Get Prospect Identification Form

Filling out the Prospect Identification Form online is a straightforward process that allows you to capture essential information about potential donors and supporters. This guide provides a step-by-step approach to ensure you accurately complete each section of the form.

Follow the steps to effectively fill out the Prospect Identification Form

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the organizational details, including the date of the profile, prospect name, and ID number. Specify the individual's affiliation to your organization, such as donor, friend, volunteer, or staff.
3. If known, include the interest area of the prospect to help tailor future engagement efforts. This could relate to specific philanthropic interests the prospect may have.
4. Fill out the biographical information starting with the home address, phone number, and email. Then proceed to enter the business address and related contact details.
5. In the giving summary section, document key giving details. This includes the amount and date of the last gift, the largest gift recorded, total giving over time, and the total number of gifts. Note any specific programs or projects supported by the prospect.
6. Collect personal interests and hobbies, as well as the prospect's birthdate and educational background, including colleges attended and degrees earned.
7. Outline family information, including the name of the spouse and details about children, such as number, ages, and names.
8. List community affiliations, including organizational memberships, civic interests, and any honors or awards received.
9. Document charitable contributions to other organizations, including the name of the recipient and the contribution amount or range if known.
10. Complete the financial section by estimating earnings, real estate holdings, publicly recorded stock holdings, and any other assets like boats or business interests.
11. Estimate the capacity rating to assess the largest potential gift over the next five years.
12. Indicate the name of the prospect manager assigned to this prospect.
13. Record the contact history, detailing dates and types of contact such as visits, phone calls, and events.
14. Identify the stage of engagement with the prospect, whether it is identification, discovery, cultivation, solicitation, or stewardship.
15. Specify the expected solicitation amount for this cycle.
16. Make any additional notes or comments relevant to the prospect.
17. Finally, ensure all information is accurate and current before saving changes, downloading, printing, or sharing the form as needed.

Start filling out your Prospect Identification Form online today to connect with the right people for your organization.