Supporter Scoping

Use this tool to identify and scope out potential supporters of your organisation.

Name of individual/company (prospect):
Phone:							Email:
	Benefit
	5						Why has this prospect been identified? (check appropriate boxes)
	4						Gifts / Funding		Vested interest is apparent
	3						In kind resources		Advocacy potential / influencer
	2						Expertise support		Legacy giving potential
	1	2	3	4	5		Contacts or networking potential		Volunteering
		Resource Required					Potential board/trustee member		Other:
	Rate the Benefit Potential (vertical) 1 to 5. Rate the Resource Required to engage the prospect (horizontal) 1 to 5. Match them on the grid to determine if you should pursue the propect. Green = Yes. Yellow = more thought required. Red = No.						Other:		Other:
What do we know about them? Professional Background? What do they have a passion for? Is there a history of giving?  Locality? Reputation/reputational risk?
What do we not know about them? Current employment status? Financial stability? Philanthropic interest? Personal network?
How to find gaps in information: Networking opportunities? Could we mail/email/cold call? Can we create an event and target them as attendees? eg. Awards dinner, Founders event etc. Can we create and send a member/supporter info pack?

Please contact us if you would like a copy of the form.