Contact name and title, organization name, and address;
on the dates and content of phone calls or emails
with prospects) and prospects’ project or program
interests;
Phone and email for the contact person and website
address for the organization;
Next steps – when should you follow-up with
someone and about what? What is the next logical
step to help them build interest in your organization
or to check in on funding? Make a concrete plan for
engaging each potential donor.
Potential funding amount (based on their prior gifts
to other organizations of similar size and type to
your own);
may also want to keep track of your notes
You
on the cultivation process (such as information
Sample Prospect List: Women’s Self-Help Association*
PROSPECT NAME
POTENTIAL GIFT
AMOUNT
TIMELINE/NEXT STEPS