Major Gift Prospect Assignment Request

For use by Major Gift Officers only.

Major Gift Prospect Assignment Requests are processed upon receipt and may be discussed at the next strategy meeting. Team assignment requests should be discussed with the current prospect manager.

To view directions for major gift prospect assignment requests, please click here.

To view the Prospect Management Best Practices, please click here.

Requested By: A value is required.	College or Development Area: Please select an item.Please select a valid item.
Preferred Method of Contact: Please select a valid item.
Requestor's Phone: A value is required.	e-mail Address: A value is required.Invalid format.
Prospect Information
Prospect's Name: A value is required.	Prospect's Advance Entity ID#: A value is required.Exceeded maximum number of characters.
Is this person a planned giving prospect? Yes No Please make a selection.
Required for Major Gift Assignments
Assignment Type: Please select a valid item.	If this is a team assignment, I verify that I have spoken with the team manager (Enter Manager name & date of conversation):
Assignment Priority: Please select a valid item.	Prospect Stage: Please select a valid item.
Please briefly state the reason for prospect assignment: A value is required.
If this is a Top priority OR Team Assignment, please state the brief strategic plan for this prospect: A value is required.

North Carolina State University

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Major Gift Prospect Assignment Request

Prospect Information

Required for Major Gift Assignments

University Advancement