELY FALSE POSITIVE (Only qualifies when paired with "campaign" or "counsel") Alumni Relations "alumni engagement strategy", "alumni relations consulting", "higher education advancement" "class agent programs", "reunion fundraising", "alumni database" Website Client Sectors, LinkedIn About MEDIUM (Often overlaps with higher-ed consulting; requires "advancement" or "fundraising" context) Donor Research / Prospect Research "prospect research & wealth screening", "donor pipeline creation", "predictive modeling for philanthropy", "database analysis & diagnostics" "data analytics", "CRM optimization", "wealth screening" Website Service Pages, Apollo Keywords HIGH-PRECISION (Must include "philanthropy", "fundraising", or "donor" to avoid SaaS false positives) Search Strings LinkedIn Sales Navigator Boolean Company Search String: ("fundraising counsel" OR "capital campaign" OR "planned giving" OR "annual fund" OR "development consulting" OR "philanthropy consulting" OR "prospect research" OR "wealth screening" OR "campaign counsel") AND ("consulting" OR "counsel" OR "advisory" OR "partners" OR "group") Industry Filters: ✅ Include: Fund-Raising, Business Consulting and Services, Civic & Social Organizations ❌ Exclude: Software Development, IT Services and IT Consulting, Financial Services, Staffing and Recruiting, Venture Capital & Private Equity Headcount Filter: 5–200 Geography Filter: United States Exclusion Logic: Sales Navigator's Fund-Raising tag (hyphenated) is the exact platform taxonomy for this sector [1]. Excluding Software Development and IT Services removes CRM/SaaS vendors (e.g., Blackbaud, Bloomerang) while the boolean AND ("consulting" OR "counsel"...) ensures advisory focus remains dominant over transactional placement work. Firms such as CCS Fundraising consistently appear under Business Consulting and Services [3]. Apollo.io Keyword Field (Company Search): "fundraising counsel" OR "capital campaign planning" OR "planned giving" OR "annual giving" OR "prospect research" OR "wealth screening" OR "development consulting" OR "campaign counsel" Negative Keywords (Exclude): -software -saas -crm -platform -recruiting -staffing -agency -marketing -pr -fintech -501c3 -charity Industry Category Selections: ✅ Fund-Raising, Management Consulting, Non-Profit Organization Management ❌ Computer Software, Information Technology & Services, Staffing & Recruiting Job Title Filters (Contact-Level Signal Validation): ("Principal" OR "Managing Partner" OR "Senior Consultant" OR "Campaign Director" OR "VP of Advancement" OR "Director of Philanthropy Consulting") Headcount: 5–200 Location: United States Exclusion Logic: Apollo's keyword engine matches across company descriptions and website text. The negative keyword block explicitly strips SaaS platforms (-software -saas -crm), actual charities (-501c3 -charity), and pure recruiters (-recruiting -staffing) [2]. Job title filters are applied at the contact level to verify the firm employs advisory/consulting roles rather than internal nonprofit development staff or engineering personnel. Claygent Qualifier Prompt You are an expert B2B prospecting analyst. Analyze the provided company website text and LinkedIn About section to determine if this company is a for-profit fundraising & development consultancy that advises nonprofits. Return ONLY a valid JSON object matching this exact schema: { "qualifies": true/false, "confidence": "High/Medium/Low", "signals_found": ["exact phrase 1", "exact phrase 2"], "disqualifiers": ["exact phrase 1", "exact phrase 2"], "notes": "One-sentence summary of why it qualifies or fails." } RULES & EVALUATION LOGIC: QUALIFY IF: The firm explicitly offers advisory/consulting services to nonprofits in areas like capital campaigns, planned/legacy giving, annual funds, major gifts, prospect research/wealth screening, or development strategy. Language like "fundraising counsel", "campaign planning", "advancement consulting", or "philanthropy advisory" strongly qualifies. DISQUALIFY IF: The company is a SaaS/CRM/software platform (e.g., mentions "software", "platform", "CRM", "tool", "subscription"). The company is an actual 501(c)(3) nonprofit or charity (self-describes as "nonprofit organization", "charity", "mission-driven nonprofit" without "consulting/counsel" as the primary service). The firm is a fintech, payment processor, or financial advisory firm. The firm is a pure staffing/recruiting agency with no advisory, campaign, or strategic consulting work. The firm is a generalist management/tech consultancy where nonprofit work is incidental (<20% of messaging). Headquarters is outside the United States. ACQUIRED SUBSIDIARY HANDLING: If the firm was acquired by a larger parent company (e.g., Huron, Deloitte, etc.) but maintains a distinct "fundraising counsel", "development consulting", or "philanthropy" practice with dedicated service pages and leadership, set "qualifies": true. Note the parent company in "notes". CONFIDENCE SCORING: High: Multiple primary service keywords present, clear B2B advisory model, US-based, 5+ years implied. Medium: Some keywords present but mixed with adjacent services (e.g., heavy alumni relations or general nonprofit training without campaign focus). Low: Vague language, heavy reliance on secondary keywords, or borderline disqualifiers. OUTPUT: Return ONLY the JSON. No markdown formatting, no explanations outside the JSON. Clay Column Build Instructions Column Build Sequence # Column Name Data Type Enrichment Source / Formula Gating Logic 1 Company Domain Text Enrichment: Apollo / Clearbit / Hunter Base column. Zero credits if imported. 2 Company Description Text Enrichment: Apollo Company Description + LinkedIn About Runs on all domains. Low credit cost. 3 Regex_Fundraising_Signals Boolean Formula: =IF(REGEXMATCH({Company Description}, "(?i)capital campaign planned giving annual fund major gifts donor prospect fundraising counsel development consulting philanthropy consulting"), TRUE, FALSE) Cheap text scan. Gates ~60% of irrelevant records. 4 Basic_Filters Boolean Formula: =AND({Employee Count} >= 5, {Employee Count} <= 200, {Country} = "United States", {Founded Year} <= 2021) Hard demographic gate. Prevents AI from running on startups or enterprise firms. 5 Claygent_Qualifier JSON / Object AI Column: Paste the Claygent prompt from Output 3. Gating Formula: =IF(AND({Regex_Fundraising_Signals}, {Basic_Filters}), CLAYGENT(...), "Skipped") Waterfall Gate: Only fires if Col 3 & 4 = TRUE. Saves ~70-80% of AI credits. 6 PRIORITY_TIER Text Formula: =IF(AND({Regex_Fundraising_Signals}, {Claygent_Qualifier.confidence}="High"), "Tier 1", IF(OR({Regex_Fundraising_Signals}, {Claygent_Qualifier.confidence}="Medium"), "Tier 2", "Tier 3")) Combines regex + AI confidence. Tier 1 = immediate outreach. Tier 2 = light vetting. Tier 3 = manual review or discard. 7 Final_Status Text Formula: =IF({Claygent_Qualifier.qualifies}=TRUE, "Qualified", IF({Claygent_Qualifier}="Skipped", "Filtered Out", "Disqualified")) Clean output for CRM sync or CSV export. Waterfall Gating Explanation Columns 1–2 pull baseline data with no AI involved. Column 3 applies the corrected regex pattern using unescaped pipes for proper alternation in Clay’s REGEXMATCH function; it acts as a fast, deterministic signal filter that gates ~60% of irrelevant records before any further processing. Column 4 enforces hard demographic rules (5–200 employees, US HQ, founded ≤2021) consistent with the 5+ years requirement. Column 5 (Claygent_Qualifier) is the credit sink and is wrapped in an IF statement so the AI only runs on records that pass both the regex and basic filters. Column 6 synthesizes regex match + Claygent confidence into PRIORITY_TIER (Tier 1 = regex match + High confidence; Tier 2 = regex or Medium confidence; Tier 3 = everything else). Column 7 delivers a clean, CRM-ready status. This architecture guarantees high recall on true fundraising consultancies [2][8] while eliminating SaaS vendors, actual nonprofits, pure staffing agencies, fintech platforms, and non-US firms before expensive AI enrichment triggers. Sources [1] NAICS Code 813219-01 - Fund Raising Counselors & Organizations — https://siccode.com/extended-naics-code/813219-01/fund-raising-counselors-organizations [2] Top 30+ Fundraising Consulting Firms for Better Fundraising DonorSearch — https://www.donorsearch.net/resources/fundraising-consulting-firms/ [3] CCS Fundraising - We partner with nonprofits for transformational change. — https://www.linkedin.com/company/ccsfundraising [8] 35+ Best Fundraising Consultants to Revolutionize Your ROI — https://alysterling.com/fundraising-consultant/ A Nonprofit Organization's Guide to Engaging an Executive Search Firm Bridgespan — https://www.bridgespan.org/insights/guide-to-engaging-executive-search-firm What's the Difference Between Nonprofit Executive Search and Recruiting? — Mission Edge Nonprofit HR, Accounting, & Fiscal Sponsorship Services — https://www.missionedge.org/news-and-resources/whats-the-difference-between-nonprofit-executive-search-and-recruiting Avalon Consulting Group LinkedIn — https://www.linkedin.com/company/avalon-consulting-group Bridge Philanthropic Consulting, LLC. LinkedIn — https://www.linkedin.com/company/bridge-philanthropic-consulting PITCH: Fundraising and Philanthropy Consulting LinkedIn — https://www.linkedin.com/company/pitch-fundraising-and-philanthropy-consulting The Compass Group - Engineering Philanthropy — https://www.linkedin.com/company/the-compass-group-inc- Top 7 Exceptional Nonprofit Executive Search Firms DonorSearch — https://www.donorsearch.net/resources/nonprofit-executive-search-firms/