Prospect Research Request Form
Requestor Information
Name:
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E-mail:
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Phone Ext.:
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General Description of Required Research
Request Type:
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Full Capacity Verification (Estimated net worth & giving capacity; asset/income/philanthropic information) – 3 business days
Quick Capacity Verification (Rough estimate, primarily for prospect assignment approvals) - 1 business day
Biographical Profile (Biographical, professional, family, leadership, activities/interests; no financials) – 5-7 business days
Full Profile (Biographical Profile + Full Capacity Verification) – 8-10 business days
Corporate/Foundation Profile (per CFR Specs) – 5-10 business days
Trip Screening (Pre-trip research to identify/verify prospects in particular cities/regions) - Turnaround varies
Custom Research (including, but not limited to, lead lists) - Turnaround varies. (Describe below.)
Please provide a brief description of this request:
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Purpose/Context of Request (REQUIRED): Who/what/when/ where/why. Include visit date & attendees if applicable...
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Due Date:
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Month
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Day
Year
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Research Target Details (if Applicable)
Prospect Name:
Prefix
First Name
Middle Name
Last Name
Suffix
Raiser's Edge ID (if available):
Employment Info (if not in Advance): Employer name, location, & job title...
SIU connection, funding interest(s), wealth indicators, and/or other relevant prospect information...
Optional Attachment
If desired, upload additional information or specifications here:
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Day
Year
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