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Your completed Contact Report will be automatically sent to all development staff, including the Prospect Research & Management team.
* - Required Field Contact Primary Staff/Volunteer Involved in Contact* Choose ONE Allen, Melanie Arsenault, Flavia Baker, Monica Baumann, Jennifer Bond, Julie Bosserman-Benson, Sharon Crooker, Catherine Dickey, Diane Fast, Erik Federico, Brian Hanson, Shelah Heikkala, Kirsten Hochstettler, Tom Holt, Rebecca Keen, Jesse Klonoff, Robert Sissel, Sylvia Volk, Greg Whiteford, Aaron Zappas, Barbara NOT LISTED Primary Contacting Name (if not listed above) Additional Staff/Volunteers Involved in Contact Person(s) Contacted* Benefactor ID* Please make sure that the ID matches the name of the above person. Date of Contact Contact Type Choose ONE Personal Visit Phone Call Small Group Cultivation Event Large Group Cultivation Event Proposal Submitted Correspondence E-mail Report (Foundation Relations only) Strategies/Research Contact Purpose Choose ONE Introduction Cultivation Solicitation Gift Closure Stewardship Other Contact Result Choose ONE Qualified Gift Given Pending Refusal Annual Commit Annual Refusal Contact Summary Contact Detail PROSPECT TRACKING Prospect Tracking If you are this prospect's moves manager, please note whether the prospect's Progress Level has changed as a result of this contact. Progress Level No Change Needs Introduction General Cultivation Focused Cultivation Considering Proposal MAJOR Gift Stewardship Re-Solicit Please evaluate this prospect's capacity to give. Capacity Unknown $10M or more $5M to $9,999,999 $1M to $4,999,999 $500K to $999,999 $250K to $499,999 $100K to $249,999 $50K to $99,999 $25K to $49,999 $10K to $24,999 $5K to $9,999 $1K to $4,999 less than $1,000 Please evaluate this prospect's inclination to give. Inclination Unknown Very inclined to give Likely to give May give Unlikely to give Not inclined to give Please specify your solicitation goal. Goal No Change PG1-$10M or more PG2-$5M to $9,999,999 PG3-$1M to $4,999,999 MG1-$500K to $999,999 MG2-$250K to $499,999 MG3-$100K to $249,999 MG4-$50K to $99,999 MG5-$25K to $49,999 SG1-$10K to $24,999 SG2-$5K to $9,999 Please note any prospect status changes: Prospect Status No Change Add to My Portfolio Reassign to Another Staff Member (note new staff below) Annual Fund Spouse of a Prospect Continual Stewardship (note reason below) Watch (note reason below) Hold (note reason below) Not Qualified as Major Prospect (note reason below) Community Contact (note reason below) Foundation/Corporation Status Change Reason PROPOSAL Major or Planned Gift Proposal If you asked this constituent for a major or Planned gift, congratulations! Please fill out the following section. Type of Gift Not Applicable Major Planned Designation(s) Ask Amount Response Not Applicable Will Give Declined (Please describe why below.) Considering Proposal Amount Received Length of Pledge (Years) Please write a brief summary of your proposal and the result. This will appear in a narrative format on proposal status reports. Proposal Description UPDATE Update This report contains a demographic update. Please describe the information to update. (e.g. employer, address, relationships) SUBMITTER Submitter Please enter your email address below. It's required, and it allows us to send you a copy of this form submission. Your Email*
Contact Report Guidelines
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