The "CPI Review" is a powerful way for board members to help their nonprofit review donor prospects and "suspects." Marc explains exactly how in this made-for-the-board-meeting introduction.

 

Training Information

Difficulty: Beginner

Video Time: 2:08

Here's a deceptively simple way you as a board member can help your nonprofit reach its fundraising goals.

Ask Without Fear!® Downloads

The CPI Prospect Research Exercise

Here's a PDF explaining how to conduct a CPI prospect screening

The CPI Prospect Research Worksheet

Here is a blank CPI prospect worksheet all ready for your next prospect review session.

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