Screening Sessions for Major Donors

* organization volunteers with broad community connections.

It is crucial to start with a preliminary list. It’s often hard to get a brainstorming session started with a blank slate. Prepare a list of the top 10 percent of donors to your organization or other prospects that you feel might have the potential to make a major gift. List the giving history of these people, with their largest gift and most recent gift. Provide a column for each of the key ingredients: linkages, ability and interest. Be sure to mark the sheets “highly confidential.” And, of course, if gifts have been made anonymously, do not list them.