Key:
Current
Prospect
Classification
Volunteer, prospective donor, current donor (within last fiscal year), past donor (most recent
donation was more than 1 fiscal year ago), prospective advocate, LA board member, CISGA
former board member, CISGA current board member
Gift Potential
Rating is over the course of 3 years, keeping in mind that some people may prefer to give on a
monthly basis options are <5K, 5K-10K, 10K-50K, +50K
Inclination to give options are High (ready to be asked within the next 2 month), Medium
(ready to be asked within the next 6 months with cultivation), Low (ready to be asked in 6
months or more), Unknown
Key Decision
Maker(s)
Indicate who makes the decision regarding gifts. Options are prospect, spouse, children,
trustees, another staff member, etc.
Key Solicitor
Indicate staff or board member name
CONFIDENTIAL
Prospect Strategy
Lemon,Liz
Title: Producer
Organization: WCIS
Email address: llemon@wcis.com
Phone: (o) 777-9311
Business Address: 123 Sesame Street, Mytown, USA
Home Address: 1313 Mockingbird Lane, Mockingbird Heights
(m) 867.5309
Current Prospect Classification(s): Prospective Advocate
Gift potential: Gives$500/yr to political campaigns, $3,500/yr to alma mater, GMU
Key decision maker: Liz and husband, Buzz
Key Solicitor: Steve Busybody, Board of Directors
Total Giving to CIS (include allocation): $700: $25/yr in 2008, 2009, 2010, 2011 for Back to School drive
$600 in 2011 as corporate table host for Student Success Luncheon
Current Stewardship Strategy: Continue yearly invitation to Student Success Luncheon (has attended since2007),
invite to “Coffee and Crumpets with CIS” in Spring 2012, honor at the Annual Meeting as a SuperStar Supporter (3+
consecutive years as a donor)
Initial introduction to CIS: Steve Busybody, a fellow GMU alumnus on CIS Board invited her to the Student Success
Luncheon in 2007 after WCIS rejected request to co-sponsor luncheon
Current Relationships within CIS: Steve Busybody, primarily. Formally met executive director at the luncheon in 2007
but they both attend First Presbyterian
History of interactions: Gives $25 check to Steve Busybody each year when they attend GMU alumni dinner
Background Summary: Liz and Buzz have 3 children. Buzz is the owner of ABC Insurance. Liz is on the Junior League
social committee and Buzz is a member of Lion’s Club
Additional opportunities for Cultivation: Liz – speaker at career day at Bob Smith Elementary
Prospect Objective: 1. Liz and Buzz table hosts at Student Success Luncheon for GMU alumni (there are 37 in the local
alumni club) 2.Liz to ask WCIS station owner to host a table at Student Success Luncheon 3. Liz and Buzz to engage
2-3 GMU alumni in CIS
Strategy
2Aug12
Narrative: Steve to ask Liz to collect school supplies at WCIS
30Sept12
Narrative: Steve to invite Liz and station owner to meet site coordinator at Bob Smith Elementary.
Conversation will focus on student needs, programs/activities and ultimately a request to be a speaker at the evening
career day (conversation to occur during a time that Liz can see the 3rd grade class doing the morning announcements
on closed circuit TV)
31Dec12
Narrative: Steve Busybody and Executive Director to meet Liz at Drips Coffee Shop to talk about
Student Success luncheon and ask if Liz thinks her station owner will sponsor a table at the luncheon AND if Liz and
Buzz will sponsor a table for GMU alumni.