Raiser&#039;s Edge Intake Form

Constituent ID

If available, please provide the Raiser's Edge Constituent ID for the individual alumni.

First Name *

Last Name *

Email Address *

Preferred Phone Number

Engagement Activity

Please provide details of the activity, below.

Date of Activity *

Please provide the date the activity took place on.

Month

Day

Year

Type of Activity *

Please select the type of activity the constituent was engaged in. (Select all that apply)

Other (Described) *

Please provide a description of "Other" engagement activity.

Is follow up required? *

Does this activity require follow-up from the Advancement department (Ex. Thank you letter, specific follow up direction?)

Yes, follow-up is required

No follow-up is required.

What type of follow-up is required? *

Please provide a description of the follow-up required and how the Advancement department can support.

Notes

Please provide any additional notes you would like us to capture with this engagement activity.

Raiser's Edge Intake Form