Research Request Form

Our goal is to provide timely wealth information for major gift solicitations. In keeping with that goal the following types of information may be available: financial wealth and assets and endowment fund history. This form can be used for the following requests:

  • In-depth research profiles for major gift solicitation of $100,000+. (Two weeks lead time required)
  • Personal, family, and company financial wealth information

For basic biographic information, please run an "In-Depth Profile" report.

Required fields in BOLD

Requested By: Phone:
Case ID (i.e. abc1): Department:

 

Prospect Type

  • Person

  • Title:
    First Name: Middle Initial:
    Last Name: Suffix:
    Entity ID: (must be 6 digits)
  • Corporation or Foundation

  • Corporation or Foundation:

Prospect Information

Affiliation:

Friend

Alumni:

Staff

Other:

Reason for
Request:

Evaluation

Solicitation

Cultivation

Stewardship

CWRU Events

Other:

 

Meeting Details

If a meeting is scheduled.

Meeting Date:
Departure Date: Same as Meeting Date:
Location:
State:
Country: (if not US)
People Attending:
Comments:

 

Research Contact Information

Development Officer:
Dev. Officer Email:
The prospect is
assigned to this
development officer:
Yes

 

When research is complete, contact this person:

Same as form-submitter:
Name:
Email:
Phone:

 

Comments

Please provide information that could aid the researcher.