Planned Giving List Request

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Planned Giving List Request

Your Email Address(Required)

Subject (Event or Outreach Name / Year / Audience Detail)(Required)

This will be used to populate the mail code description in Banner. Limited to 31 characters.

Date required by

MM slash DD slash YYYY

Type of Communication(Required)

Mail

Campaign Monitor Email

Email (Planned Giving Outlook)

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

Please create corresponding mail code in Banner:

Yes

A mail code will be created immediately to Banner based on your selection above. Prior to sending invitation, you or your team admin must use the “Upload Mailcode” form to apply mail code to individual records.

Target Audience & Content

In this section, fill out any information that will help to filter your list to include only your intended audience. If a filter is not applicable to your list, you do not need to fill it out.

For this list, ONLY include:

Records with EXBQ

Exclusions

Select the exclusions below based on the list you are pulling. The options that are pre-selected should NOT be unchecked.

Pre-Qual Newsletter to Remove List

Deceased

Closed Records

NCA No Contact At All

GDPR European Data Protection Law

PNG Persona Non-Grata (Campus Banned)

NPG No Planned Giving Contact

PRTD To Remove List (Fall 2023)

NSU No Survey

NEB No Expected Bequest Emails

NIN No Invitations

NDI No Donor Event Invitations

NEE No Event Email

NEM No Email Contact at All

NMC No Mail Contact At All

NPC No Phone Contact At All

Notes & Special Requirements

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

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