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Your Information
Who are you?
*
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Anita Robins
Board Member
Jaime Walman
Marc Newburgh
Samara Bernstein-Hendry
Donor/Prospect Information
Who did you meet with?
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First Name
Last Name
Email
*
Verify Email
*
Is this the first meeting?
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Yes
No
Mailing Address
Address Line 1
Address Line 2
City
City
State
State/Province
ZIP/Postal Code
Country
Preferred Phone Number
Group
Alumni
Board
Faculty
Parent/Grandparent
Community Member
Which school did they go to?
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University of Toronto
York University
Ryerson University
Western University
Queen's University
University of Waterloo
Wilfrid Laurier University
University of Guelph
McMaster University
Seneca College
George Brown College
Sheridan College
Centennial College
OCAD
Other
Graduation Year (YYYY)
Child's name
First Name
Last Name
Child's email address?
Verify Email
Child/grandchild's school
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University of Toronto
York University
Ryerson University
Western University
Queen's University
University of Waterloo
Wilfrid Laurier University
University of Guelph
McMaster University
Seneca College
George Brown College
Sheridan College
Centennial College
OCAD
Other
Spouse's name (if applicable):
First Name
Last Name
Meeting Information
Contact Type
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Coffee Date
Call
Chance Encounter
Meeting
Email
Other
Contact Date
*
(mm/dd/yyyy)
Meeting Summary
*
Is there a follow up task?
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Yes
No
Next steps
Task Name
*
Task Description
*
Task Due Date
*
(mm/dd/yyyy)
Task owner
*
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Anita Robins
Board Member
Jaime Walman
Marc Newburgh
Samara Bernstein-He
Do you need to record a pledge?
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Yes
No
Pledge Information
Pledge Amount
*
Where is the pledge designated:
*
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Hillel's Ontario's Greatest needs
University of Toronto
York
Ryerson
Western
Queen's
Guelph
McMaster
Waterloo (University of Waterloo and Wilfrid Laurier University)
Other
If other:
Payment Interval
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One-time
Weekly
Biweekly
Monthly
Quarterly
Semiannually
Yearly
Other
Pledge Date
*
(mm/dd/yyyy)
Notes