Submitted By*
Choose ONE
Allen, Melanie
Baumann, Jennifer
Bosserman-Benson, Sharon
Bond, Julie
Crooker, Catherine
Dickey, Diane
Federico, Brian
Hansen, Shelah
Heikkala, Kirsten
Holt, Rebecca
Sissel, Sylvia
Volk, Greg
Zappas, Barbara
NOT LISTED
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
No Change
Leadership Annual Fund Prospect
Potential Major Gift Prospect
Current MG Prospect(Qualified MG or MG and PG Prospect)
Current PG Prospect (Qualified PG Prospect)
Community Contact (note reason below)
Not a Prospect (note reason below)
Please indicate which of the following stages this prospect is in:
Prospect Status
No Change
General Cultivation
Focused Cultivation
Solicitation
Temporary Stewardship
Permanent Stewardship
Watch (note reason below)
Hold (note reason below)
Not Qualified as Major Gift Prospect (note reason below)
Need to know: How should classification and prospect status go together?
Prospect Revisit Date (for HOLD)
Select One
One Year From Today
Other Date (Please specify below)
Other Revisit Date
Please indicate which of the following areas this prospect might be interested in giving to:
Philanthropic Interests
Please indicate which of the following areas this prospect will NOT
Will NOT Give To
Volunteer Assignment
Major Gift Capacity
No Change
C9-$10,000,000 or higher
C8-$5,000,000 to $9,999,999
C7-$1,000,000 to $4,999,999
C6-$500,000 to $999,999
C5-$250,000 to $499,999
C4-$100,000 to $249,999
C3-$50,000 to $99,999
C2-$25,000 to $49,999
C1-less than $25,000
Major Gift Capacity Source
No Change
Development Officer
Volunteer or someone else (Specify who below)
Inclination
No Change
I5-High Inclination
I4-Above Average Inclination
I3-Average Inclination
I2-Low Inclination
I1-No Inclination
Inclination Rating Source
No Change
Development Officer
Volunteer or someone else (Specify who below)
Explanation of Changes*
Additional Comments
Demographic Update
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
