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Prospect's ONE ID:
Prospect's Name:
Alumni?:
Yes
No
Business name or affiliated company:
Business title (President, CEO, Director, etc.):
Home Address:
ECU ties:
What makes this prospect important? :
Contact w/prospect revealed gift capacity
Recent change in assets (e.g. sold company)
Giving history suggests capability
Inherited wealth
Recent news about prospect
Referral from development staff
Referral from faculty/staff
Referral from other (Specify in Other Notes)
(Please check all that apply)
What information do you have on this prospect (explain):
Has this prospect been contacted?:
Yes
No
If yes, who was the last person who contacted the prospect?:
Reason for Research:
Initial contact
Ongoing cultivation
Major Gift Qualification
Screening session
Campus vist
Solicitation
Other
(Please check all that apply)
Priority of Research with definition and estimated working time:
Low (Future Cultivation - 2 Weeks)
Medium (Solicitation/Cultivation Planning - 1 Week)
High (Solicitation/Chancellor/Dean or priority meeting - 1 to 3 working days)
Definition and Requirements of Depth:
Level One (Brief biographical information)
Level Two (Financial profile with estimated giving)
Level Three (Full in-depth research - Previous contact report must be filed)
Update (Updated information on filed written report)
Other Notes:
