Required Information for Contact Reports

Please include the following information for contact report data entry. Please note that a contact report will not be filed until all this information has been received.

Date:

• date that contact was made, not date of entry

Contact Type:

• 3rd Party Info
• Correspondence
• E-mail
• Event
• Group Meeting
• Phone Call
• Visit on campus
• Visit off Campus

Purpose:

• Introduction/Inquiry
• Assignment
• Cultivation
• Pre-Proposal
• Solicitation
• Stewardship
• Volunteer
• Sponsorship/Marketing
• Planned Gift Dialogue

Description:

• Descriptive title for contact report that is no more than 115 characters. The description will be reported out in the weekly contact report distribution list.

Text:

• Any information that is relevant to the discussion and or visit. The text section should also indicate if there are attachments and or action items (examples: follow up phone call, address, phone or email update).

Attachments:

• Attach all documents (word, excel, PDF) that should accompany the contact report.