1.Investor's Name
2.What kind of Future Ask are you requesting?
Grant Future Ask (Use this Future Ask (FA) Type when you are making an Ask to a Foundation that has a Grant Process. Grant Future Asks will involve Dave Broussard to help manage the process.)
Legacy Future Ask (Use this FA Type when you are notified about a gift that the donor will be leaving us at their death. It could be a Bequest, Annuity, or Real Estate, for example.)
Proposal Future Ask (This is the most common type of FA Type. Use this type when we are notified of an incoming gift, or when you, as an RM, are making an ask of a donor. Event commitments are also tracked through the Proposal FA Type.)
3.What stage should the Future Ask be?
Proposed: You're planning to make an ask
Solicitation: You're submitting a proposal.
Commitment Made: You're expecting a gift.
4.If known, which payment method we can expect?
Check
Credit Card
Wire Transfer
Unknown payment method
5.Will the gift come from a third party source?
If so, please enter the name of the third party source so we can better track the incoming gift (i.e., Fidelity, National Christian Foundation, etc.). If not, skip to Question 5.
6.When are you expecting the gift?
Please estimate based on your interactions with the investor. If sometime in a given month, select the last day of the month.
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7.How much are you expecting?
8.What is the gift fund code (e.g., designation or project)?
To access the full list of fund codes in SF, please click on this link https://sforce.co/3bHjB4x
9.Is this gift in response to a specific campaign or event?
To access the full list of campaigns in SF, please click on this like https://sforce.co/3nYyIZX
If you do not know, enter "No" as your answer. We will use White Mail Income campaign.
If you do not know, enter "No" as your answer. We will use White Mail Income campaign.
10.Please add any other gift details that would help us
You can add Box links to include file(s) you want to share - be sure to add the file to the appropriate folder in Team Advancement>Accounts>(Choose either) A-F, G-L, M-P, Q-V, W-Z >(Select the investor name)