{"id":1147,"date":"2024-12-04T13:58:39","date_gmt":"2024-12-04T18:58:39","guid":{"rendered":"https:\/\/carleton.ca\/advancement\/?page_id=1147"},"modified":"2025-01-24T15:44:41","modified_gmt":"2025-01-24T20:44:41","slug":"annual-giving-list-request-refresh-append-update-data","status":"publish","type":"page","link":"https:\/\/carleton.ca\/advancement\/annual-giving-list-request-refresh-append-update-data\/","title":{"rendered":"Annual Giving List Request \u2013 Refresh\/Append\/Update Data"},"content":{"rendered":"\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n            <div class=\"cu-textmedia flex flex-col lg:flex-row mx-auto gap-6 md:gap-10 my-6 md:my-12 first:mt-0 max-w-5xl\">\n        <div class=\"justify-start cu-textmedia-content cu-prose-first-last\" style=\"flex: 0 0 100%;\">\n            <header class=\"font-light prose-xl cu-pageheader md:prose-2xl cu-component-updated cu-prose-first-last\">\n                                    <h1 class=\"cu-prose-first-last font-semibold !mt-2 mb-4 md:mb-6 relative after:absolute after:h-px after:bottom-0 after:bg-cu-red after:left-px text-3xl md:text-4xl lg:text-5xl lg:leading-[3.5rem] pb-5 after:w-10 text-cu-black-700 not-prose\">\n                        Annual Giving List Request \u2013 Refresh\/Append\/Update Data\n                    <\/h1>\n                \n                                \n                            <\/header>\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n<script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\nvar 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      <\/div><form class='not-prose' method='post' enctype='multipart\/form-data'  id='gform_15'  action='\/advancement\/wp-json\/wp\/v2\/pages\/1147' data-formid='15' novalidate>\n                        <div class='gform-body gform_body'><div id='gform_fields_15' class='gform_fields top_label form_sublabel_below description_below validation_below'><div id=\"field_15_140\" class=\"gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><h3 class=\"gsection_title\">Dates and Communication Basics<\/h3><\/div><div id=\"field_15_217\" class=\"gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_15_217'>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.<\/label><div class='ginput_container ginput_container_text'><input name='input_217' id='input_15_217' type='text' value='' class='medium'      aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_15_111\" class=\"gfield gfield--type-email gfield--input-type-email field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_15_111'>Your Email Address<\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_111' id='input_15_111' type='email' value='' class='medium'     aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_15_139\" class=\"gfield gfield--type-date gfield--input-type-date gfield--input-type-datepicker gfield--datepicker-no-icon field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_15_139'>Date required by<\/label><div class='ginput_container ginput_container_date'>\n                            <input name='input_139' id='input_15_139' type='text' value='' class='datepicker gform-datepicker mdy datepicker_no_icon gdatepicker-no-icon'   placeholder='mm\/dd\/yyyy' aria-describedby=\"input_15_139_date_format\" aria-invalid=\"false\" \/>\n                            <span id='input_15_139_date_format' class='screen-reader-text'>MM slash DD slash YYYY<\/span>\n                        <\/div>\n                        <input type='hidden' id='gforms_calendar_icon_input_15_139' class='gform_hidden' value='https:\/\/carleton.ca\/advancement\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg'\/><\/div><div id=\"field_15_142\" class=\"gfield gfield--type-date gfield--input-type-date gfield--input-type-datepicker gfield--datepicker-no-icon field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_15_142'>Mailing Date<\/label><div class='ginput_container ginput_container_date'>\n                            <input name='input_142' id='input_15_142' type='text' value='' class='datepicker gform-datepicker mdy datepicker_no_icon gdatepicker-no-icon'   placeholder='mm\/dd\/yyyy' aria-describedby=\"input_15_142_date_format\" aria-invalid=\"false\" \/>\n                            <span id='input_15_142_date_format' class='screen-reader-text'>MM slash DD slash YYYY<\/span>\n                        <\/div>\n                        <input type='hidden' id='gforms_calendar_icon_input_15_142' class='gform_hidden' value='https:\/\/carleton.ca\/advancement\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg'\/><\/div><fieldset id=\"field_15_203\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >Would you like an existing mail code applied to the records now?<\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_15_203'>\n\t\t\t<div class='gchoice gchoice_15_203_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_203' type='radio' value='Yes, once refreshed the code can be added to records.'  id='choice_15_203_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_203_0' id='label_15_203_0' class='gform-field-label gform-field-label--type-inline'>Yes, once refreshed the code can be added to records.<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_15_203_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_203' type='radio' value='No, please do not add code to records yet. I will send final data later.'  id='choice_15_203_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_203_1' id='label_15_203_1' class='gform-field-label gform-field-label--type-inline'>No, please do not add code to records yet. I will send final data later.<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_15_205\" class=\"gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_15_205'>Code to be added to records:<\/label><div class='ginput_container ginput_container_text'><input name='input_205' id='input_15_205' type='text' value='' class='medium'      aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_15_146\" class=\"gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><h3 class=\"gsection_title\">Target Audience and Content<\/h3><\/div><div id=\"field_15_177\" class=\"gfield gfield--type-html gfield--input-type-html gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  >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)\t<\/div><fieldset id=\"field_15_202\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >Which of the following would you like to do?