Peer Screening

Peer Screening What Might you Include in a Screening List *

Option I

Name
Spouse Name
City and State of Residence
Degree Year
Major/Program of Degree

Option II
Prospects who live in the same zip/postal code of the screener(s)

Names
Addresses

Option III

Names
Spaces for:
- Capacity (lifetime giving)
- Solicitation Codes (ready to be asked, further cultivation, research requested)
- Prospect's Interests
- Reviewers Comments
- Willingness to solicit the prospect

Option IV

Name
Relationship to the organization
City and State

Option V

Name
Company Name
Spaces for:
- Board/Volunteer Interests
- Relationship to Reviewer
- Suggested Solicitor

Option VI

Name
Company
Highest Giving Level
Spaces for:
- "I don't know them but I know who does" (place for name)
- "I know them and have knowledge I should share" (place for info)
- "I would like to be their solicitor" (yes/no)
- Capacity (+/-)
- Inclination (yes/no)
- Reviewer's Notes

* Or any Combination of the Above

Jennifer Cooper, Executive Director of Development Operations, Vanderbilt University

Since April of 2004, Jennifer Cooper has had oversight responsibilities for Vanderbilt University's offices of Prospect Research, Information Management, and Gift/Record Processing. From 1993 to 2003, she was the Director of Research & Prospect Management at the University of Oregon Foundation. She has been a frequent presenter for both the Association of Professional Researchers for Advancement (APRA) and CASE. Last year, she served as co-chair for the CASE conference for Prospect Research, was the Prospect Management track chair at the APRA International Conference in Dallas, TX, and was the Prospect Research faculty for CASE's Summer Institute for Advancement Services in Nashville, TN. Jennifer has a BA in Public Relations and a BS in Telecommunications & Film both from the University of Oregon.

Overview of Peer Screening.

Prospect Screening Checklist.