This is a collection of tools — and instructions on how to use them — that will take you from identifying donors and cultivating them to getting the gift. There are three principle tools in this system: Prospect Ratings Tools, Moves Management Tools, and Prospect Call Sheets.

A form used to maintain critical prospect information, including a formal research and peer research.

The task of information gathering and organization is thoroughly outlined in a presentation prepared for the Public Television Major Giving Initiative by Abbey Silberman, Senior Consultant to Marts & Lundy.

A ratings system used to gather a volunteer group's analysis of a prospect's capacity (ability to make a large gift) and probable interest.

A sample letter from Louisiana Public Broadcasting used to ensure the confidentiality of information discussed during a prospect rating session.

Call Reports should be used to help record information from conversations with prospects and donors. This file Includes a call sheet template, an example call sheet (filled in), and a simplified template for volunteers.

Joshua Birkholz of Bentz Whaley Flessner offers this step-by-step approach to profiling, identifying, and tracking prospects.