Annual Giving List Request

Your Email Address
Date required by
Date Format: MM slash DD slash YYYY
Type of Communication
- Mail
- Email
- Phone
- No communication, only data
Content and Attachments
Subject
Target Audience
- ALNG Alumni Non Grad
- ALPR Student/Non Degreed Alumnus
- ALUM Alumnus
- ASSC Association
- BEQU Bequeather
- CSPS Constituent Spouse
- EXBQ Expected Bequeather
- FACF Former Faculty
- FACT Faculty
- FCMM Community Foundation
- FCRP Corporate Foundation
- FGVT Government Foundation
- FOUN Foundation
- FPRV Private Foundation (Family)
- FRND Unaffiliated Donor
- FRPS Former Prospect
- FRVT Former Volunteer
- FSTA Former Staff
- GARD Guardian
- HMTS Members
- LOCL Local Company
- NSPS Non Constituent Spouse
- PAST Past Student
- PRNT Parent
- PROS Unaffiliated Prospect
- STAF Staff
- STCP Staff – Casual and Part Time
- VOLT Volunteer
*Other
Flag married couples
- Yes
- No
List all donors codes
- Yes
- No
List all Mail Codes
- Current Year
- Previous Year
Include Staff Assignments if in Prospect Management
- Yes
- No
Parameters and Dates
Mailing Date
MM
DD
YYYY
Name Type
- First and Last Fields unless there is an ADID
Inclusions
- Last Pledge Number and Instalment Amount
- Last Gift
- Total Giving History for Previous Year
- Last Gift Designation Name
- Name Suffix(es)
- Other List* (Specify below)
*Other List
Attach List
Exclusions
Deceased are excluded by default
- AF Excluded from Annual Fund
- AFA AFS - Fall
- AFO One donation per year
- AFS Annual Fund Special Handling
- ASU AFS - Summer
- AWI AFS - Winter
- DNS Do Not Solicit
- NCA No Contact At All
- NCT No Carleton Thank Yous
- NDI No Donor Event Invitations
- NEB No Expected Bequest Email
- NEM No Email Contact At All
- NES No Email Solicitation
- NEV No Email ThankView Videos
- NIN No Invitations
- NMC No Mail Contact At All
- NMS No Mail Solicitation
- NPC No Phone Contact At All
- NPE No Parents Campaign E-mail
- NPS No Phone Solicitation
- PNG PersonaNonGrata(Campus Banned)
- NAO No Athletics Outreach
- Please remove BOG members
- Please remove anyone with a memo credit at the Tory level (current level)
- Please exclude anyone who has given exclusively to the Engineering Equipment Students’ Fund
- Please exclude anyone who has given exclusively via web or FutureFunder
- Please remove anyone who has exclusively given through student accounts (SARF)
- Please exclude anyone on current pledge
- Please exclude anyone on the current To Remove file
- Please exclude anyone on the A-list
- Please remove anyone who has given to a President’s Office Memorial Fund
Special Requirement
Extra Message