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2B_-_Prospect_Tracking_Chart

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					                        CONFIDENTIAL                                                                                                                            Local Urban League Affiliate                                                                                                                                9/5/2011
                                                                                                                                                                                                                                                                                                                              Page 1
                                                                                                                                                                  Tracking Chart Template


                                                 Basic Information                                Urban League Relationship                                                                    Business Information                                                                                                                    Giving Informa


                                         Name
                                    Ind. Last Name                                                           Connection to the Urban         Business Affiliation or
  #                    Title                                 First Name   Spouse      Constituency                                                                      Business Sector        Job Title       CEO Name      Market Cap.     Corporate Revenue Membership Level                Cumulative Giving
                                      Corporation                                                                   League                     Contact Person
                                      Foundation
EXAMPLE




                                                                                                           Board member since 2005;
                                                                                                             Member of the Finance
                       Mr.               Smith                  John       Jane           Board                                                Smith Management           Hedge Fund             Owner                                                              Opportunity Circle               $13,000
                                                                                                         Committee since 2007; Introduced
                                                                                                                     by XXX
EXAMPLE




                                                                                                           Director was a previous Board
                                                                                                          member 2001-2004; Now serves                                    Community                                                                                 President's Circle,
                                Community Foundation                                   Foundation                                                 David Smith                                   Director                                                                                             $30,000
                                                                                                          on the Hospital Board with XXX                                 Empowerment                                                                                   Bronze level
                                                                                                               (an UL Board member)




                                                                                                          Adam Jones, Managing Partner -
EXAMPLE




                                                                                                           served on UL Board, has been
                                     City Law Firm                                      Corporate           involved locally since 2002.          David Smith              Law Firm         Managing Partner   Adam Jones                                           Chairman's Circle               $250,000
                                                                                                          Several staff have served on our
                                                                                                                        Board
DESCRIPTION OF FIELD




                                                                                            What                                                 Where are they
                                                                                                           How is the prospect connected to                                                                                 This information This information can
                                                                                   category/division, i.e.                                   employed? Are they on
                                                                                                               the organization? Or who                                                                                     can be helpful in    be helpful in                            What is their cumulative giving
                                                                                    Board, Corporate,                                        any corporate boards?
                                                                                                             identified them as a potential                                                                                 determining gift    determining gift                             to the Urban League?
                                                                                        Foundation,                                         And what type of business
                                                                                                                        prospect?                                                                                           request amount.    request amount.
                                                                                      Individual, etc.?                                               is it?




                       Legend:
                       "A" = Ask
                       "B" = Brief
                       "C" = Cultivate
                       "D" = Steward
                        CONFIDENTIAL                                                                                                      Local Urban League Affiliate                                                                                                                                             9/5/2011
                                                                                                                                                                                                                                                                                                                     Page 2
                                                                                                                                            Tracking Chart Template


                                                 Basic Information                             Giving Information                                                                                   Philanthropic Information


                                         Name
                                    Ind. Last Name                                                                                       Date of Largest                                                                                                                                                Prospect
  #                    Title                                 First Name   Spouse   Last Gift          Date of Last Gift   Largest Gift                         Giving Interest          Other Philanthropy              Wealth Indicators              Primary Solicitor         Secondary Solicitor
                                      Corporation                                                                                             Gift                                                                                                                                                       Rating
                                      Foundation
EXAMPLE




                                                                                                                                                                                                                      Palm Beach residence is
                                                                                                                                                                                      Trustee of ABC Museum.
                                                                                                                                                                                                                    worth $3.3M. Owns 100,000
                       Mr.               Smith                  John       Jane    $3,000                                  $10,000                                    Youth             Gave BMM a gift of                                              Patrick Franklin           Judge Rodgers         A-Ask
                                                                                                                                                                                                                    shares of XYZ Inc valued at
                                                                                                                                                                                        $1,000,000 in 2005.
                                                                                                                                                                                                                               $1.5M
EXAMPLE




                                                                                                                                                                                   Gives to: Community Hospital,
                                                                                                                                                                                                                      Annual Report states that
                                                                                                                                                                 Community            $20,000; City Museum,
                                Community Foundation                               $5,000                                   $5,000                                                                                   they awarded $150,000 in            Warren Logan            XXX Board member        B-Brief
                                                                                                                                                                Development        $15,000; Boys and Girls Club,
                                                                                                                                                                                                                               2007
                                                                                                                                                                                              $10,000
EXAMPLE




