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Pipeline Report

PROSPECT & SPOUSE BASIC INFORMATION:


Confidential
Last Review

ID# Class Year ID# Class Year


Full Name Spouse
Maiden Preferred Name Maiden Preferred Name

HOME:
Confidential Phone:
Country:
Council City:
E-mail:

Confidential
WORK: Employment Phone:
E-mail:

Prospect Manager:

DONOR GIVING HISTORY:


Total Gift Amount
AF Total Gift Amount
FY10 Lifetime Giving
FY10
FY09 AF Lifetime Giving
FY09
FY08 Eliot and Thompson
FY08
Last Gift Above $500.00 not
Annual Fund Last Gift Fund Name Last Gift Amount

PROSPECT RATING INFORMATION:


Gift Capacity Estimate:
Major Gift Code:
Confidential
Annual Gift Rating:
Planned Gift Rating:
MG Capacity
MG Inclination
Prospect Status:

RELATIONSHIP INFORMATION: INTEREST INFORMATION:

TRACKING INFORMATION:
Confidential

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