Actions for Raiser's Edge
Your Name
*
First Name
Last Name
I am adding an action for an:
*
individual
organization
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Name of Individual
*
First Name
Last Name
Action Date
*
-
Month
-
Day
Year
Date
Action Type
*
Discovery (New prospect)
Cultivation (Relationship building)
Meeting Request
Solicitation (Asked for a gift)
Stewardship (Any type of gift acknowledgement)
Other
Action Notes
*
Summarize your conversation. Include as much detail as possible and next steps, if applicable.
Contact Method
*
Phone
Email
In-Person Meeting
Virtual Meeting
Email of Individual
example@example.com
Phone Number of Individual
Please enter a valid phone number.
Submit
Name of Organization
*
Name of Contact at Organization
*
First Name
Last Name
Action Date
*
-
Month
-
Day
Year
Date
Action Type
*
Discovery
Cultivation
Meeting Request
Solicitation
Stewardship
Other
Action Notes
*
Summarize your conversation. Include as much detail as possible and next steps, if applicable.
Contact Method
*
Phone
Email
In-Person Meeting
Virtual Meeting
Email used for Contact Method
example@example.com
Phone Number used for Contact Method
Please enter a valid phone number.
Submit
Should be Empty: