My Recently Visited Services

For help with prospecting, pending availability of researcher

Updating a staff member's resource assignments such as Unit or Gift Intention Specialist.

Research needed to find contact information, employment information, and/or philanthropy on your tracked prospect

For capacity rating updates or more in-depth wealth assessment, if appropriate.

Add or remove Prime or Secondary roles to prospects.

For drops/moves, or other changes to a portfolio.

Submit your q-rating(s) for updating prospect record(s)

Additional information to be added to the SPI.

For requesting training by prospect management or prospect research employees for you (or your team)

For projects other than those listed, or for a broader request encompassing more parts