FUNDRAISING 6

Examine each of the following as background and resources for this assignment:

Sample Prospect Report. This sample form shows typical information a nonprofit might record about a prospective donor. (This document is also found in the “Forms, Examples, Resources” folder.)
The Donor Cultivation System. This discusses ways to cultivate prospects.
Three Ways to Identify a Major Donor. This article discusses ways to discover major contributors among donors you already know.

Based on the Weinstein text (chapters 4, 6, and 7) and the resources provided, prepare a prospect report on one or more members of your organization’s board of directors. Based on your organization’s board and information, identify current and prospective major donors or individual donors.

This information could be presented in a number of different formats. For this assignment, a Word document that includes a narrative overview accompanied by a table of the information will be acceptable.
References Benignant De Eagle, Inc. (2015). About Benignant de Eagle Foundation. Retrieved from Benignant de Eagle Foundation: http://www.benignantdeeagle.org/who-we-are-promoting-stem-and-girls-education-worldwide

Sample Prospective Donor Form

A report like this may be used in assessing the capacity to give by identifying interests and willingness to contribute to the organization. A form like this would probably be one of several elements in a prospect management system.

<i>Please note:</i> The contents of this report are entirely fictitious.

CONFIDENTIAL

NAME: Tanner, Rosco

CROSS-REFERENCE: Wife, Nancy Tanner, served on membership committee,
1999-2002

RESIDENCE/PHONE: 1824 Milbank Lane, Villanova, PA 19087 610/555-1234

POSITION AND FIRM: President, Tanner Consultants, Inc. 224 West Broad Street
Philadelphia, PA 19104 215/555-3211

OTHER AFFILIATIONS:
• Director, First National Bank of Ardmore
• Director, YMCA of Lower Merion
• Trustee, Rosemont College

CLUBS AND ORGANIZATIONS:
• National Leaders in Online Consulting
• Sierra Club

FINANCIAL POSITION: Base salary $320,000; income from trusts $100,000;
Holds 87,320 common shares of Tanner Consultants at 18 3/8 (as of 1/8/04) worth $1,604,505.

AFFILIATION WITH YOUR ORGANIZATION: Member since 1998

EDUCATION: U of Penn, MBA 1978, U of Penn, B.A. in Political Science 1976.

PERSONAL HISTORY:
• Born 3/30/54 in St. Louis, M). Son of William and Lois (Davis) Tanner; married Nancy Thayer (6/10/80); Children: Thomas William (7/11/84) and Jennifer Lois (8/20/87)
• Boeing Account Rep 7/78 – 8/82
• KPMG, managing director, 8/82-9/92
• Tanner Consulting, founder, president 9/92 – present

GIFTS:
• YMCA: $5,000 2003; $3,000 2002; $2,000, 2001
• Rosemont College: $10,000 2003; $10,000 2002

RELIGION/POLITICAL
Affiliation: Presbyterian, Democrat

INTERESTS: environment, running, bicycling, current events

CORRESPONDENCE:
• Letter welcoming him to membership, 11/11/98;
• Letter inviting him to review papers submitted for undergrad research award 12/1/99; accepted in email 1/3/00

OTHER PERTINENT INFORMATION:
Chairman-elect of Rosemont Board of Trustees
PREVIOUS INFORMATION

FUNDRAISING 6

Examine each of the following as background and resources for this assignment:

Sample Prospect Report. This sample form shows typical information a nonprofit might record about a prospective donor. (This document is also found in the “Forms, Examples, Resources” folder.)
The Donor Cultivation System. This discusses ways to cultivate prospects.
Three Ways to Identify a Major Donor. This article discusses ways to discover major contributors among donors you already know.

Based on the Weinstein text (chapters 4, 6, and 7) and the resources provided, prepare a prospect report on one or more members of your organization’s board of directors. Based on your organization’s board and information, identify current and prospective major donors or individual donors.

This information could be presented in a number of different formats. For this assignment, a Word document that includes a narrative overview accompanied by a table of the information will be acceptable.
References Benignant De Eagle, Inc. (2015). About Benignant de Eagle Foundation. Retrieved from Benignant de Eagle Foundation: http://www.benignantdeeagle.org/who-we-are-promoting-stem-and-girls-education-worldwide

Sample Prospective Donor Form

A report like this may be used in assessing the capacity to give by identifying interests and willingness to contribute to the organization. A form like this would probably be one of several elements in a prospect management system.

<i>Please note:</i> The contents of this report are entirely fictitious.

