Individual Research Request Form

Individual Research Request

Your completed Individual Research Request will be sent to the Prospect Research & Management team.

While we honor all your requests, we do hope that you do not ask us to provide you with "all information," "anything you can find," or an extended briefing when your prospect has not been moved to FOCUSED CULTIVATION as it's not necessary for us to spend much time on researching individuals who you are not sure whether to pursue for a gift.

In order for us to respond quickly and efficiently, please make sure to be as specific about your request as possible. That way we will not spend our valuable time looking for the wrong thing or the information you do not need.

We do ask that you check Datatel Benefactor and AppXtender to see if there is already information you are looking for before asking our research staff for the same information. We highly encourage you to use a database-generated profile, known as an MPPR.

PLEASE FEEL FREE TO EMAIL OR CALL US IF YOU HAVE ANY QUESTIONS AND LET US ASK YOU QUESTIONS!

* - Required Field

Submitted By*
Requested For*	It is very important for us to know who will be reading the requested information because it is our policy not to share certain confidential information with non-development staff.
Due Date*	Please allow 10 business days for each request. Requests without a deadline will be treated with the lowest priority. ASAP is not a deadline.
Individual Name*	If the individual is not a constituent in Datatel, please provide us with additional information that you know such as his/her relationship with L&C or with a current constituent or employment/educational background.
Individual ID*
We are interested to know how you identified this individual:	Direct contact with the person revealed capacity and/or inclination Referral from a visit with someone else Giving history News release Other
Research Purpose*	Initial Contact (Qualification/Assessment Visit) Ongoing Cultivation Solicitation Stewardship
Research Type*	Specific Question(s) (Please feel free to use the Additional Information box below for your questions!) Qualify as Prospect (You will only receive a preliminary capacity rating, and/or maybe some biographical information) Biographical Information (You will receive information such as personal/employment background, family, hobbies, etc.) All Available Financial Information, including Capacity (This option is only recommended for prospects who have been visited and/or qualified by development officers.) Extended Briefing (You will receive a full comprehensive profile that includes ALL available information. This option is only for prospects whose progress level is FOCUSED CULTIVATION or SOLICITATION and/or for executive-level requests)
Additional Information: Please share with us any information you know about this individual if it's not already in the contact reports
Please note how you would like to receive these materials:
	E-mail Attachment (Encouraged)
	Paper Copy
This request is for preparation materials for a meeting.	Yes No
Meeting Details
Meeting Date
Meeting Time
Meeting Location
Meeting Purpose
Additional Information to Include

Please enter your email address below. It's required, and it allows us to send you a copy of this form submission.
Your Email*