                                                                                                                                                                                      Urban League is largest
                                                                                                                                                                                     benefactor, others include:
                                     City Law Firm                                 $25,000                                 $50,000                         Education, Employment                                                                           Jim Buford                Ed Higgins        C-Cultivate
                                                                                                                                                                                   Boys & Girls Clubs of America,
                                                                                                                                                                                   $50,000; United Way, $25,000
DESCRIPTION OF FIELD




                                                                                                                                                                                      Is the prospect on any
                                                                                                                                                                                                                    Has research provided any
                                                                                                                                                                                   charitable boards? Have they                                     Who will be soliciting the                         See Legend
                                                                                                                                                                                                                   major wealth indications, i.e.
                                                                                                                                                                                   given any large gifts to other                                        individual?                                    in Footer.
                                                                                                                                                                                                                  real estate, investments, etc.?
                                                                                                                                                                                          organizations?




                       Legend:
                       "A" = Ask
                       "B" = Brief
                       "C" = Cultivate
                       "D" = Steward
                        CONFIDENTIAL                                                                                                                              Local Urban League Affiliate                                                                                                                                  9/5/2011
                                                                                                                                                                                                                                                                                                                                  Page 3
                                                                                                                                                                    Tracking Chart Template


                                                 Basic Information                                                            Solicitation                                                                                                                                               Other


                                         Name                                                     Possible Area of        Date of
                                                                                      Gift
                                    Ind. Last Name                                                  Support or           Briefing/    Date of                     Type of Last Date of Last                    Next Action                                    Volunteer
  #                    Title                                 First Name   Spouse    Request                                                            Status                                                                                Gift Amount                                    Comments/ Notes
                                      Corporation                                                   Recognition         Cultivation Request Visit                   Contact      Contact                          Step                                       Candidate?
                                                                                    Amount
                                      Foundation                                                    Opportunity          Meetings
EXAMPLE




                                                                                                                                                                                                                                                             Major Gifts
                       Mr.               Smith                  John       Jane      $25,000      Program Naming                      10/12/2008       Verbal      Phone Call      10/16/2008         Conduct Follow-up Visit (PF)
                                                                                                                                                                                                                                                           Divisional Chair
EXAMPLE




                                                                                                                                                                      EOD
                                                                                                                                                                                                                                                             Foundation
                                                                                                     Computer                                                       Breakfast,
                                Community Foundation                                 $25,000                            2/18/2009                     Pending                                          Prepare for Breifing Meeting                         Action Group
                                                                                                 Classroom Naming                                                   thank you
                                                                                                                                                                                                                                                              Member
                                                                                                                                                                      letter
EXAMPLE




                                                                                                                                                                                                                                                                               Adam enjoys playing golf; consider cultivation
                                                                                                                                                                                                 Invite Adam to cultivation event at Board                 Corporate Action
                                     City Law Firm                                   $75,000      Program Naming                                      Pending      Phone Call      12/21/2008                                                                                 through through golf tournament and/or a game
                                                                                                                                                                                                              Chair's home                                  Group Member
                                                                                                                                                                                                                                                                                     with Jim Buford and David Smith




                                                                                                                                                                  What was the
DESCRIPTION OF FIELD




                                                                                                                                                                    type of the
                                                                                                                                                                   last contact
                                                                                                 What recognition or                                 What is the      with the
                                                                                                                                     What was the                                                                                                          Are they a
                                                                                    What is the    commemorative                                    status of the prospect, i.e.                                                         What was the
                                                                                                                                      date of the                                                What are the next action steps and who                    volunteer
                                                                                   total request giving opportunities                                 request?     follow-up to                                                         total amount of                                       General notes
                                                                                                                                      solicitation                                                          is responsible?                             prospect? What
                                                                                     amount? have been or will be                                   Blank for no request, a call                                                            the gift?
                                                                                                                                         visit?                                                                                                            position?
                                                                                                   offered to them?                                request made. to schedule
                                                                                                                                                                  appointment,
                                                                                                                                                                  etc.? And the
                                                                                                                                                                       date?




                       Legend:
                       "A" = Ask
                       "B" = Brief
                       "C" = Cultivate
                       "D" = Steward

				
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