Prospect Profile Template

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Prospect Profile Template

SECTION 3.2.d Financial Sustainability

Prospect Profile Template

Prospect Name:

Contact Information:

E-mail:

Phone:

Address:

Preferred method of contact:

Pathway/Key Relationships:

Ask Strategy & Rationale:

Why is this prospect a priority?

What are we asking for?

What are their funding interests and application guidelines?

July 2011 3.2.d Financial Sustainability 89 SECTION 3.2.d Financial Sustainability

Based on what we know/have learned about this prospect, what’s the approach that makes the most sense?

Background:

Include brief notes about the prospect’s history/biography, financial assets, philanthropic track record, etc.

Recommended Team:

Primary cultivator/contact:

Other volunteer(s):

Staff/support person:

July 2011 3.2.d Financial Sustainability 90

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