Contact Report

Author: Date Created:

Last Updated:
Contacted by:
Last Updated By:
Contact Report Number:
CONFIDENTIAL Visit Attendees
Prospect ID: Spouse ID:
Prospect Name: Spouse Name:
Maiden Name: Maiden Name:

Class Year: Class Year:

ADDRESS INFORMATION:
Primary Address: Employment Address:
, ,

Phone:
E-mail:
Reporting City:

Eliot & Thompson Society: Lifetime Total Giving:

Annual Fund Giving:
Planned Giving Prospect:
FY09:
Prospect Manager: FY08:
FY07:
FY06:

MEETING
Contact Type: Purpose:

Day:

Time:

Meeting Location: Number in Visit

Headline:

INCLINATION MAJOR GIFT CAPACITY

High Medium Low

GIVING CONTINUUM
Discovery Identify Interests Cultivation Solicitation Stewardship
 Contact Report
Author: Date Created:
Last Updated:
Contacted by:
Last Updated By:
Contact Report Number:
CONFIDENTIAL Visit Attendees
SUMMARY
 Contact Report
Author: Date Created:
Last Updated:
Contacted by:
Last Updated By:
Contact Report Number:
CONFIDENTIAL Visit Attendees
DONOR INTEREST
All Endowment Library Athletics Racquetball
Academics English/Writing Mary Institute Baseball Soccer
Archives Environmental Sustainability Math Basketball Swimming
Arts/Visual Faculty Achievement Music Cheerleading Tennis
Arts/Performing Faculty Development Science Crew Track & Field
Assistance Beyond Tuition Faculty & Staff Tuition Assistance Student Publications Cross Country Volleyball
Buildings & Grounds Financial Aid/Scholarships Substance Abuse Field Hockey Water Polo
Character/Ethics History Technology Football Wrestling
Community Service International Programming Unrestricted Golf Other...
Country Day Leadership World Languages Ice Hockey
Diversity Learning Centers Lacrosse

FOLLOW UP Follow Up Date:

CC:
Kelly Dopman Ron Holtman Lisa Lyle Cliff Saxton
Amy Dove Louise Jones Pamela Rathert Jan Jacobi
Devin Hallahan Allision Krieger Rebel Saffold Other...