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Prospect Research and Management

Prospect Tracking Reclassification Form

Please fill out any changes to the prospect’s tracking and/or assignment information below. Your completed Prospect Tracking Reclassification Form will be sent to the Research Assistant, the Director of Prospect Research & Management, and the Director of Major Gifts.

For your convenience, we will forward all demographic updates such as job title, home address, phone number, relationships, mail rules, etc. to Advancement Services ONLY if/when you also have prospect tracking updates.

Please fill out a Demographic Update form if you only have demographic updates.

* - Required Field

Submitted By*
Your Name (if not listed above)
Prospect Information
Prospect Name*
Prospect ID*
Reclassification Information
Please indicate which of the following groups this prospect belongs to:
Classification
Please indicate which of the following stages this prospect is in:
Prospect Status
Need to know: How should classification and prospect status go together?
Prospect Revisit Date (for HOLD)
Other Revisit Date
Moves Manager
Volunteer Assignment
Please indicate which of the following areas this prospect might be interested in giving to:
Philanthropic Interests Endowment-Professorship
Endowment-Scholarship
Endowment-Other
Sciences
Humanities
Arts
Athletics
Student Support
Faculty Support
Annual Fund
Library
Education
Counseling
Environmental Programs
International Programs
Law
General
Please indicate which of the following areas this prospect will NOT give to:
Will NOT Give To Endowment-Professorship
Endowment-Scholarship
Endowment-Other
Sciences
Humanities
Arts
Athletics
Student Support
Faculty Support
Annual Fund
Library
Education
Counseling
Environmental Programs
International Programs
Law
General
Major Gift Capacity
Major Gift Capacity Source
Inclination
Inclination Rating Source
Explanation of Changes*  

Additional Comments  

Demographic Update
There is a demographic update. All demographic updates will be forwarded to Advancement Services.
Please describe the information to update. (e.g. employer, address, relationships)  

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*
If you would like others to receive a copy of this prospect reclassification request, enter their email addresses below.
Please note that you must format multiple email addresses this way: janedoe@lclark.edu, johndoe@lclark.edu
Others to copy
 

Prospect Research and Management

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