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PRISM - Prospect Research & Intelligence System for Major Gifts

Author: Jacob V. Sykora
Organization: Archdiocese of Omaha
File: PRISM.xlam
Version: 2.10 (May 2026)


DESCRIPTION

PRISM (Prospect Research & Intelligence System for Major Gifts) is an Excel-based toolkit developed for the Archdiocese of Omaha to assist diocesan and parish development offices in automating donor research and data collection.

The system integrates publicly available information into a streamlined, repeatable process, helping Catholic organizations improve stewardship efficiency and data accuracy while remaining compliant with privacy and ethical standards.

PRISM is packaged as a .xlam Excel Add-in and runs entirely within Microsoft Excel using VBA and Power Query. No external software installation is required.


KEY FEATURES

Donor & Contact Research

  • Automated lookups from publicly available data sources
  • Intelligent result parsing and filtering for clean, structured outputs

Contributions & Public Filings

  • Built-in search for publicly disclosed campaign and contribution data
  • Duplicate and ambiguous result filtering

Property & Parcel Data Queries

  • Support for multiple county-level systems in Nebraska
  • Unified output format for simplified data handling

Address Normalization

  • Built-in Power Query functions to standardize and expand address data
    • Normalize
    • Unabbreviate
    • normalizeColumns

Geographic & ZIP Filtering

  • Configured for Nebraska counties
  • Automatic mapping between ZIP codes and parcel search endpoints

USAGE NOTES

  • PRISM is designed primarily for internal use by the Archdiocese of Omaha Stewardship and Development Office.
  • The add-in runs entirely within Excel, no internet browser automation or third-party dependencies.
  • The codebase is modular, enabling controlled customization for other dioceses or authorized Catholic institutions.

SUPPORT & CONTACT

The Author welcomes collaboration with other Catholic dioceses, parishes, or affiliated ministries seeking to responsibly implement PRISM for their stewardship efforts.

If your organization is interested in adopting PRISM or receiving technical guidance, please contact Jacob Sykora to request information.

Author: Jacob Sykora


DISCLAIMER

This tool is provided "as-is" with no warranties. Unauthorized redistribution or modification is prohibited. Users are responsible for complying with data privacy and acceptable use policies.


LICENSE

PRISM (Prospect Research and Intelligence System for Major Gifts) is the intellectual property of Jacob Sykora and the Archdiocese of Omaha.

Permission to use PRISM is granted exclusively to:

  • The Archdiocese of Omaha
  • Other Catholic dioceses or affiliated institutions with prior written approval from Jacob Sykora and the Archdiocese of Omaha.

Redistribution, modification, or use outside the approved scope is prohibited without express permission.

All rights reserved.

About

This it the public page for the PRISM System. PRISM (Prospect Research & Intelligence System for Major Gifts): An Excel/VBA + Power Query toolkit for nonprofit donor research and automation for stewardship and development teams.

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