Ryan Clement Consulting · Free research resource
Prospect research profile template
Prepare a focused donor briefing. Record what the evidence supports, what remains unknown, and the next question to ask.
Type in the fields, then choose Save a copy to download your completed worksheet. Reopen that HTML file in your browser to continue editing. Changes are not saved automatically. Print also lets you save a PDF.
This worksheet sends no field contents to a server and uses no analytics or external scripts. Store completed profiles according to your organization’s data policies.
Purpose and ownership
Full name and distinguishing details
What decision or meeting does this support? Who will use it?
Name, prepared date, reviewer, and next review date
Relevant background and relationships
Relevant role, organization, community involvement, and source IDs
Confirmed relationships, engagement, contact preferences, and source IDs
Giving and capacity evidence
Recipient, year, amount or published range, source ID, and identity match status
Relevant sourced indicators only; distinguish assets, estimates, and verified gifts
Separate expressed interests from researcher interpretation
Sources and uncertainty
For each claim: source ID, title or record, publisher or owner, URL or internal reference, date, access date, and limitations
Record missing evidence, identity questions, and what needs verification
Next steps and review
Proportionate action, responsible person, and due date
What can only the person clarify?
Reviewer name, date, corrections, and approved use