Annual Giving List Request – Stewardship

Dates and Stewardship 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.

Subject (Please use Annual Giving naming convention – e.g., Semester Year Group Constituent Type)

Your Email Address

Date required by

MM slash DD slash YYYY

Mailing Date

MM slash DD slash YYYY

Type of Communication

Mail

Phone

Multiple (Please note: if this is selected, the data specialist will NOT remove any associated exclusions. The data specialist will instead include columns in the data that indicate who can NOT be stewarded by each vehicle selected here).

No communication, data only (this can be used for a basic data pull for informational purposes only; if you choose to create an official stewardship piece out of the data, you must submit a request with all necessary exclusions)

If multiple, please specify

Mail

Phone

A mail code will be applied immediately to Banner, however, you must send final data to Database Specialist to apply to individual records. The “subject” will be used to populate the Banner name.

If yes, select which to add:

U Code (Stewardship)

A Code (Annual Giving Personal Mass Outreach)

V Code (ThankView)

No Code (Data Only Request)

SOL Code

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)

Please pull this list exclusively for those who responded to the following solicitation code(s) (if you would like to further target the audience, select target audience and donor type below as well):

Target Audiences

Common Audiences

Less Common Audiences

Please specify common audiences

All individual donors (as per donor type selected below)

All donors (both individuals and other constituent types) as per donor type selected below)

ALUM Alumnus

FACF Former Faculty

FACT Faculty

FSTA Former Staff

STAF Staff

STCP (by default, will only pull those with @carleton.ca staff email as primary email contact; other STCP likely not best aligned with Carleton via employee outreach / CA in GOREMAIL; ignore preferred email)

Carleton Retirees (Query: QRetirees)

PRNT Parent

FRPR Former Parent

TORY Tory Society Members Years XXXX through XXXX (found under Gift Society)

FRND Unaffiliated Donor

Alumni Type

All Alumni

Recent Alumni (2019-2023 first degree)

AGO lead must update Recent Alumni year parameters every year.

Please specify less common audiences

ALNG Alumni Non Grad

ALPR Student/Non Degreed Alumnus

ASSC Association

BEQU Bequeather

CSPS Constituent Spouse

EXBQ Expected Bequeather

FCMM Community Foundation

FCRP Corporate Foundation

FGVT Government Foundation

FOUN Foundation

FPRV Private Foundation (Family)

LOCL Local Company

CORP (Corporation)

Please only include the following donor type(s):

Donor (Last gift in the past 12 months)

Lapsed (Last gift between 13 and 36 months)

Long Lapsed (Last gift between 37 and 72 months)

Prospect (Last gift more than 73 months ago, or no gift ever)

Flag married couples

Yes

Inclusions

Select one or more

Last Three Gifts

Designations of Last Three Gifts

Largest Gift

Please include information on last donation channel, if available (e.g. FUTR)

Yes

Exclusions (Donor Preference)

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

Pre-Qual Newsletter to Remove List

Deceased

Closed Records

PNG Persona Non-Grata (Campus Banned)

AF Excluded from Annual Fund

NCA No Contact At All

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

NMC No Mail Contact At All

NPC No Phone Contact At All

NEV No Email ThankView Videos

NAS No Awards Solicitations

SPE Special Parent Exclusion

NDI No Donor Event Invitations

NIN No Invitations

NEE No Event Emails

Exclusions (Donor Type and Behaviour)

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

A-list individuals

CSPS Constituent Code (may be unchecked for Tory)

Current PRTD To Remove List

Decide whether or not each group below should be suppressed or included in your stewardship. For stewardship containing donors assigned to RMs, please send an email including the content you will be sending out and the list of assigned individuals to relevant RMs for them to consider.

BOG Members

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 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

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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