Client Information

Client Name: *

Main Contact First Name: *

Main Contact Last Name: *

Main Contact Title/Role: *

Main Contact Email Address: *

Main Contact Telephone Number: *

Billing Contact First Name:

Billing Contact Last Name:

Billing Contact Title/Role:

Billing Contact Email Address:

Billing Contact Telephone Number:

Mailing Address: *

City: *

State: *

ZIP: *

Engagement Information

Engagement Title: *

Engagement Duration: *

Fee (Amount): *

Fee Type (based on above amount): *

For how many months should this be billed?

Notes related to project fee, payment schedule and/or duration:

Do we have a signed LOA? *

Yes

No

Please upload LOA below:

Since we do not have a signed LOA, a memo from partner is required. Please upload memo below:

Proposal Type (please check all that apply): *

Who is the partner lead and associate partner lead on this engagement? *

Campaign Prep	Campaign Management/Execution
Major Gift Program	Planned Giving Program
BMC	Strategic Assessment
Development Assessment	Strategic Planning
Other Other