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Run: Donor Wealth Screening Prospect Research Form

Use this donor wealth screening prospect research form to record capacity indicators, philanthropic history, affiliations, and assignment recommendations in ...

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Research Summary

Prospect Name (required)

Prospect ID

Internal identifier only; do not enter SSN, DOB, or other unnecessary PII.

Research Date (required)

Researcher Name (required)

Prospect Research Vendor / Source (required)

Source Notes

Include report date, confidence level, or limitations of the source.

Capacity Indicators

Estimated Capacity Range (required)

Capacity Confidence (required)

Capacity Indicators (required)

Capacity Summary

Briefly explain the evidence supporting the estimated capacity range.

Philanthropic History

Known Giving History (required)

Giving Interests

Recent Gifts Summary

Summarize notable gifts, ranges, or recurring support. Avoid entering unnecessary personal financial details.

Philanthropic Affiliations

List foundations, donor-advised funds, campaigns, or nonprofit boards connected to the prospect.

Known Affiliations and Connections

Affiliation Types

Internal Connections

Identify staff, volunteers, trustees, or campaign leaders who know the prospect.

External Connections

Note shared affiliations, mutual contacts, or organizations that may support outreach.

Conflict or Sensitivity Notes

Record any known conflicts, privacy concerns, or outreach sensitivities.

Prospect Rating and Assignment

Recommended Prospect Rating (required)

Assignment Recommendation (required)

Next Action (required)

Recommendation Rationale (required)

Explain how the capacity indicators, philanthropic history, and affiliations support the recommendation.

Consent, Disclosure, and Submission

PII Minimization Acknowledgment (required)

Yes No N/A

Data Use Acknowledgment (required)

Yes No N/A

Submission Notes

Add any final notes for the audit trail.

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Email (required)

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