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Proposal Update / Creation Form

Advance: Alumni & Donor Database
Relationship Management and Tracking System

Request for Proposal Creation or Update

Please use this form to submit information on a new Proposal or an update on an existing Proposal. The information you supply will be entered into Advance within three business days by the Research Group. If you have any questions, please call Paula Siegel at 737-2304 or email.

(* Indicates a required field )

Your Name (first and last): *

Your Email Address: *

Name of Lead Solicitor *

Names of Additional Solicitors to this Proposal

Donor's Name (full name of the person or
organization you are soliciting): *

Advance ID (if known)

Is this * a new Proposal?
  an update of an existing Proposal?


What is the status of the proposal? *

Please enter a dollar figure in Amount of Ask even if it's only an estimate. Later revisions will be accommodated.

Open (you have begun conversations with the prospective donor about this specific gift)
Verbal Commitment (donor has agreed verbally to the proposal)
Received (gift or pledge is booked on Advance)
Bequest Confirmed (has confirmed intention regarding deferred gift and/or provided documentation)
Withdrawn (proposal has been tabled by you or the donor)


Is this a deferred gift?
Yes No

What is the funding type? *

What is the recipient program? (College, LPI, Library, etc.) If your proposal involves multiple programs, hold down the Control (CTRL) key and select each program. *

What type of support is involved? *

Anything else you'd like to have in the system about the proposal?


Thank you!
OSUF Development Data



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