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Donor Screening

[Recommended Book]

50 A$ks in 50 Weeks

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By Amy M. Eisenstein, CFRE
A Guide to Better Fundraising for Your Small Development Shop

Are you raising money for a nonprofit organization with a small development office or no paid fundraising staff? Do you want to raise more money? Are you stuck in a rut with your fundraising program? Do you want to feel motivated and re-energized about fundraising? Do you need an action plan?

While there are many critical components of a small development office, you cannot raise money if you do not ask for gifts. This book is about getting back to basics, increasing the number and size of gifts you ask for and receive, and keeping you disciplined so you remember to “ask” all year long.  Read more



[Tool]

Brainstorming Form

Use the brainstorming form to identify potential donors, board members or volunteers for your organization. This form can be used with board, staff and/or development committee to help you build your prospect lists.  Read more



[Private Vault Tool]


Capital Campaign Donor Screening Form

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An at-a-glance worksheet for screening donors and organizing the approach.  Read more


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[Private Vault Tool]


Major Gifts Confidential Contact Report Form

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A inner-office contact report form for screening and tracking the cultivation of major gift donors.  Read more


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[Tutorial]

Screening Sessions for Major Donors

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Average: 3.3 (3 votes)
Linda Lysakowski, ACFRE
CAPITAL VENTURE, President/CEO
Originally Published on the AFP Information Exchange

Many times in smaller organizations, executive directors and development directors will bemoan the fact that they do not have the "movers and shakers" on their board and therefore, cannot consider a major gift program or a capital campaign that relies heavily on leadership level gifts. Before writing off your board members, consider doing some brainstorming on major donor prospects. You may be surprised at the connections your board has in this regard.  Read more



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