Sample Report

The following is an example of the type of data that can be compiled in a donor prospect report:

Information Supplied by Client

Bill and Cathy Johnson: 123 Anywhere St. Atlanta, GA  30306

Data in Donor Prospect Report

Corporate: Bill Johnson is the CEO of ACME Corporation. The ACME Corporation has 108,330 employees and has a sales volume of $9.8bil. His income is in excess of $225K/year.

Real Estate: Prospect has a 5,000 sq/ft 5 bedroom 4.5 bath home with a two-car garage. The home has a market value of $550K. The home was purchased in 2006 and their loan was refinanced on December 19, 2009 for $131K with a variable interest rate.

Stock: Bill owns stock in the ACME Corp. with an estimated value of $5mil and stock in Wagner Power Co. with an estimated value of $1.5mil.

Political Campaign Contributions: Prospect contributed $2,500 to the Republican National Committee and $1000 to the George W. Bush campaign in 2004.

Board Membership: Bill is the president and trustee of God's Gift Foundation, Inc., a private grantmaking foundation as well as president and trustee of the John S Doe Educational Foundation Inc.

Charitable Giving: Bill donated $5,000 to the American Cancer Society in 2007, 2008, and 2009.  He donated $1,000 to the University of Georgia in 2009, and $500 to the Atlanta Symphony Orchestra in 2009.