/ Offices/ Prospect Research and Management/Prospect 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 is located in McAfee 112.
MSC: 88

email kdinh@lclark.edu

voice 503-768-7914

Director Khoi Dinh

Prospect Research and Management
Lewis & Clark
615 S. Palatine Hill Road MSC 88
Portland OR 97219