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.
Catherine Whitfield-Park
Senior Advisor · Briarstone Foundation
Connection: Sandra has served with Catherine on the Briarstone advisory panel since 2022; close working relationship.
Prospect score
96
Long-tenured philanthropic strategist; advises three private foundations and authored a 2023 book on giving practice.
Score breakdown
Composite
96
Capacity
84
Senior Advisor at Briarstone Foundation with strong personal giving record + Capitol Hill row house. Major-tier capacity confirmed across multiple signals.
Affinity
92
Catherine's foundation portfolio overlaps directly with our program areas. She has personally championed similar orgs in the past.
Accessibility
88
Direct relationship via Sandra. Catherine returns calls within 48 hours.
Warm path
Highest-readiness prospect in this cohort. Sandra has already mentioned the org to Catherine in passing and Catherine asked for materials. The opening is warm — move quickly.
Introduction approach
Sandra schedules the meeting. Bring a complete proposal — Catherine reads materials in advance and expects depth. Multi-year, $75K-$150K is the right opening ask.
Suggested cultivation sequence
- 1
Sandra confirms Catherine is open to a 45-min meeting
Email·This week·Sandra Liu - 2
Send full proposal + outcomes report 1 week before the meeting
Email·Within 2 weeks·ED - 3
45-min meeting at her DC office
In person·Within 4 weeks·ED + Sandra - 4
Make the ask in the meeting — $75K-$150K, 3-year commitment
In person·Within 4 weeks·ED
Talking points
- She wrote the playbook — ask her to help us live it.
- Multi-year commitment (3 years) is more comfortable for her than a single big gift.
Risk factors
- She's been over-asked by peer orgs in Q1 — make sure your ask is differentiated
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.