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Constituent Contact Report

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Constituent Contact Report

Constituent Contact Report — Friends of AUAF

Friends of AUAF · Advancement

Constituent Contact Report

Please complete within 24 hours of your interaction — takes about 5 minutes.

✅

Report Submitted — Thank You!

The advancement team will receive your contact report and follow up with any questions.

① Submitted By

Your Full Name *

Your Title / Role *

Your Email * — you'll receive a copy

② Constituent Information

Constituent Full Name *

RENXT Constituent ID if known

Constituent Organization / Affiliation optional

③ Interaction Details

Date of Interaction *

Location / Venue optional

Type of Interaction *

Personal Visit Phone Call Virtual / Zoom Event Email / Written Other

④ Meeting Notes

Summary of Conversation *

Giving Capacity Signals optional

Ask Amount Discussed optional

⑤ Solicitation Stage (as you see it)

Where is this constituent in the pipeline?

1
Identification 2
Qualification 3
Cultivation 4
Solicitation 5
Stewardship

⑥ Action Items & Next Steps

Action Items *

Recommended Next Steps *

Proposed Follow-Up Date Follow-up date undecided

Next Contact Type

Confidential Notes for Development Office optional

Friends of AUAF • Advancement Office • Confidential

Questions? Contact james.hraba@friendsofauaf.org

520 North Washington Street
Alexandria, VA 22314

(202)-775-5901
info@friendsofauaf.org

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Friends of AUAF is a District of Columbia non-profit corporation and has been recognized by the IRS as a tax-exempt public charity under Sections 501(c)(3) and 170(b)(1)(A)(vi) of the Internal Revenue Code. Donations to Friends of AUAF generally will be tax deductible as charitable contributions. EIN: 26-3639601.

Constituent Contact Report

Report Submitted — Thank You!

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