Business Glossary

Proposal Number

A unique number associated with a proposal

Proposal Planned Giving Indicator

Indicates if the commitment in a proposal is expected to include a planned gift.

Proposal Probability

Likelihood that the prospect will donate the Expected Amount, from 0% to 100%.

Proposal Probability

The likelihood, in percentage, of this commitment closing at the expected amount as noted on a proposal.

Proposal Projected Amount

A forecast of the fiscal year's attainment, based on proposals in the pipeline. Calculated considering the Stage and Probability of the proposal.

Proposal Result

The amount the prospect agrees to give in response to the solicitation. 

Proposal Short Title

A short name of proposal

Proposal Stage

The current stage of communication with the prospect about a specific proposal – Clearance (planned but not yet asked), Ask Made, Ask Accepted, or Ask Declined.

Proposal Stage

Marks the important points with the prospect that occur during solicitation: Clearance, Ask Made, Ask Accepted, Ask Declined

Proposal Start Date

The date the proposal is first entered to provide
understanding of the amount of time spent on solicitations

Proposal Status

Reflects if a gift officer is actively working on a proposal; (Open), completed (Closed), or cancelled prior to the ask (Withdrawn).

Proposal Status Description

The description of proposal status order

Proposal Status Order

A three letter status 

Proposal Stop Date

The date the proposal is Closed or Withdrawn to provide understanding of the amount of time spent on solicitations

Proposal Submission Date

The date of when proposal was submitted

Proposal Submission Fiscal Month Num

Proposal Title

An explanation of what the gift will support.

Proposal Total Cost

The total cost for a project

Proposal Type

The type of fund where the gift will be directed within the school or unit, such as scholarship, bricks & mortar, Dean's fund, or faculty support.

Proposal Type

Set list of options of where the money will be allocated

Proposal Unit

Identifies the school or unit that will recieve the commitment if the proposal is funded by the donor.  

Proposal Unit

The unit that the proposal will benefit, which will enable each school/unit to develop a pipeline of anticipated solicitations regardless of which team created the proposal

Prospect Address

The preferred address listed on the entity's record. If there are more than two entities sharing a single prospect record, this address will reflect the primary entity's address.

Prospect ID

The unique identifier for a prospect record.  

Prospective Student

A person who will potentially attend the University, but who has not yet applied or been accepted to the University.