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Printable Guides: Prospect Research 101 (pdf) | Prospect Profile Template (doc) |
Check your existing constituent records. Does your prospect already have a relationship with your organization? If so, even if it is one gift given several years ago, that one gift indicates an interest in your organization.
The donor record should contain helpful information, such as: biographical information, the relationship to your organization (donor, board member, volunteer), giving history, event attendance, notes (past research, important miscellaneous information), correspondences, and actions.