CONFIDENTIAL
DEVELOPMENT RESEARCH REPORT
(Sample Form)


 TO: Development Officer

FROM: Research Analyst

DATE:

RE:
 
 

PROSPECT NAME


 CONNECTION
(to your organization) 		 Examples:

Degree: (also include spouse/child/parent degrees here)

Giving Group:

Board Member:

Event Attendee:

Season Ticket Holder:

Friend of:

Total Giving (since year): 
Focus of Gifts: 

Or None located as of March 14, 2001
   
STOCK HOLDINGS Company Name:

Date/Source: (i.e. CalMat 11/9/99 proxy)

Shares Held:
(remember to indicate options, indirect shares, etc.)

Current Worth:

Or None located as of March 14, 2001
   
BUSINESS  Company Name: 

Employees: 
Sales est.
Position: 
Business type: (Public or private + brief description)

Career History:

Business Affiliations: 

Or None located as of March 14, 2001
   
OTHER COMPENSATION (Directors fees, speakers fees, rentals, etc.)
   
REAL ESTATE HOLDINGS Residence:
Assessed value:

Additional properties:
Combined assessed value:

See also attached real estate reports

Or None located as of March 14, 2001
   
PHILANTHROPIC
INTERESTS		 Foundation: 
See also attached FCSearch profile

Board Memberships:

Sample giving:

Event Attendance:
 

Federal Campaign Contributions:
Total (since year):
Focus:

Or None located as of March 14, 2001
   
CLEARANCE DO: 

Expiration Date:
Amount/Purpose:

Or None located as of March 14, 2001
   
ADDITIONAL INFORMATION (birth date, spouse, children, additional education, clubs, hobbies, etc.)

Or None located as of March 14, 2001
   
ANALYSIS/SUMMARY Place for analysis

Place for summing up answer to specific research question/s
Place to answer question: Major prospect or not?

This section may be deleted if not applicable to research question