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, i.e.:
Identification: “I am making initial contact (or attending an event) with the prospect.” Research staff will provide limited background information - one to two paragraphs including brief biographical and business information, CSUF giving history, and residence value.
Cultivation: “I have made initial contact with the prospect and would like more background information for ongoing cultivation.” Research staff will provide general background information - one to two pages including Level 1 information listed above plus family information, philanthropic interests, employment history, and other known assets.
Solicitation: “I will solicit this prospect in the near future.” Research staff will provide a full profile - 2+ pages that include all available information, 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.