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Prospect Research Request
Prospect Research Request
Your Name
First
Last
Your Email
(Required)
Will this profile be used for internal or external purposes?
(Required)
Internal
External
Priority
(Required)
Priority
High
Normal
Normal
priority is usually turned around in two weeks.
High
priority is usually turned around within one week.
Due Date
(Required)
MM slash DD slash YYYY
Record Type
Individual
Organization
Research Type
(Required)
Brief Biographical Profile
Brief Financial Profile
Capacity Rating Only
Full Profile
Specific Question
Request Reason
(Required)
Develop Ask
Develop / Refine Strategy
Gather Information
Prepare for Meeting / Event
Proactive by Research Office
Research Documentation
Prospect Name
(Required)
If individual – First and Last names, If Organization – Full name
Does this Individual or Organization have a DAD ID?
(Required)
Choose one
Yes
No
Prospect DAD ID
(Required)
Please provide additional information like city/state or job/company of the Individual or Organization
(Required)
Additional notes: