Reference Library

Feel free to use these materials.  I wrote them for particular clients or workshops, but believe they may be universally applicable.

The sequence of prospect cultivation

social worker and big game hunter

Prospect List

Prospect research

A donor visit is a three ring circus

Four kinds of donor engagement

Questions to ask your donors

When to ask for a gift

Board fundraising checklist sample

And here are some reports (by other people) of general interest:

Survey of high net worth donors

Under Developed report by CompassPoint January 2013