STRICTLY CONFIDENTIAL CONTACT REPORT Meeting with: DARS No: Job title/Organisation: Meeting date: Location: Purpose: Executive Summary: What’s the opportunity What was the objective(s) of the meeting and has this been met What’s the potential and size of a gift and when is this likely What’s the next step(s) and how does this fit in with the fundraising strategy for the prospect Connection with Oxford: Relationship Manager: Level of visit: Prospecting Cultivation Clearance received: Solicitation Stewardship Volunteer In attendance (Oxford): In attendance (External): Submitted by: Date: CC: Nick Rawlins Liesl Elder Christine Jeffery Ben Plummer-Powell Kirstine Knox Charlotte Dewhurst Alex Cheetham research devoff If alumnus: College DD insert name If student support activity: pending appointment If Trusts Foundations activity: Nicola Pulman If corporate activity: Hugh Aldridge If Legacy activity: Caroline Reynolds If USA/Canada activity: NY NY Research If Asia activity: Jeremy Woodall, Alison Beale, David Nicholson If Latin America activity: Amy Trotter If Middle East activity: Cliff Tapp If Europe activity: Nathalie Fontana IMPORTANT: please remember that all Contact Reports should be stored on the Collegiate University’s DARS database and that any constituent may request to see all information held about them on the database, including Contact Reports..
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