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Development
UA Proposal Request
UA Proposal Request
Questions: call Gretta Kohler, x 2167
1. Requestor's Name
(Required)
First
Last
2. Which fundraising initiative or project does this proposal support? If this proposal is not part of an approved initiative or project, please submit the relevant form request.
(Required)
3. Priority Level
(Required)
Low
Normal
Urgent
4. Date Needed
(Required)
MM slash DD slash YYYY
(please allow at least 10 business days from today)
5. Quantity
(Required)
6. Delivery location
(Required)
7. Budget Code
(Required)
8. Project/Initiative name, as it should appear on the cover:
(Required)
9. Prospect Name, as it should appear on the cover:
(Required)
10. Does this piece require a cover letter?
(Required)
Yes
No
If so, from whom?
Please specify the level of formality in the salutation. ("Dear Lou" vs. "Dear Mr. Reed".)
Who should the cover letter be from?
(Required)
11. Does this piece require a quote from a specific individual?
(Required)
Yes
No
Quote Author and Topic
(Required)
If this quote has been used in a previous publication, where has it appeared?
12. If there is previous proposal language that you wish to be used, what is the name or keyword by which we can find this previous proposal quickly?
13. The prospect is:
Check all that apply.
Alumnus
Parent
Past Donor
Current or past member of a board or advisory council
Major Donor
If so, which board or advisory council?
If the prospect is a major donor, please provide an example of the benefactor's giving history. (Her name is on a classroom in Farrell Hall, for example.)
Class Year(s)
(Required)
List class year and academic degree with each. Example: Jimbo Wallace (’78, JD’83)
Class Year(s) of Children
(Required)
Area(s) of Previous Support
14. Meeting Date, as it should appear on the cover
Month
Day
Year
15. Specific areas of donors' interest, if any, to aid in cover photo selection:
(Required)
16. Please provide a brief overview of the proposal:
(Required)
17. Dollar amount of ask
(Required)
18. Does this amount include multiple elements that you want enumerated?
(Required)
Yes
No
If so, please include each item and the dollar amount attached to each if applicable. Remember to include Wake Forest Fund / Giving Society information if applicable.
19. In addition to the approved proposal language you will provide, what other information should be included? (quotes from administrators, students, etc.)
20. Related file(s)
Select…
1
2
3
4
5
Select the number of files you would like to attach to this request
Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx, xls, xlsx, Max. file size: 23 MB.
Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx, xls, xlsx, Max. file size: 23 MB.
Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx, xls, xlsx, Max. file size: 23 MB.
Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx, xls, xlsx, Max. file size: 23 MB.
Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx, xls, xlsx, Max. file size: 23 MB.
Contact Information for back page, if necessary
21. Name
Prefix
First
Last
Suffix
22. Phone
23. Title
24. Email
