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Data Request Form
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First Name
Last Name
Phone
Email
Category of Assistance
Data Request: Contact List
Data Request: Giving
Data Request: Other (Please specify)
Please provide any info that may assist the Advancement Services team in your request:
Contact List Type:
Contact List Type:
Mail
Email
Phone
Select exclusion codes that apply:
Select exclusion codes that apply:
Do Not Contact
Do not Phone
Do Not Mail
Do Not Email
Do Not Solicit
Gift Information:
Gift Information:
Soft credit
Hard credit
Both
Giving Information
Lifetime Giving
Fiscal Year Giving
Please list fiscal years requested:
Would you like exclusion codes filtered out or added to the spreadsheet?
Would you like exclusion codes filtered out or added to the spreadsheet?
Filtered out
Added to spreadsheet
Exports: (Beyond the defaults of First Name, Last Name, Reference ID, Class Year)
Exports: (Beyond the defaults of First Name, Last Name, Reference ID, Class Year)
Prefix
Person Preferred
Email
Mobile Phone
Combined Mailing Name
BOD (Y/N)
MGO Assigned
Employer
Job Title/Position
Major(s)
Degree(s) Awarded
Planned Gift (Y/N)
Last Gift Date
Last Gift Amount
Last Fund Given to
Largest Gift Amount
Lifetime Giving
Wealth Screening Rating
Soft Credits
Giving Vehicle
FY Year(s) Giving Total:
Relations Prefix
Relations First
Relations Last
Carroll Couple
Donor Status
Current Prospect Stage
Address (Street, city, state & zip)
Other:
Please provide any additional info that may assist the Advancement Services team in your request:
When do you need the information?
Please keep in mind that this if request deadline is listed for the day of the request, some time may be needed depending on the request and our departments workload and availability.
Submit