December 2015 - Major Donor Notes
Hey all - please fill out this form with the most important details of your conversations with donors so we can record the info.

Please think not only about what you will want to remember in 6 months when we do our next fundraising campaign, but - if it isn't in the notes already - information that a new solicitor might want about them in case your list gets switched around.

Goes without saying, but please remember to describe our donors and your relationships with both honesty and respect.

Thanks so much,
Ari


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Solicitor Name *
Donor(s) Name(s) *
What were the highlights of your conversation? What did you learn about this donor?
Did they make a pledge?
If so, for how much? what is their plan to fulfill it? Do they need any admin support from us to process their gift?
Follow-up
Is there anything specific they want or need from us? (documents, a conversation with another JVPer, etc)
Best way to get in touch
did you call them during the day? weekend? email? Did they say how they'd prefer to hear from us?
Contact Info Updates
Did you find a phone number or address for this donor that wasn't on your info sheet? Did you find that information provided was incorrect?
Anything else?
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