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Printable Guides: Prospect Research 101 (pdf) | Prospect Profile Template (doc) |
Net Worth
It is impossible to know all of a prospect’s assets and liabilities; therefore ,it is impossible to know their net worth. There are widely-used formulas that can obtain rough estimates, but there is no way to know an exact figure.
Stock Holdings of Non-officers
Bank Account Information and Status
Non-published Phone Numbers and Cell Phone Numbers
Most Personal Information (this is learned through personal contact with the donor)