Please use your browser view options to change the font size on the page.

University Advancement - Development Staff Responsibilities

California State University, Fullerton

Responsibilities for Prospect Managers, Team Members and Volunteers

Development staff must report all appropriate prospect information, contact, and activity in Advance.

Development staff should not initiate activity with a prospect to discuss a commitment of time or money until:

  • current assignment is checked (if assigned, they must ask to be added to the team and receive clearance from the manager to solicit or engage);
  • contact reports and notes are reviewed;
  • activity/contact is recorded in Advance; and
  • corporate or foundation contacts are cleared with the director of corporate and foundation relations.

Role of a Prospect Manager

  • Screen other staff member requests for team assignment for your assigned prospects.
  • File contact reports and notes in Advance as appropriate.
  • Enter stage-change contact reports as appropriate.
  • Prepare cultivation plans for major gifts and above and record in Advance through a contact report.
  • Hold strategy meetings and/or consult with team members as appropriate.

Role of a Team Member

  • Request clearance for assignment from the current manager before contact is initiated.
  • File contact reports and notes in Advance as appropriate.
  • Prepare and submit cultivation/solicitation requests to the manager.
  • Offer helpful counsel and information to the prospect manager as appropriate.

Role of Volunteers

  • Coordinate planned interactions with prospects with the assigned prospect manager prior to initiating contact.
  • Provide information to prospect manager after the interaction so that a contact report may be filed in Advance.