It is essential that you are professional and respectful in showing that you have done your homework on a donor and the work they have supported before.

Remember to test your prospect information against an ethics checklist: 

  1. Is it public? 
  2. Is it respectful? 
  3. Is it accurate? 
  4. Is it important to securing the gift? 
  5. Is it important to donor cultivation? 

Exercise adapted from page 42 in “Prospect Research: A Primer for Growing Nonprofits” by Cecilia Hogan (2008). 

Suggested Resource:

This book415EDr7MUAL._SX335_BO1,204,203,200_ by Cecilia Hogan titled “Prospect Research: A Primer for Growing Nonprofits” is one of our go-to resources on prospecting; it may be worth looking in to for an in depth understanding of this stage in your fundraising cycle.