Donor Materials

Work with MGO to determine what materials should be given to the donor at the meeting – includes viewbook + inserts, brochures, handouts, Dell Med Quarterly Update, pledge form

Donor Dossiers (VIP Reports)

Work with MGO to determine if a dossier is needed for a donor meeting. There are four VIP reports to print for the MGOs:

1. PRADA Report (for individuals)

Log into VIP. Access via Prospect tab. If PRADA does not exist, request from Oleta two weeks in advance. If a PRADA report cannot be generated (time restrictions, no information, etc.), print the individual’s bio page from a company website.

2. 990 Reports for Previous 3 Years (for organizations)

Go to Guidestar.org (you can create a free account or access reports without signing in) and search for the organization. Print first 2-3 pages of the report (financial details). Also print list of organizations that foundation has previously funded.

3. Research Report

Log into VIP. Click on Report from the top menu, then VIP Detail. Print hard copy or convert to PDF. If the prospect is not listed in VIP, print the individual’s bio page from a company website.

4. Contact Reports

Log into VIP. Click on Prospect from the top menu. Scroll down to the contact reports, and select the most recent 20 reports to print. Click on Create List of Checked Contact Reports. Print hard copy or convert to PDF

5. Gift List

Click on Gift from top menu. Click on List Gifts in a Household. Download into and Excel file, sort by CSU. Print hard copy or convert to PDF

Travel Packets

Schedule a 30-minute meeting to review travel packets with MGOs at least 2-3 business days in advance of a trip in the event any modifications need to be made. Take note that all donor visits may not be finalized at this time, so dossiers may need to be added. The completed travel packet should be delivered to the MGO one business day in advance. Add any Anthony travel itinerary info to the MGO’s calendar – flight reservation number/airline/time, rental car pick up and drop off reservation number/company (AVIS)/time, hotel check in/confirmation number/name/address.