Use this form to submit all the important facts of your case.

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* 1. Please provide your contact information

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* 2. About the Donor

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* 3. Introductions--What is this donor like? What are his/her personal characteristics? Interests? Career history? Religious affiliation? Please provide information that helps understand him/her as a person.

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* 4. Income--Describe the amount and source(s) of the donor's current income. 

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* 5. Assets--Describe the donor’s asset(s), including real estate, retirement plans, investments, collections and intellectual property.

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* 6. Goals for self--Describe the donor’s goals for him/herself and spouse, including financial, estate and charitable planning.

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* 7. Goals for family--Describe the donor’s goals for children and other family members, including financial, estate and charitable planning.

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* 8. Goals for charity--Describe the donor’s goals for supporting a philanthropic cause. What work or programs is he/she interested in supporting? Why?

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* 9. The team--Describe the donor's advisors, including friend(s), attorney(s), financial planners(s), accountants(s) and any other people other than family members who influence his/her decisions. If the donor has no advisors, note that here.

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* 10. Timeline--Does the donor have any goals or constraints related to the timing of a gift?

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* 11. Take-aways--What are the most important things you learned from this donor?

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