WealthEngine Best Practices in Higher Education for Prospect ...

APPENDIX 4: SAMPLE PROSPECT TRACKING FORM
Proposal
Proposal
Amount
Prospect
Confirmed and/or
WealthEngine Gift
Capacity Rating
Manager Solicitor Stage
Days in
Current
Stage
Projected
Next Move
Date
Comments
Heart Clinic - Naming $2,500,000 Roberts, John H. $5,000,000 + Simms Jenkins Cultivation 35 4/30/2013
Out of country. Cannot connect before
Board of Regents Meeting in spring.
Bioethicist - Position Endowment $2,000,000 Torres, Rafael $5,000,000 + Messina Messina Qualification 25 10/25/2012
He will be on campus for Homecoming.
Plan to have in-depth conversation and
learn more details.
Lecture Series - Environmental
Science
$900,000 Johnson, John $5,000,000 + Peterson Axelrod Cultivation 180 11/30/2012 Plan to solicit prior to tax-year end.
Scholarship - Arts & Letters $45,000 Montana, Tony $250,000-$499,999 Harris Scherr Qualification 54 9/15/2012 Will begin cultivation after gala.
Performing Arts Center - Lobby $5,000,000 Lieberman, Janet $5,000,000+ Peterson Peterson Stewardship 289 1/15/2018 Will pay off pledge in 2014.
Exclusive Gala - Table Sponsorship $10,000 Montana, Tony $500,000 - $999,999 Harris Harris Solicitation 13 9/30/2012 Verbal commitment.
Not Yet Determined $50,000 Jeffrey, Susan $50,000 - $99,999 Belchap Belchap Identification 68 11/15/2012
Will visit in fall—interest may be scholarship
or student research.
Teaching Lab - Operational Endowment
$1,000,000 Roberts, John H. $5,000,000 + Simms Messina Solicitation 37 10/10/2012 Having trouble coordinating schedules.
Healthclub - Equipment $50,000 Zmudo, Bill $250,000-$499,999 Belchap Belchap Cultivation 110 3/10/2013
Timing is bad for Bill’s business. Revisit in
spring 2010.
Research Grant - Mathematics $250,000 Kraybill, Lenore $250,000-$499,1000 Harris Harris Declined 10 1/1/2013
Wrong project. Revisit after the 1st of
the year.
TOTAL PIPELINE $11,805,000
Pipeline by Stage
Identification $50,000
Qualification $2,045,000
Cultivation $3,450,000
Solicitation $1,010,000
Stewardship $5,000,000
Declined $250,000
Total Declined $ Value $250,000
NET PIPELINE $11,555,000
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