Missouri Baptist Foundation Contact Report
Submitted by:
Request for Support | Bio Information | Moves Management Information Event Information | Completed Gift Information | Submit
Use the message field to request support from the Jefferson City Office and/or communicate key information.
Contact Name: Client, Spouse, Business, Church, Organization *Include Social Security number and date of birth if available.
Contact Information: Address, Home, Business, Phone Numbers, Email
Important Relationships Church Membership, Professional Advisors, Institutional Representative, Alumni Information, Family Relationships, Employer
Appeal Type Indicate appeal client responded from (advertisement, direct mail, internet.)
Category:
Phone Call Meeting Mailing E-mail Task/other
Type:
Identification Qualification Proposal Presentation Follow up Stewardship Recognition Trust Services
Date:
Attribute:
Endowment Funds Management Estate Stewardship Client Future Generations Professional Trust/Gift Administration
Notes: Include rational for action and detailed contact information or call results.
Notes: Include rational for action and goals for contact.
Capacity:
High > $100,000 Medium < $100,000 & > $25,000 Low < $25,000
Motivation: Client is willing to work withMBF to plan or make a gift.
High Medium Low
Interest:
Has client qualified for proposal/project? Marking YES will cause proposal/project to be listed on advancement team reports.
Yes Project completed. Date completed
Project Name:
Gift/Plan Type:
Out Right Will Gift Annuity Revocable Trust Charitable Trust Endowment Donor Adviser Fund Other
Charitable Beneficiaries:
Estimated Amount:
Proposal/Project Goal:
Event Date:
Status:
Scheduled Held Postponed
Event Description:
Seminar Attendance:
Approximate Number of Individuals Reached:
Event Notes:
Planned Outright
Addition to Fund Will GA Deferred GA Flexible Deferred GA Revocable Living Trust Charitable Remainder Unitrust Charitable Remainder Annunity Trust
Campaign:
Annual Future Generations Missions & Ministry Other
Gift Description:
Gift Allocation:
Date Completed:
Development Officer's Initials:
List other professionals involved: (Attorney, CPA, Financial Advisor, etc.):