IA - Donor / Prospect Contact Reports
Date of Contact:
-
Month
-
Day
Year
Date
Name (Yours):
First Name
Last Name
Name (Donor):
First Name
Last Name
Donor Constituent/Banner ID:
Who else was involved (colleagues or donors):
Method of contact:
Phone Call
Meeting
Mailing
Email
Other
Contact Notes:
Information you might share could include: Prospect relationship with Southern; Attitude towards Southern; philanthropic interests; Interest in board service or volunteer work; what individuals or organizations can they connect Southern with; updated contact information (phones, emails, addresses, spouse, children, employment etc.)
Follow-up actions:
Submit
Should be Empty: