Tocqueville Call Report Form
Your Name
*
Tocqueville Member/Household Contacted
*
Type of Contact Made
*
Phone
Email
Video Call
In Person
Left Voicemail
Other (describe in notes below)
Date of Contact
*
Update in Donor Information (staff will reach out for details)
Name
Address
Phone
Job/Company
Marital Status
Endowment (UWDC Foundation, Tocqueville Legacy Circle, estate planning, etc.)
Confirmation of 2025 Gift (if other, describe in notes above)
*
No Confirmation
Yes - same gift as last year
Yes - unknown amount
Expected increase over 2024
Other
2025 Gift Amount (if known)
Notes From Visit