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List & Data Request
List & Data Request Form
Please complete the form below.
Requestor Information
First Name:
Last Name:
Email
Due Date: (Please allow a minimum of five business days for request to be processed)
Purpose of Request
What is the purpose of this request?
Event Invitation
Giving Information
Count
Other
Event Title:
Event Date:
Do you require a mailing list?
Yes
No
Do you require an email list?
Yes
No
Should give history include any of the following:
Credit
Matching Gifts
DAF/Trusts
Commitments (Cash, Pledges and GIK)
Cash Receipts (Cash and Pledge payments)
Other
None of the Above
If other, please explain:
Record Type: [Please check all that apply to your list]
Alumni (All /or by Class or by school -
Please indicate the class year or School in the Special Instructions Section)
Alumni - non Grad
Friends
Parents
Board Members/Trustees
Faculty
Staff
Parents (Past)
Former Faculty/Staff
Retired Faculty/Staff
Corporation/Organization
Exclude No-Donors
Use provided list, please upload Excel file. Mandatory field: Entity ID
Use provided list, please upload Excel file. Mandatory fields: Entity ID
Name to be used?
Individual
Combined
Special Handling/Exclusion:
(Please check all that apply to your mailing)
Do not contact
Do not email
Do not phone
Do not mail
Do not solicit
Solicit only Camp Shriver
Solicit only WUMB
Solicit only KC Scholarship
Solicit only Go Kids
No exclusion
For output: (Please check all that apply to your mailing)
User Individual Name
Use Combined Name
Need active/valid emails
Need mailing addresses
Special Instructions: (please list additional criteria or comments)
Contact Information