Form used for referring a prospect. This is another example of using a form to help formalize and define a process. Good example of the use of this form like this might be a grateful patient program where you would like to keep track of doctor referrals.

The form example is for a higher education environment but could be used in any fundraising organization. Another example of the use of this form like this might be a grateful patient program where you would like to keep track of doctor referrals of grateful patients (providing your privacy legislation allows this.)

Ideally you’d want to keep track of these referrals in your fundraising database and use as a metric when evaluating who are your best partners, departments or other groups when it comes to referrals. Organizations that have a robust referral process in place will typically have better ongoing relationships with departments and likely a more developed culture of philanthropy across the organization.

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