Creating a Major Gift Prospect Profile Checklist

Use this question checklist to determine major donor cultivation prospects:  

• What are the prospect’s interests?  

• How much have they previously contributed to your organization?  

• What is the largest gift they have ever given to your organization?  

• When was the last time they contributed to your organization? 

• What is the largest gift they have ever given to any organization? 

• Who on the Board or staff could be helpful with cultivating the solicitation?  

• Do they give individually or through their company or family foundation?  

• Do they have a philanthropic fund with a local foundation? If so, how large is their fund?  

• Are they potential candidates for estate planning and/or deferred giving?  

• Who are their key financial advisors?  

• Have they recently come into wealth, sold a business or inherited significant resources?  

• How financially secure is their business?  

• Do they have a loved one who may be appropriate for memorializing or distinguishing with an honorarium gift?  

• Does someone within your organization have an established relationship with the prospect which would be supportive of the solicitation?  

• Would the prospective donor raise any issues relative to the solicitation?  

• What would be the best setting to conduct an initial meeting?  

• How much could you reasonably ask them to consider as a gift?  

• What information, materials, hand-outs or visuals would be helpful to inspire a particular prospect?  

How do I create a major gift prospect profile checklist? | How does major gift prospect profile checklist work in EveryAction? | Why can't I create a major gift prospect profile checklist? | Where do I create a major gift prospect profile checklist in EveryAction? | What is major gift prospect profile checklist in EveryAction? | How to create a major gift prospect profile checklist? | Can I create a major gift prospect profile checklist in EveryAction?