Individual Prospect Profile Form
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1INDIVIDUAL PROSPECT PROFILE FORM
I. BIOGRAPHICAL INFORMATION
1. Name
2. Business
3. Title
4. Spouse’s Business
5. Spouse’s Title
6. Corporate/Philanthropic Affiliations
II. PAST STATION INVOLVEMENT
1. Interests
2. Issues
3. Programs
III. GIVING HISTORY
1. Total Giving
2. Largest Gift/pledge (to date)
3. Membership level/annual appeal level
4. Benefactor status
IV. WEALTH INDICATORS
1. Investments
2. Inheritance
3. Salary
4. Real Estate
5. Philanthropy
6. Other (specify)
V. PROSPECT RATING
Based on above information, suggest a giving level/rating for the individual’s capacity for a five-
year stretch gift.
Courtesy, The Galler Group,
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Parent category: Business