CONFIDENTIAL

NAME: Tanner, Rosco

CROSS-REFERENCE: Wife, Nancy Tanner, served on membership committee,
1999-2002

RESIDENCE/PHONE: 1824 Milbank Lane, Villanova, PA 19087 610/555-1234

POSITION AND FIRM: President, Tanner Consultants, Inc. 224 West Broad Street
Philadelphia, PA 19104 215/555-3211

OTHER AFFILIATIONS:
• Director, First National Bank of Ardmore
• Director, YMCA of Lower Merion
• Trustee, Rosemont College

CLUBS AND ORGANIZATIONS:
• National Leaders in Online Consulting
• Sierra Club

FINANCIAL POSITION: Base salary $320,000; income from trusts $100,000;
Holds 87,320 common shares of Tanner Consultants at 18 3/8 (as of 1/8/04) worth $1,604,505.

AFFILIATION WITH YOUR ORGANIZATION: Member since 1998

EDUCATION: U of Penn, MBA 1978, U of Penn, B.A. in Political Science 1976.

PERSONAL HISTORY:
• Born 3/30/54 in St. Louis, M). Son of William and Lois (Davis) Tanner; married Nancy Thayer (6/10/80); Children: Thomas William (7/11/84) and Jennifer Lois (8/20/87)
• Boeing Account Rep 7/78 – 8/82
• KPMG, managing director, 8/82-9/92
• Tanner Consulting, founder, president 9/92 – present

GIFTS:
• YMCA: $5,000 2003; $3,000 2002; $2,000, 2001
• Rosemont College: $10,000 2003; $10,000 2002

RELIGION/POLITICAL
Affiliation: Presbyterian, Democrat

INTERESTS: environment, running, bicycling, current events

CORRESPONDENCE:
• Letter welcoming him to membership, 11/11/98;
• Letter inviting him to review papers submitted for undergrad research award 12/1/99; accepted in email 1/3/00

OTHER PERTINENT INFORMATION:
Chairman-elect of Rosemont Board of Trustees
PREVIOUS INFORMATION

FUNDRAISING 6

Examine each of the following as background and resources for this assignment:

Sample Prospect Report. This sample form shows typical information a nonprofit might record about a prospective donor. (This document is also found in the “Forms, Examples, Resources” folder.)
The Donor Cultivation System. This discusses ways to cultivate prospects.
Three Ways to Identify a Major Donor. This article discusses ways to discover major contributors among donors you already know.

Based on the Weinstein text (chapters 4, 6, and 7) and the resources provided, prepare a prospect report on one or more members of your organization’s board of directors. Based on your organization’s board and information, identify current and prospective major donors or individual donors.

This information could be presented in a number of different formats. For this assignment, a Word document that includes a narrative overview accompanied by a table of the information will be acceptable.
References Benignant De Eagle, Inc. (2015). About Benignant de Eagle Foundation. Retrieved from Benignant de Eagle Foundation: http://www.benignantdeeagle.org/who-we-are-promoting-stem-and-girls-education-worldwide

Sample Prospective Donor Form

A report like this may be used in assessing the capacity to give by identifying interests and willingness to contribute to the organization. A form like this would probably be one of several elements in a prospect management system.

<i>Please note:</i> The contents of this report are entirely fictitious.

CONFIDENTIAL

NAME: Tanner, Rosco

CROSS-REFERENCE: Wife, Nancy Tanner, served on membership committee,
1999-2002

RESIDENCE/PHONE: 1824 Milbank Lane, Villanova, PA 19087 610/555-1234

POSITION AND FIRM: President, Tanner Consultants, Inc. 224 West Broad Street
Philadelphia, PA 19104 215/555-3211

OTHER AFFILIATIONS:
• Director, First National Bank of Ardmore
• Director, YMCA of Lower Merion
• Trustee, Rosemont College

CLUBS AND ORGANIZATIONS:
• National Leaders in Online Consulting
• Sierra Club

FINANCIAL POSITION: Base salary $320,000; income from trusts $100,000;
Holds 87,320 common shares of Tanner Consultants at 18 3/8 (as of 1/8/04) worth $1,604,505.

AFFILIATION WITH YOUR ORGANIZATION: Member since 1998

EDUCATION: U of Penn, MBA 1978, U of Penn, B.A. in Political Science 1976.

PERSONAL HISTORY:
• Born 3/30/54 in St. Louis, M). Son of William and Lois (Davis) Tanner; married Nancy Thayer (6/10/80); Children: Thomas William (7/11/84) and Jennifer Lois (8/20/87)
• Boeing Account Rep 7/78 – 8/82
• KPMG, managing director, 8/82-9/92
• Tanner Consulting, founder, president 9/92 – present

GIFTS:
• YMCA: $5,000 2003; $3,000 2002; $2,000, 2001
• Rosemont College: $10,000 2003; $10,000 2002

RELIGION/POLITICAL
Affiliation: Presbyterian, Democrat

INTERESTS: environment, running, bicycling, current events

CORRESPONDENCE:
• Letter welcoming him to membership, 11/11/98;
• Letter inviting him to review papers submitted for undergrad research award 12/1/99; accepted in email 1/3/00

OTHER PERTINENT INFORMATION:
Chairman-elect of Rosemont Board of Trustees
PREVIOUS INFORMATION