Data Request

Please complete all required fields.

Requestor Information

First Name(Required)

Last Name(Required)

Requestor Type(Required)

Alumni

Faculty

Staff

Students

Department

Student Group Sponsor

Email(Required)

Date needed by(Required)

Please allow 3–5 business days.

Is this an urgent request needed before 3 business days?(Required)

Yes

If this is an urgent request, we will attempt to fulfill the request if at all possible.

Brief description of the purpose and goal of requested data(Required)

Will the requested data be distributed to anyone other than the requesting individual and the approving supervisor?(Required)

Yes

If yes, please list additional recipients.

Purpose (Please check all that apply.)

Purpose(Required)

Accreditation

Contact List

Data Analysis

Solicitation

Stewardship

Method of Contact (Please check all that apply.)

Invitation

Letter

Newsletter

Phone

Social Media Ad

Text

Other

Other method(s) of contact

Would you like this to be a recurring list?(Required)

Yes

If yes, list the frequency the list is needed. (Ex. Monthly, Quarterly, Weekly)

Criteria (Who?)

Individual profiles to include:(Required)

Alumni

Friends

Organizational profiles to include:(Required)

Businesses/Corporations

Foundations

Organizations

Estates/Trusts

Matching Gift Companies

Do Not Include Organization Accounts

Are you wanting donors that have given to a certain fund or appeal?(Required)

Yes

If yes, please list the specific fund or appeals

Are you wanting constituents from a certain geographic region using the following criteria?

Location Radius

City

County

State

Country

None of the above

Radius location starting point and miles radius (if applicable)

City (if applicable)

County (if applicable)

State (if applicable)

Country (if applicable)

Please list the specific degree(s)/major(s).

Are you wanting alumni that participated in a certain sport, club, or activity?(Required)

Yes

If yes, please list the specific sport, club, or activity.

Are you wanting constituents from a certain time period?

Graduates from specific years

Consecutive Donors for specific years

Donors from specific date ranges

Lapsed Donors from specific date ranges

No/ None of the above

Start Date of Range

End Date of Range

Please list any additional criteria of who should pull to the export if not included above. (e.g., gender, ethnicity, awards, assigned to PRM, top annual donors, etc.)

Are you wanting to exclude a certain group of constituents?(Required)

Yes

If yes, please list groups that should be excluded.

Do you need a report/export of the data?(Required)

Yes

By submitting this request, I acknowledge:

The requested data will only be used for the stated purpose.
The data will not be shared with anyone not disclosed in this request.
All information provided will be kept confidential.
I will submit the final mailing list after distribution with applicable information to terich@saumag.edu, so the communication can be recorded in the database.

Report/Export (What?)

Household handling

Combined households

Separate husband and wife

Biographical Information

Select Biographical Information

Contact Information

Select Contact Information

Please list additional salutations (if applicable)

Contact information will only be provided if Contact List, Solicitation, or Stewardship is selected for the purpose.

Student Information

Select Student Information

Student ID

Class Year

Degree

Major

Minor

Sports

Activities

Clubs

Gift Information

Select Gift Information

Gift Range Start Date (if applicable)

Gift Range End Date (if applicable)

Specify fund(s) (if applicable)

Employment Information

Select Employment Information

Company

Industry

Profession

Position

Employment dates (start and end)

Additional Information

Select Additional Information

Interest/Hobbies

Endowment Contact

Past Event Participation

Volunteer Leadership

Prospect Status

Proposal Status

Please list any additional data that you would like included that is not listed above.

Include any additional comments or requests not mentioned above.

By submitting this request, I acknowledge:

The requested data will only be used for the stated purpose.
The data will not be shared with anyone not disclosed in this request.
All information provided will be kept confidential.
I will submit the final mailing list after distribution with applicable information to laceyharris@saumag.edu, so the communication can be recorded in the database.