Legacy 2022 Call Update

Update Report

Please copy and paste the text below into an email and add as much information as you can from your contact with the donor. Feel free to include any additional information which you feel might be relevant.


To:  paula.williams@moretolife.org

CC:  amycla.webb@moretolife.org

Subject: Legacy Call Update

Call date:
Prospect called:
Results:
Was a gift pledged (Yes/No):
If yes, amount:
To be fulfilled by:
Any restrictions:
Other details:
To be matched (Yes/No):
Next steps:
Other notes/comments: