Sample Prospect Dossier
Everything Kindora can pull together about one prospect.
This is the same view fundraisers see in the live product — capacity signals, public-record giving, property estimates, career history from your own LinkedIn export, AI-synthesized themes, and warm-intro paths in your network. The persona below is fictional.
Vivienne Hartwell
Principal · Hartwell Family Office
Connection: Tom Brennan met Vivienne at the 2025 Boston nonprofit conference; light familiarity, not a deep relationship.
Prospect score
87
Stewards a multi-generational family portfolio with a focus on early-childhood education and biomedical research.
Score breakdown
Composite
87
Capacity
88
Hartwell Family Office Principal with $6.2M Boston residence and quiet but consistent FEC giving. Family-office capacity is well-documented; personal capacity is mid-to-high.
Affinity
82
Hartwell Family Office's published giving themes overlap meaningfully with our program areas (climate + workforce). Quiet Power Connector archetype.
Accessibility
64
Family office gatekeeper screens requests. Best access is via a known peer board member.
Warm path
Vivienne is a connector — she rarely makes the largest gift but she shapes who other Boston-area family offices fund. Cultivate her as a gateway, not a transaction.
Introduction approach
Tom should re-engage via a low-stakes invite (panel, salon, site visit) before any ask. Frame the org as a peer in her family office's giving theme set.
Suggested cultivation sequence
- 1
Tom invites Vivienne to an upcoming Boston salon or board observation
Email·Within 3 weeks·Tom Brennan - 2
Salon attendance — let Vivienne meet other peers / staff organically
In person·Q2-Q3 2026·Tom + ED - 3
Follow-up coffee 1-on-1 with ED
In person·Within 4 weeks of salon·ED - 4
Ask in person for a multi-year commitment in the $75K-$200K range
In person·Q4 2026·ED
Talking points
- Treat her as a peer, not a target. She'll disengage from anything that feels transactional.
- Site visits over slide decks — she always asks to see the work in person.
Risk factors
- Strong privacy preferences — never publish her gifts
- Family office gatekeeper screens all unsolicited outreach
Fictional sample data — any resemblance to real persons is coincidental
Want this with your own donors?
Engagements typically run $10K–$20K, scaled to CRM size (most teams have 1K–10K contacts) and the level of hands-on advisory you want.
For context: comparable prospect research consulting runs $200–$400/hr — a project this size usually means 50–150 hours of analyst time. Kindora delivers the same artifact in 1–3 weeks, and the platform stays with you afterward.
Tell us a little about your team and we'll set you up — usually within a few business days.
Your contacts stay yours — public-record sources, opt-in LinkedIn uploads.