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

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* Please provide your contact information

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* About the Donor

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* Giving history--Describe the donor's history of support for your organization and other charities if known.

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

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

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

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

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

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* Organizational issues--Describe gift acceptance policies, campaign goals and counting policies, organizational priorities and other issues that may affect the design of this gift.

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* Resolution--What did the donor decide to do, if known?

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

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