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Advance: Alumni & Donor Database
Relationship Management and Tracking System

Request for Relationship Assignment or Program Interest

This form is provided for your convenience in requesting formal assignment to or interest in a prospective donor. You may also use it to update the stage of your relationship, and drop an assignment or program interest. Your request will be processed by the Research Group within three working days and coded for Assignment Review. If you need assistance, please contact Paula Siegel (7-2304) or the Advance Help Desk (7-7795).

Your Name *

(name of person completing this form)

Your Email Address *

Name of Development Officer (if different than above):

This update request is for

Name *
 

Advance ID (If known)
(if this entity is not on Advance, please first submit a request to OSUF Biographical Data before submitting this form)

Type of Request *
If this request involves more than one action, hold down the Control (CTRL) key and select each request option.


Create new relationship record

Program *

What program will you be representing? Please select from the menu below:

Stage

Please select stage from options below.

Cultivation - Substantive contact has already occurred; development strategy is in place; development officer is working to further engage

Solicitation - An ask has been made and a proposal opened

Stewardship - Donor is making payment on major gift and is being stewarded; development strategy is not yet in place for next major gift

Perpetual Stewardship - Has already made and is being stewarded for his/her "ultimate" gift; no further major gifts are expected

Enter any additional information/instructions here. Please include full address information if the person/organization you wish to manage is not already in Advance.

 

Thank you!
OSUF Development Data

 

     

Request for Relationship Assignment or Program Interest

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