<\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_15_202'>\n\t\t\t<div class='gchoice gchoice_15_202_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_202' type='radio' value='Refresh (remove data based on exclusions listed here)'  id='choice_15_202_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_202_0' id='label_15_202_0' class='gform-field-label gform-field-label--type-inline'>Refresh (remove data based on exclusions listed here)<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_15_202_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_202' type='radio' value='Append Data (add data based on request listed here)'  id='choice_15_202_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_202_1' id='label_15_202_1' class='gform-field-label gform-field-label--type-inline'>Append Data (add data based on request listed here)<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_15_202_2'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_202' type='radio' value='Update Data Criteria (add columns\/information to existing list - indicate specifics in special notes)'  id='choice_15_202_2' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_202_2' id='label_15_202_2' class='gform-field-label gform-field-label--type-inline'>Update Data Criteria (add columns\/information to existing list &#8211; indicate specifics in special notes)<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_15_153\" class=\"gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><h3 class=\"gsection_title\">Exclusions (Donor Preference)<\/h3><\/div><fieldset id=\"field_15_168\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >Which type of communication is this for?<\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_15_168'>\n\t\t\t<div class='gchoice gchoice_15_168_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_168' type='radio' value='Solicitation'  id='choice_15_168_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_168_0' id='label_15_168_0' class='gform-field-label gform-field-label--type-inline'>Solicitation<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_15_168_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_168' type='radio' value='Stewardship'  id='choice_15_168_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_168_1' id='label_15_168_1' class='gform-field-label gform-field-label--type-inline'>Stewardship<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_15_184\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label gfield_label_before_complex' >The options below that are pre-selected are removed by default and should not be unchecked<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_15_184'><div class='gchoice gchoice_15_184_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.1' type='checkbox'  value='Deceased' checked='checked' id='choice_15_184_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_1' id='label_15_184_1' class='gform-field-label gform-field-label--type-inline'>Deceased<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.2' type='checkbox'  value='PNG Persona Non-Grata (Campus Banned)' checked='checked' id='choice_15_184_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_2' id='label_15_184_2' class='gform-field-label gform-field-label--type-inline'>PNG Persona Non-Grata (Campus Banned)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.3' type='checkbox'  value='Closed Records' checked='checked' id='choice_15_184_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_3' id='label_15_184_3' class='gform-field-label gform-field-label--type-inline'>Closed Records<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.4' type='checkbox'  value='NCA No Contact At All' checked='checked' id='choice_15_184_4'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_4' id='label_15_184_4' class='gform-field-label gform-field-label--type-inline'>NCA No Contact At All<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_5'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.5' type='checkbox'  value='DNS Do Not Solicit' checked='checked' id='choice_15_184_5'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_5' id='label_15_184_5' class='gform-field-label gform-field-label--type-inline'>DNS Do Not Solicit<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_6'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.6' type='checkbox'  value='AFA AFS - Fall (constituents who have requested to only be contacted\/solicited during the fall term and not any other time)'  id='choice_15_184_6'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_6' id='label_15_184_6' class='gform-field-label gform-field-label--type-inline'>AFA AFS &#8211; Fall (constituents who have requested to only be contacted\/solicited during the fall term and not any other time)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_7'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.7' type='checkbox'  value='ASU AFS - Summer (constituents who have requested to only be contacted\/solicited during the Summer term and not any other time'  id='choice_15_184_7'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_7' id='label_15_184_7' class='gform-field-label gform-field-label--type-inline'>ASU AFS &#8211; Summer (constituents who have requested to only be contacted\/solicited during the Summer term and not any other time<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_8'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.8' type='checkbox'  value='AWI AFS - Winter (constituents who have requested to only be contacted\/solicited during the winter term and not any other time)'  id='choice_15_184_8'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_8' id='label_15_184_8' class='gform-field-label