UMass Boston

Research Request

This is the first step in the research process. Be sure to fill out this form completely so your request can be processed in a timely manner. Please contact Szeman Tse with questions or concerns, thank you.

Research Request Form

Please complete the form below.

Requestor Information




Prospect to be Researched





Request Information











Level of Research
  • Brief Bio: 1 paragraph “event bio” with basic information: education, current business, brief career history, affiliations (business, non-profit, civic), and family. Financial information is not included.
  • Capacity Rating: Brief Bio, with capacity assessment based on identified assets and vetting of wealth information. Financial information is included. (1-2 paragraphs)
  • Briefing: Capacity Rating Plus. A comprehensive write-up that includes more detailed career history, affiliations (business, non-profit, civic), philanthropy, family, wealth/assets, and capacity assessment, as well as information about UMass Boston engagement and giving history. Only for qualified prospects with solicitation proposal entered in database or meeting with leadership.
  • Trip List: List of area prospects, with rating. Specify area/city, travel radius, and time parameters, as well as anchor appointments.
  • Other



Contact Information