Mailing List & Data Request Form
Mailing List & Data Request Form
Mailing List & Data Request Form
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<strong>Mailing</strong> <strong>List</strong> & <strong>Data</strong> <strong>Request</strong> <strong>Form</strong><strong>Request</strong>or Name: _________________________Phone Number: __________________________Date of <strong>Request</strong>: _________________________Department: ________________________________Email: ____________________________________<strong>Request</strong>ed Due Date: _________________________Please note: Report <strong>Request</strong>s require ONE week notice -- <strong>Data</strong>/<strong>Mailing</strong> <strong>List</strong> <strong>Request</strong>s require TWO weeks notice.BASIC DESCRIPTION AND PURPOSE OF REQUEST - PLEASE DESCRIBE IN FULL:___________________________________________________________________________________________PURPOSEREQUIRED (CHECK ALL THAT APPLY)INVITATIONMAILING (NON-SOLICITATION)SOLICITATIONPROSPECT MGMT/STEWARDSHIPOTHER: __________________________RETURN FILE FORMAT (REQUIRED)REPORTEXCEL or TEXT LIST (TO PRINTER)LABELS - SIZE # _______________ENVELOPES - SIZE # ___________MAIL MERGE (MS Word)FTP TO VENDORBIOGRAPHICAL INFORMATION REQUESTEDCONSTITUENCYALUMNIFRIENDPARENTFACULTY/STAFFOTHER _______________________________________________________________________CONSTITUENT IDNAME
SALUTATIONSALUTATION #1 (Mr. and Mrs. John B. Smith, Jr.)SALUTATION #2 (Mr. John and Mrs. Ellen Smith)SALUTATION #3 (John B. Smith, Jr.)SALUTATION #4 (John Smith ’80)OTHER SALUTATION: ________________________________________________________ADDRESS/PHONEHOME ADDRESSBUSINESS ADDRESSPREFERRED ADDRESSHOME PHONEBUSINESS PHONEE-MAILOTHER: ________________________________________________________________________INDIVIDUALS / ALUMNIEDUCATION INFOCOLLEGECLASS OFDEGREEMAJOREMPLOYMENT INFO(Self-reported; may not be up to date.)SPOUSESCOMBINE SPOUSESDO NOT COMBINE SPOUSESOTHER: ________________________________________________________________________COMPANIES/ORGANIZATIONSPRIMARY CONTACTSECONDARY CONTACTINCLUDE SALUTATIONOTHER: ________________________________________________________________________
GIVING INFORMATION REQUESTEDCURRENT FISCAL YEARSPECIFIC GIVING PERIOD:FROM: _________________________ TO:_________________________TOTAL LIFETIME GIVINGCOMBINE SPOUSE GIVINGINCLUDE SOFT CREDITSINCLUDE MATCHING GIFTSOTHER CRITERIA: ________________________________________________________________________GIFT REQUIREMENTS: (Parameters for search; i.e. I want donors who have given gifts of $1,000)MAX GIFT AMT: $ ____________________MIN GIFT AMT: $ ____________________COPY OF INVITATION-LETTER-ANNOUNCEMENT orOTHER DOCUMENTATION IS ATTACHED(<strong>Request</strong> can not be processed without documentation)INTERNAL USE ONLYANNUAL GIVING: __________________________ DATE: ____________________ALUMNI RELATIONS: __________________________COMMUNICATIONS: __________________________DATE: ____________________DATE: ____________________ADV SERVICES: __________________________ COMPLETION DATE: ____________
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