gform-field-label--type-inline'>AWI AFS &#8211; Winter (constituents who have requested to only be contacted\/solicited during the winter term and not any other time)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_9'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.9' type='checkbox'  value='NEM No Email Contact at All'  id='choice_15_184_9'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_9' id='label_15_184_9' class='gform-field-label gform-field-label--type-inline'>NEM No Email Contact at All<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_11'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.11' type='checkbox'  value='NES No Email Solicitation'  id='choice_15_184_11'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_11' id='label_15_184_11' class='gform-field-label gform-field-label--type-inline'>NES No Email Solicitation<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_12'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.12' type='checkbox'  value='NMC No Mail Contact At All'  id='choice_15_184_12'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_12' id='label_15_184_12' class='gform-field-label gform-field-label--type-inline'>NMC No Mail Contact At All<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_13'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.13' type='checkbox'  value='NMS No Mail Solicitation'  id='choice_15_184_13'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_13' id='label_15_184_13' class='gform-field-label gform-field-label--type-inline'>NMS No Mail Solicitation<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_14'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.14' type='checkbox'  value='NPC No Phone Contact At All'  id='choice_15_184_14'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_14' id='label_15_184_14' class='gform-field-label gform-field-label--type-inline'>NPC No Phone Contact At All<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_15'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.15' type='checkbox'  value='NPS No Phone Solicitation'  id='choice_15_184_15'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_15' id='label_15_184_15' class='gform-field-label gform-field-label--type-inline'>NPS No Phone Solicitation<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_16'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.16' type='checkbox'  value='NAS No Award Solicitation'  id='choice_15_184_16'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_16' id='label_15_184_16' class='gform-field-label gform-field-label--type-inline'>NAS No Award Solicitation<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_17'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.17' type='checkbox'  value='SPE Special Parent Exclusion'  id='choice_15_184_17'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_17' id='label_15_184_17' class='gform-field-label gform-field-label--type-inline'>SPE Special Parent Exclusion<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_18'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.18' type='checkbox'  value='NPE - No Parent Emails'  id='choice_15_184_18'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_18' id='label_15_184_18' class='gform-field-label gform-field-label--type-inline'>NPE &#8211; No Parent Emails<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_19'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.19' type='checkbox'  value='NGT - No Giving Tuesday Emails'  id='choice_15_184_19'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_19' id='label_15_184_19' class='gform-field-label gform-field-label--type-inline'>NGT &#8211; No Giving Tuesday Emails<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_184_21'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.21' type='checkbox'  value='NCC - No Community Campaign Emails'  id='choice_15_184_21'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_184_21' id='label_15_184_21' class='gform-field-label gform-field-label--type-inline'>NCC &#8211; No Community Campaign Emails<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_15_196\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label gfield_label_before_complex' >The options below that are pre-selected are removed by default and should not be unchecked<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_15_196'><div class='gchoice gchoice_15_196_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.1' type='checkbox'  value='Deceased' checked='checked' id='choice_15_196_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_1' id='label_15_196_1' class='gform-field-label gform-field-label--type-inline'>Deceased<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.2' type='checkbox'  value='PNG Persona Non-Grata (Campus Banned)' checked='checked' id='choice_15_196_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_2' id='label_15_196_2' class='gform-field-label gform-field-label--type-inline'>PNG Persona Non-Grata (Campus Banned)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.3' type='checkbox'  value='Closed Records' checked='checked' id='choice_15_196_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_3' id='label_15_196_3' class='gform-field-label gform-field-label--type-inline'>Closed Records<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.4' type='checkbox'  value='NCA No Contact At All' checked='checked' id='choice_15_196_4'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_4' id='label_15_196_4' class='gform-field-label gform-field-label--type-inline'>NCA No Contact At All<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_5'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.5' type='checkbox'  value='AFA AFS - Fall (constituents who have requested to only be contacted\/solicited during the fall term and not any other time)'  id='choice_15_196_5'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_5' id='label_15_196_5' class='gform-field-label gform-field-label--type-inline'>AFA AFS &#8211; Fall (constituents who have requested