What You’ll Learn
- How to research a prospective donor’s contact info, biography, and giving history
- How to create call sheets for your candidate
- How to prioritize a list of fundraising calls
Why This is Important
Investing time in donor research can make all the difference in hitting the fundraising goals you need to, which will lead to you having the resources you require to conduct voter outreach and bring home the win on your campaign. Your candidate’s limited time is one of the most precious resources you have, and it is critical to your campaign’s success that being prepared for call time allows you to be as efficient as possible with your candidate’s time.
Key Resources
- Example Call Sheet
- Annotated Call Sheet
- NDTC Call Sheet Template
- Spreadsheet of State-Specific Sites for Researching Donors’ Giving Histories
- Call Sheet Rubric
Related Trainings
- Finding New Donors — Identify the potential donors that you need to research before your candidate can dial them up in call time
- Staffing Call Time — Preparing for call time is just the beginning; learn how to support your candidate while they’re making fundraising calls, too
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