Annual Giving List Request – Refresh/Append/Update Data

Dates and Communication Basics

Please note that prior to submitting this form, you must discuss the request with a member on the Annual Giving Team. Provide the name of the individual in AG who you collaborated with on this request.

Your Email Address

Date required by

MM slash DD slash YYYY

Mailing Date

MM slash DD slash YYYY

Would you like an existing mail code applied to the records now?

Yes, once refreshed the code can be added to records.

No, please do not add code to records yet. I will send final data later.

Code to be added to records:

Target Audience and Content

Defaults: All donor codes will be included in data; inclusion of primary and secondary relationship management information will be included in the data; last pledge number and installment amount/last gift/total giving history for previous year/last gift designation name/name suffixes will be included in the data; First and Last Fields unless there is an ADID)

Which of the following would you like to do?

Refresh (remove data based on exclusions listed here)

Append Data (add data based on request listed here)

Update Data Criteria (add columns/information to existing list – indicate specifics in special notes)

Exclusions (Donor Preference)

Which type of communication is this for?

Solicitation

Stewardship

The options below that are pre-selected are removed by default and should not be unchecked

Pre-Qual Newsletter to Remove List

Deceased

PNG Persona Non-Grata (Campus Banned)

Closed Records

AF Excluded from Annual Fund

NCA No Contact At All

DNS Do Not Solicit

AFS Annual Fund Special Handling

AFA AFS – Fall (constituents who have requested to only be contacted/solicited during the fall term and not any other time)

ASU AFS – Summer (constituents who have requested to only be contacted/solicited during the Summer term and not any other time

AWI AFS – Winter (constituents who have requested to only be contacted/solicited during the winter term and not any other time)

NEM No Email Contact at All

NES No Email Solicitation

NMC No Mail Contact At All

NMS No Mail Solicitation

NPC No Phone Contact At All

NPS No Phone Solicitation

___ Mid Level Donors (should be pulled for each list and considered)

NAS No Award Solicitation

SPE Special Parent Exclusion

The options below that are pre-selected are removed by default and should not be unchecked

Pre-Qual Newsletter to Remove List

Deceased

PNG Persona Non-Grata (Campus Banned)

Closed Records

AF Excluded from Annual Fund

NCA No Contact At All

NCT No Carleton Thank Yous

AFS Annual Fund Special Handling

AFA AFS – Fall (constituents who have requested to only be contacted/solicited during the fall term and not any other time)

ASU AFS – Summer (constituents who have requested to only be contacted/solicited during the fall term and not any other time

AWI AFS – Winter (constituents who have requested to only be contacted/solicited during the fall term and not any other time)

NEM No Email Contact at All

NMC No Mail Contact At All

NPC No Phone Contact At All

NEV No Email ThankView Videos

SPE Special Parent Exclusion

Exclusions (Donor Type and Behaviour)

The options below that are pre-selected should not be unchecked

Current To Remove Solicitation File

A-list individuals

CSPS Constituent Code (may be unchecked for Tory)

Current PRTD To Remove List

The options below that are pre-selected should not be unchecked

A-list individuals

CSPS Constituent Code (may be unchecked for Tory)

PRTD To Remove List

Winter 2025 Hierarchy. Please use this hierarchy to decide whether or not each group should be suppressed or included when indicating who to remove below.

BOG

Faculty, Staff and Retirees (CCC)

Parent Leadership Giving List (1 list with Amanda, maintained by Ruby)

Leadership AG Donors and Lapsed (1 list with Amanda, maintained by Mary)

Monthly Acquisition List (1 list with Amanda, maintained by Bethany)

2024 Grads

Parents (new, current, former)

Recent Alumni (2019-2023 first degree)

Alumni

Friends

For non-constituent based exclusions, you must include excel list or mail code in Exclusions: Donor Type and Behaviour

Additionally:

Please append Current Semester Ask Amounts

Please remove anyone who has given exclusively to the Engineering Equipment Students’ Fund

Please remove anyone who has exclusively given through student accounts (Gift Class: SARF)

Please remove any FRND who has only ever given to memorial fund.

Please flag LAG donors/prospects (coded in Banner)

Please include all Tory club code years in data

Please flag or remove anyone on current monthly pledge

Please flag or remove anyone on current quarterly or annual pledge

If monthly pledge selected, please specify:

Remove

Flag

If quarterly/annual pledge selected, please specify:

Remove

Flag

List any mail codes to exclude (mail codes encompass anyone who has the mail code on their record)

List any solicitation codes to exclude (solicitation codes encompass anyone who sent in a gift in response to an appeal)

Please remove anyone who made a gift since:

MM slash DD slash YYYY

Special Requirement

If there are any extra comments or clarifications on the data being requested, please specify here. Include any relevant details on output columns. Please also provide basic context for the list pull. Once you hit submit, the data specialist will receive your request and prioritize; you will also be sent a confirmation email automatically that includes all information requested here.

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