to only be contacted\/solicited during the fall term and not any other time)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_6'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.6' type='checkbox'  value='ASU AFS - Summer (constituents who have requested to only be contacted\/solicited during the fall term and not any other time'  id='choice_15_196_6'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_6' id='label_15_196_6' class='gform-field-label gform-field-label--type-inline'>ASU AFS &#8211; Summer (constituents who have requested to only be contacted\/solicited during the fall term and not any other time<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_7'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.7' type='checkbox'  value='AWI AFS - Winter (constituents who have requested to only be contacted\/solicited during the fall term and not any other time)'  id='choice_15_196_7'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_7' id='label_15_196_7' class='gform-field-label gform-field-label--type-inline'>AWI AFS &#8211; Winter (constituents who have requested to only be contacted\/solicited during the fall term and not any other time)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_8'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.8' type='checkbox'  value='NEM No Email Contact at All'  id='choice_15_196_8'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_8' id='label_15_196_8' class='gform-field-label gform-field-label--type-inline'>NEM No Email Contact at All<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_9'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.9' type='checkbox'  value='NMC No Mail Contact At All'  id='choice_15_196_9'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_9' id='label_15_196_9' class='gform-field-label gform-field-label--type-inline'>NMC No Mail Contact At All<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_11'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.11' type='checkbox'  value='NPC No Phone Contact At All'  id='choice_15_196_11'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_11' id='label_15_196_11' class='gform-field-label gform-field-label--type-inline'>NPC No Phone Contact At All<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_12'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.12' type='checkbox'  value='SPE Special Parent Exclusion'  id='choice_15_196_12'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_12' id='label_15_196_12' class='gform-field-label gform-field-label--type-inline'>SPE Special Parent Exclusion<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_13'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.13' type='checkbox'  value='NPE - No Parent Emails'  id='choice_15_196_13'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_13' id='label_15_196_13' class='gform-field-label gform-field-label--type-inline'>NPE &#8211; No Parent Emails<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_14'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.14' type='checkbox'  value='NGT - No Giving Tuesday Emails'  id='choice_15_196_14'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_14' id='label_15_196_14' class='gform-field-label gform-field-label--type-inline'>NGT &#8211; No Giving Tuesday Emails<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_196_15'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_196.15' type='checkbox'  value='NCC - No Community Campaign Emails'  id='choice_15_196_15'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_196_15' id='label_15_196_15' class='gform-field-label gform-field-label--type-inline'>NCC &#8211; No Community Campaign Emails<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_15_155\" class=\"gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><h3 class=\"gsection_title\">Exclusions (Donor Type and Behaviour)<\/h3><\/div><fieldset id=\"field_15_185\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label gfield_label_before_complex' >The options below that are pre-selected should not be unchecked<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_15_185'><div class='gchoice gchoice_15_185_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_185.1' type='checkbox'  value='Current To Remove Solicitation File' checked='checked' id='choice_15_185_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_185_1' id='label_15_185_1' class='gform-field-label gform-field-label--type-inline'>Current To Remove Solicitation File<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_185_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_185.2' type='checkbox'  value='A-list individuals' checked='checked' id='choice_15_185_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_185_2' id='label_15_185_2' class='gform-field-label gform-field-label--type-inline'>A-list individuals<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_185_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_185.3' type='checkbox'  value='CSPS Constituent Code (may be unchecked for Tory)' checked='checked' id='choice_15_185_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_185_3' id='label_15_185_3' class='gform-field-label gform-field-label--type-inline'>CSPS Constituent Code (may be unchecked for Tory)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_185_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_185.4' type='checkbox'  value='Current PRTD To Remove List' checked='checked' id='choice_15_185_4'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_185_4' id='label_15_185_4' class='gform-field-label gform-field-label--type-inline'>Current PRTD To Remove List<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_15_216\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label gfield_label_before_complex' >The options below that are pre-selected should not be unchecked<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_15_216'><div class='gchoice gchoice_15_216_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_216.1' type='checkbox'  value='A-list