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.