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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.
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Social Value World Pty Ltd. - Australian Company Number 659 330 202
  • Home
  • Our Services
    • Bid Writing & Application Support
    • Food Poverty & Wellbeing
    • Violence reduction work
    • Local Government Consulting
    • Corporate Social Responsibility
  • case study
  • Top Tips - partnerships
  • Contact us