individuals' checked='checked' id='choice_15_216_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_216_1' id='label_15_216_1' class='gform-field-label gform-field-label--type-inline'>A-list individuals<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_216_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_216.2' type='checkbox'  value='CSPS Constituent Code (may be unchecked for Tory)' checked='checked' id='choice_15_216_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_216_2' id='label_15_216_2' class='gform-field-label gform-field-label--type-inline'>CSPS Constituent Code (may be unchecked for Tory)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_216_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_216.3' type='checkbox'  value='PRTD To Remove List' checked='checked' id='choice_15_216_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_216_3' id='label_15_216_3' class='gform-field-label gform-field-label--type-inline'>PRTD To Remove List<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_15_137\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Please use this hierarchy to decide which groups should be suppressed<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_15_137'><div class='gchoice gchoice_15_137_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_137.1' type='checkbox'  value='BOG Members'  id='choice_15_137_1'   aria-describedby=\"gfield_description_15_137\"\/>\n\t\t\t\t\t\t\t\t<label for='choice_15_137_1' id='label_15_137_1' class='gform-field-label gform-field-label--type-inline'>BOG Members<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_137_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_137.2' type='checkbox'  value='Fact and Staff'  id='choice_15_137_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_137_2' id='label_15_137_2' class='gform-field-label gform-field-label--type-inline'>Fact and Staff<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_137_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_137.3' type='checkbox'  value='Retirees'  id='choice_15_137_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_137_3' id='label_15_137_3' class='gform-field-label gform-field-label--type-inline'>Retirees<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_137_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_137.4' type='checkbox'  value='2026 Grads (first degree)'  id='choice_15_137_4'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_137_4' id='label_15_137_4' class='gform-field-label gform-field-label--type-inline'>2026 Grads (first degree)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_137_5'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_137.5' type='checkbox'  value='All Alumni'  id='choice_15_137_5'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_137_5' id='label_15_137_5' class='gform-field-label gform-field-label--type-inline'>All Alumni<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_137_6'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_137.6' type='checkbox'  value='Parents - only PRNTs, not FRPRs'  id='choice_15_137_6'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_137_6' id='label_15_137_6' class='gform-field-label gform-field-label--type-inline'>Parents &#8211; only PRNTs, not FRPRs<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><div class='gfield_description' id='gfield_description_15_137'>For non-constituent based exclusions, you must include excel list or mail code in <em>Exclusions: Donor Type and Behaviour<\/em> <\/div><\/fieldset><fieldset id=\"field_15_212\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Additionally:<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_15_212'><div class='gchoice gchoice_15_212_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_212.1' type='checkbox'  value='Flag all monthly donors who have also made a one-time gift (list with Amanda). When removing donors who currently have a monthly, quarterly or annual pledge, do not remove the people you flagged above. Remove anyone who has given a gift since the date specified in the list request \u2013 except those flagged as monthly donors with one-time giving. Then remove anyone who has given a one-time gift since the specified date, including those who were flagged above.'  id='choice_15_212_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_212_1' id='label_15_212_1' class='gform-field-label gform-field-label--type-inline'>Flag all monthly donors who have also made a one-time gift (list with Amanda). When removing donors who currently have a monthly, quarterly or annual pledge, do not remove the people you flagged above. Remove anyone who has given a gift since the date specified in the list request \u2013 except those flagged as monthly donors with one-time giving. Then remove anyone who has given a one-time gift since the specified date, including those who were flagged above.<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_212_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_212.2' type='checkbox'  value='Please append Current Semester Ask Amounts'  id='choice_15_212_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_212_2' id='label_15_212_2' class='gform-field-label gform-field-label--type-inline'>Please append Current Semester Ask Amounts<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_212_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_212.3' type='checkbox'  value='Please remove anyone who has given exclusively to the Engineering Equipment Students\u2019 Fund'  id='choice_15_212_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_212_3' id='label_15_212_3' class='gform-field-label gform-field-label--type-inline'>Please remove anyone who has given exclusively to the Engineering Equipment Students\u2019 Fund<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_212_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_212.4' type='checkbox'  value='Please remove anyone who has exclusively given through student accounts (Gift Class: SARF)'  id='choice_15_212_4'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_212_4' id='label_15_212_4' class='gform-field-label gform-field-label--type-inline'>Please remove anyone who has exclusively given through student accounts (Gift Class: SARF)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_212_5'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_212.5' type='checkbox'  value='Please remove any FRND who has only ever given to memorial fund.'  id='choice_15_212_5'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_212_5' id='label_15_212_5' class='gform-field-label gform-field-label--type-inline'>Please remove any FRND who has only ever given to memorial fund.