Prospect Research Worksheet for Foundations and ... AWS

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Figure 4.1

Prospect Research Worksheet for Foundations and Corporations Name: ______________________________________________________ Contact Person/Title: __________________________________________ Address: ____________________________________________________ City: ________________________ State: ______ Zip Code: __________ Telephone: __________________________________________________ E-mail: ______________________________________________________ Web Site Address: ____________________________________________ Number of Employees [if applicable]: __________________________ Year Founded: ________________________________________________ Donors: ______________________________________________________ Products/Services [if applicable]: ______________________________ Foundation Type: ___Independent ___Community Foundation ___Corporate/Company Sponsored ___Corporate Giving Program Total Assets: ________________________________________________ Gifts Received: ______________________________________________ Total Grants: ________________________________________________ Grant Ranges: ________________________________________________ Period of Funding: ____________________________________________

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Subject Focus (list in order of importance): ____________________ ______________________________________________________________ ______________________________________________________________ Geographic Limitations: ______________________________________ ______________________________________________________________ ______________________________________________________________ Population Group(s) Served: __________________________________ ______________________________________________________________ ______________________________________________________________ Type(s) of Support:____________________________________________ ______________________________________________________________ ______________________________________________________________ Type(s) of Recipient(s): ________________________________________ ______________________________________________________________ ______________________________________________________________ Personnel (chairman, chief executive officer, other officers and directors, staff): ______________________________________________ ______________________________________________________________ ______________________________________________________________ Application Requirements: ____________________________________ ______________________________________________________________ ______________________________________________________________ Printed Guidelines?

___Yes

___No

Deadline: ____________________________________________________ Board Meeting Date(s):________________________________________ ______________________________________________________________ Initial Approach (letter of inquiry, formal proposal): ____________ ______________________________________________________________

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Reasons This Foundation or Corporation Would Want to Fund Your School: __________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ Restrictions on Funding: ______________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ Comments: __________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________

Research Prepared By: ________________________________________ Date: ________________________________________________________

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