To request research, send an email to firstname.lastname@example.org that includes the name of the prospect and their Advance ID number (if applicable). If no Advance record exists, please include as much contact information as possible.
To assist Research staff in preparing the profile, please indicate the level of research required and your time frame i.e.:
To formally request research, send an email to DL-ProspectAssignment@fullerton.edu that includes the name of the prospect and their Advance ID number (if applicable). If no Advance record exists, please include as much contact information as possible.
Identification: Prior to making initial contact with a proposed prospect, Development Staff will conduct their own basic research.
Additionally, we have the following resources available for anyone's use:
Cultivation: "I have made direct contact with the prospect and have entered a contact report verifying my contact as well as what I learned in my first visit. I would like more background information for ongoing cultivation." Research staff will provide general background information - one to two pages of limited background information including brief biographical and business information with any professional or private board memberships, CSUF connections and giving history, and philanthropic interests.
Solicitation: "I will solicit this prospect in the near future." Research staff will provide a full profile - 2+ pages that include all available information from level 2, as well as wealth indicators, and a giving-capacity estimate.
You may also consider copying the email request to your direct supervisor to keep her/him apprised of your research requests.