<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_212_6'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_212.6' type='checkbox'  value='Please flag LAG donors (coded in Banner)'  id='choice_15_212_6'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_212_6' id='label_15_212_6' class='gform-field-label gform-field-label--type-inline'>Please flag LAG donors (coded in Banner)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_212_7'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_212.7' type='checkbox'  value='Please include all Tory club code years in data'  id='choice_15_212_7'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_212_7' id='label_15_212_7' class='gform-field-label gform-field-label--type-inline'>Please include all Tory club code years in data<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_212_8'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_212.8' type='checkbox'  value='Please flag or remove anyone on current monthly pledge'  id='choice_15_212_8'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_212_8' id='label_15_212_8' class='gform-field-label gform-field-label--type-inline'>Please flag or remove anyone on current monthly pledge<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_15_212_9'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_212.9' type='checkbox'  value='Please flag or remove anyone on current quarterly or annual pledge'  id='choice_15_212_9'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_15_212_9' id='label_15_212_9' class='gform-field-label gform-field-label--type-inline'>Please flag or remove anyone on current quarterly or annual pledge<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_15_213\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >If monthly pledge selected, please specify:<\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_15_213'>\n\t\t\t<div class='gchoice gchoice_15_213_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_213' type='radio' value='Remove'  id='choice_15_213_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_213_0' id='label_15_213_0' class='gform-field-label gform-field-label--type-inline'>Remove<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_15_213_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_213' type='radio' value='Flag'  id='choice_15_213_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_213_1' id='label_15_213_1' class='gform-field-label gform-field-label--type-inline'>Flag<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_15_214\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >If quarterly\/annual pledge selected, please specify:<\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_15_214'>\n\t\t\t<div class='gchoice gchoice_15_214_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_214' type='radio' value='Remove'  id='choice_15_214_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_214_0' id='label_15_214_0' class='gform-field-label gform-field-label--type-inline'>Remove<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_15_214_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_214' type='radio' value='Flag'  id='choice_15_214_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_15_214_1' id='label_15_214_1' class='gform-field-label gform-field-label--type-inline'>Flag<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_15_157\" class=\"gfield gfield--type-textarea gfield--input-type-textarea field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_15_157'>List any mail codes to exclude (mail codes encompass anyone who has the mail code on their record)<\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_157' id='input_15_157' class='textarea small'      aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_15_172\" class=\"gfield gfield--type-textarea gfield--input-type-textarea field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_15_172'>List any solicitation codes to exclude (solicitation codes encompass anyone who sent in a gift in response to an appeal)<\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_172' id='input_15_172' class='textarea small'      aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_15_204\" class=\"gfield gfield--type-date gfield--input-type-date gfield--input-type-datepicker gfield--datepicker-no-icon field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_15_204'>Please remove anyone who made a gift since:<\/label><div class='ginput_container ginput_container_date'>\n                            <input name='input_204' id='input_15_204' type='text' value='' class='datepicker gform-datepicker mdy datepicker_no_icon gdatepicker-no-icon'   placeholder='mm\/dd\/yyyy' aria-describedby=\"input_15_204_date_format\" aria-invalid=\"false\" \/>\n                            <span id='input_15_204_date_format' class='screen-reader-text'>MM slash DD slash YYYY<\/span>\n                        <\/div>\n                        <input type='hidden' id='gforms_calendar_icon_input_15_204' class='gform_hidden' value='https:\/\/carleton.ca\/advancement\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg'\/><\/div><div id=\"field_15_123\" class=\"gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><h3 class=\"gsection_title\">Special Requirement<\/h3><\/div><div id=\"field_15_170\" class=\"gfield gfield--type-html gfield--input-type-html gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  > 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. 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