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Profile Samples

Identification Profile (pdf)
Solicitation Profile (pdf)
Corporate Profile (pdf)

Articles, Tips and Worksheets

  • Do you Have Enough Donors for Your Campaign? Published in the AFP Greater Philadelphia Chapter e-news, Fundline, July 2011 (pdf)
  • Estimating Hedge Fund Manager Compensation (pdf)
  • Cultivation Strategy Worksheet (pdf)
  • Get Ready for a Prospect Screening! (pdf)
  • Penny Prospector Gets the Scoop on Insider Compensation (pdf)
  • Letter to Board Members: Privacy and Prospect Research (pdf)
  • Simple Capacity Rating Formulas (pdf)
  • Glossary of Terms (html)
  • Three simple steps to a prospect management system (pdf)
  • Getting your fruits and vegetables: corporate and foundation research (pdf)
  • Prospect Research: I've got the software! (pdf) (AFP pdf )

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Information Seeking is a one-page, bi-monthly e-newsletter which is packed full of practical tips for using prospect research to focus your fundraising and boost giving.

Click here for Archives
InfoSeeking

Past topics include:

  • Dealing with Dirty Donor Data
  • Finding Wealthy New Prospects Now
  • Donor Trust & Prospect Research

 

Presentations

Click here for upcoming workshops!


Prospect Research in a Campaign (PowerPoint) (PDF)
Demonstrating how to use prospect research to validate and achieve campaign goals for AFP-GPC Sep 2011




Using Prospect Research to Boost Giving (PowerPoint)
AFP Polk County Chapter, Apr 2009
AFP Nature Coast Chapter, Mar 2009
AFP SouthWest Florida Chapter, Jan 2009

 

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