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Prospect Research and Management

Event Research Briefing Request Form

Before filling out this form, please make sure that an event record has been created for the event in the Raiser’s Edge.


A completed event research briefing request form must be submitted to the Prospect Research Team at least 10 business days prior to the event.


The Confidential Event Research Briefing will be sent directly to the President’s Office. Special requests for other types of materials need to be made directly via email to The Director of Prospect Research & Management.

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Please enter the exact event name as it appears in the Raiser's Edge.
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The research briefing will be submitted to the Development Office 5 (five) calendar days prior to the event. If it's needed sooner than 3 business days please enter the date below and provide an explanation in the "Additional Information" box. The strategy briefing will be reviewed and submitted to the President's Office by the Vice President.
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For out-of-town events, please tell us the date when the President leaves. The briefing will be submitted 2 (two) business days prior to his departure date.
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Please provide us with any information about the event that is not available in RE but will be helpful for briefing.

Prospect Research and Management

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