Donor Prospect Intake Form – Ralph W. Turner Foundation

Donor Prospect Intake Form – Ralph W. Turner Foundation

Please complete this form to help us understand your interests and engagement preferences as a donor prospect.
Prospect Information

Tell us about yourself or your organization.
Date of Inquiry*

MonthDayYear
Date
Intake Completed By*
Individual/Organization Name*
Preferred Name
IndividualCorporationFoundationOther
Primary Phone*
Please enter a valid phone number.Format: (000) 000-0000.
Secondary Phone
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
PhoneEmailMailIn-Person
Mailing Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
LinkedIn/Professional Profile
Connection to Mission

Share your connection and interests.
WebsiteEventSocial MediaHBCU ConnectionReferralOther
Family member attendedProfessional partnershipGeneral supporterAlumniOther
Interest in STEM education/research
Previous philanthropic experience
Giving Capacity & Interests

Help us understand your philanthropic interests.
Under $1,000$1,000–$4,999$5,000–$9,999$10,000–$24,999$25,000–$49,999$50,000–$99,999$100,000+Prefer not to disclose
STEM Graduate FellowshipsUndergraduate ScholarshipsResearch Equipment/ResourcesFaculty DevelopmentGeneral Operating SupportEndowment GrowthProgram InnovationOther
One-timeMonthlyQuarterlyAnnualMulti-year pledgePlanned/Legacy gift
YesNoUnknown
Company Name (if matching gift program is available)
Engagement Preferences

Let us know how you would like to engage with the Foundation.
EventsMeeting recipientsAdvisory committeesMentorshipCorporate partnershipsVolunteer opportunitiesImpact reports onlyOther
WeeklyMonthlyQuarterlyAnnuallyEvent-based only
Student success storiesResearch highlightsFinancial/impact reportsEvent invitationsVolunteer opportunitiesGeneral Foundation news
Corporate/Foundation Donors

For organizations and foundations, please provide the following details.
Company/Foundation Name
Industry
Number of Employees
Primary Contact/Title
Additional Decision Makers
Typical Review Timeline
Fiscal Year End

MonthDayYear
Date
Corporate Social Responsibility Focus Areas
Current Philanthropic Partnerships
Letter of InquiryFull ProposalSite VisitFinancial StatementsBoard ListOther
Qualification Notes (Internal Use)

For internal use by Foundation staff.
High PriorityMedium PriorityLow PriorityCultivation Needed
Immediate3–6 months6–12 months12+ months
Key Motivations/Values Identified
Potential Obstacles/Concerns
Recommended Next Steps
Assigned Staff Member
Follow-Up Date

MonthDayYear
Date
Privacy & Consent

Please review and provide your consent.
I consent to be contacted by the Ralph W. Turner Foundation.
I agree to receive the Foundation newsletter.
I prefer to remain anonymous in Foundation publications.
I authorize the Foundation to share my information with HBCU partners.
Signature*
Signature Date*

MonthDayYear
Date
Should be Empty:

Donor Prospect Intake Form – Ralph W. Turner Foundation

Prospect Information

Connection to Mission

Giving Capacity & Interests

Engagement Preferences

Corporate/Foundation Donors

Qualification Notes (Internal Use)

Privacy & Consent