Annual Giving List Request - Refresh/Append/Update Data

Annual Giving List Request - Refresh/Append/Update Existing Data

Dates and Communication Basics
Your Email Address
Date required by
Date Format: MM slash DD slash YYYY
Mailing Date
Date Format: 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
- 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
- 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 (Fall 2023)
Based on the Solicitation Hierarchy for Winter 2024 listed at the bottom of this form, please remove the following. Please use this hierarchy to decide whether or not each group should be suppressed or included when indicating who to remove below.
- Board of Governors
- Campus Community Campaign (faculty, staff, and retirees)
- Leadership Giving Donors & Tory (list with Amanda)
- Leadership Giving Prospects
- Parent Leadership Giving List (list with Amanda)
- Monthly Acquisition / Upgrade List (Bethany to provide to Amanda)
- Current Monthly Donors
- Parents (new, prospect, current, former)
- 2023 Grads
- Recent Graduates (2018-2022)
- Alumni
- Friends
For non-constituent based exclusions, you must include excel list or mail code in Exclusions: Donor Type and Behaviour
Based on the Stewardship Hierarchy for Winter 2024 listed at the bottom of this form, please remove the following. Please use this hierarchy to decide whether or not each group should be suppressed or included when indicating who to remove below.
- Board of Governors Members
- CCC (faculty, staff, retirees)
- Leadership Giving (Donors, and Prospects for)
- Tory Society Donors 2022/2023 Club Code
- President’s Fund (May 2020 to date)
- Monthly Donors
- 2023 Grads
- Parent Leadership List
For non-constituent based exclusions, you must include excel list or mail code in Exclusions: Donor Type and Behaviour
Additionally:
- Please append Fall 2023 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.
- 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:
Date Format: 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.

Priority	SOLICTATION HIERARCHY for WINTER 2024 (January-April)	Plan to Solicit this Specific Seg. this Semester?	Include or Suppress?
1	BOG Members	Yes	Suppress
2	Campus Community Campaign (all faculty and staff and retirees)	Yes	Suppress, review any LAG or Parent LAG if desired
3	Leadership Annual Giving (donors and prospect list, including Tory) (Mary to provide list to Amanda)	Yes	Suppress
4	Parent Leadership Giving Donors and Prospects (Ruby to provide list to Amanda)	Yes	Suppress
5	Monthly Acquisition / Upgrade List (Bethany to provide to Amanda)	Yes	Suppress
6	Current Monthly Donors	No	Suppress, include in FYE
7	2023 Grads/Alumni	No	Suppress
8	Parents (new, prospect, current, former)	Yes	Suppress
9	Recent Graduates Prospects (2018-2022)	Yes	Suppress
10	Alumni	Yes	Suppress
11	Friends	Yes

Priority	STEWARDSHIP HIERARCHY for WINTER 2024 (January-April)	Plan to Steward Specific Seg. this Semester?	Include or Suppress?
1	BOG	TBD	TBD
2	CCC (faculty, staff, retirees)	Yes – CCC Engagement	Include prior to CCC campaign
3	Leadership Annual Giving Donors	Yes – PR Update	Suppress
4	Tory Society Donors 2023/2024	Yes – PR Update	Suppress
5	President’s Fund (May 2020 to date)	Yes – TBC	Include
6	Monthly Donors	Yes	Include. Also include LAG & Tory if monthly
7	2023 Grads/Alumni	Yes	Include
8	Parent Leadership List	Yes – PR Update	Include

Advancement

Annual Giving List Request – Refresh/Append/Update Data

Annual Giving List Request - Refresh/Append/Update Existing Data

Dates and Communication Basics

Target Audience and Content

Exclusions (Donor Preference)

Exclusions (Donor Type and Behaviour)

Special Requirement