Has anyone created a hardcopy cultivation card that board members can use to record data collected from potential sponsors, vendors, donors, etc. as they seek funding for our institution at various functions?  I am looking for something that would match the RE fields.  I know in this age it seems a bit archaic but that is the request I have from mamnagement.  I am sure that I can pull one together but I thought if I did not have to reinvent the wheel so to speak it would be most helpful.  I am in the start-up phase of RE and am rather swamped, so any help would be appreciated.

Hi Susan,

I dont know if this will be helpful to you or not but here is what we do for something similar.  Our Board gets together and makes calles to our donors. Based on what criteria we want (who we want them to call) I print out individual profiles (Constituent Profile report).  Each person prints on a separate page.  We then put them through the copier and print on the back of the sheet and sample brief script - points we want them to make - as well as spaces for them to enter any information they learn during the conversation.  For us, this means usually capturing info about their pets so we dont match that up to existing RE fields for the Board on this sheet (no need to confuse them).  We just get the info they give us and put it into RE as needed.  We keep pets as relationships to their guardians so info goes there or we enter a note in Notes if it is general info. 

Hi Vanessa,

Yes, that could be helpful.  I am not sure how this will be used yet anyway.  We are a new 501(c)(3) and everything is new.  Not even sure who will be using what and what type of infor they are trying to capture, so you idea sounds like a good additional tool to have.

Thank you,

Susan