Follow the steps to complete the prospect research request form efficiently.

1. Press the ‘Get Form’ button to access the Prospect Research Request Form and open it in your preferred editor.
2. Begin by reviewing the constituent’s existing profile information to ensure accuracy in your request.
3. Fill out the Requestor Information section, including your name, phone number, email address, date requested, and the date needed.
4. Indicate the purpose of the request. This step is essential for focusing and expediting the research process. Clearly select from options such as qualification, cultivation, solicitation, stewardship, trustee candidate, or advisory board/council candidate.
5. Provide known prospect information. Fill out details such as full name, Banner ID (if applicable), home address, phone number, title/employer, spouse's name, and relevant wealth indicators.
6. Choose the research type based on the available options. You can select from a qualification profile, background profile, full profile, capacity analysis, or custom research, along with their respective turnaround times.
7. Add information regarding known prospect connections and interests, including SLU relationships, philanthropic interests, business relationships, social relationships, family information, and any personal and professional interests.
8. Review your information thoroughly to ensure all fields are completed accurately. This will assist in increasing the speed and accuracy of the research.
9. Once you have filled in all the necessary fields, you can save your changes, download the form, print it, or share it as needed.

Take the next step by completing the Saint Louis University Prospect Research Request Form online today.