{"id":1170,"date":"2024-12-04T14:35:54","date_gmt":"2024-12-04T19:35:54","guid":{"rendered":"https:\/\/carleton.ca\/advancement\/?page_id=1170"},"modified":"2025-01-24T15:47:01","modified_gmt":"2025-01-24T20:47:01","slug":"planned-giving-list-request","status":"publish","type":"page","link":"https:\/\/carleton.ca\/advancement\/planned-giving-list-request\/","title":{"rendered":"Planned Giving List Request"},"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                        Planned Giving List Request\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 gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof 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aria-hidden=\"true\" title=\"This field is hidden when viewing the form\"><\/i><span>This field is hidden when viewing the form<\/span><\/div><h3 class=\"gsection_title\">Planned Giving List Request<\/h3><\/div><div id=\"field_20_111\" class=\"gfield gfield--type-email gfield--input-type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_20_111'>Your Email Address<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_111' id='input_20_111' type='email' value='' class='medium'    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_20_141\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_20_141'>Subject (Event or Outreach Name \/ Year \/ Audience Detail)<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_141' id='input_20_141' type='text' value='' class='medium' maxlength='31' aria-describedby=\"gfield_description_20_141\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><div class='gfield_description' id='gfield_description_20_141'>This will be used to populate the mail code description in Banner. Limited to 31 characters.<\/div><\/div><div id=\"field_20_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_20_139'>Date required by<\/label><div class='ginput_container ginput_container_date'>\n                            <input name='input_139' id='input_20_139' type='text' value='' class='datepicker gform-datepicker mdy datepicker_no_icon gdatepicker-no-icon'   placeholder='mm\/dd\/yyyy' aria-describedby=\"input_20_139_date_format\" aria-invalid=\"false\" \/>\n                            <span id='input_20_139_date_format' class='screen-reader-text'>MM slash DD slash YYYY<\/span>\n                        <\/div>\n                        <input type='hidden' id='gforms_calendar_icon_input_20_139' class='gform_hidden' value='https:\/\/carleton.ca\/advancement\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg'\/><\/div><fieldset id=\"field_20_136\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >Type of Communication<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_20_136'>\n\t\t\t<div class='gchoice gchoice_20_136_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_136' type='radio' value='Mail'  id='choice_20_136_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_20_136_0' id='label_20_136_0' class='gform-field-label gform-field-label--type-inline'>Mail<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_20_136_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_136' type='radio' value='Campaign Monitor Email'  id='choice_20_136_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_20_136_1' id='label_20_136_1' class='gform-field-label gform-field-label--type-inline'>Campaign Monitor Email<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_20_136_2'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_136' type='radio' value='Email (Planned Giving Outlook)'  id='choice_20_136_2' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_20_136_2' id='label_20_136_2' class='gform-field-label gform-field-label--type-inline'>Email (Planned Giving Outlook)<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_20_136_3'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_136' type='radio' value='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)'  id='choice_20_136_3' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_20_136_3' id='label_20_136_3' class='gform-field-label gform-field-label--type-inline'>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)<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_20_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' >Please create corresponding mail code in Banner:<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_20_216'><div class='gchoice gchoice_20_216_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_216.1' type='checkbox'  value='Yes' checked='checked' id='choice_20_216_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_20_216_1' id='label_20_216_1' class='gform-field-label gform-field-label--type-inline'>Yes<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_20_186\" 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\"  ><strong> 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 &#8220;Upload Mailcode&#8221; form to apply mail code to individual records. <\/strong><\/div><div id=\"field_20_150\" class=\"gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><h3 class=\"gsection_title\">Target Audience &amp; Content<\/h3><div class='gsection_description' id='gfield_description_20_150'>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. <\/div><\/div><fieldset id=\"field_20_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' >For this list, ONLY include:<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_20_185'><div class='gchoice gchoice_20_185_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_185.1' type='checkbox'  value='Records with EXBQ'  id='choice_20_185_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_20_185_1' id='label_20_185_1' class='gform-field-label gform-field-label--type-inline'>Records with EXBQ<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_20_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<\/h3><\/div><fieldset id=\"field_20_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' >Select the exclusions below based on the list you are pulling. The options that are pre-selected should NOT be unchecked.<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_20_184'><div class='gchoice gchoice_20_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_20_184_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_20_184_1' id='label_20_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_20_184_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.2' type='checkbox'  value='Closed Records' checked='checked' id='choice_20_184_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_20_184_2' id='label_20_184_2' 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_20_184_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.3' type='checkbox'  value='NCA No Contact At All' checked='checked' id='choice_20_184_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_20_184_3' id='label_20_184_3' 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_20_184_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.4' type='checkbox'  value='GDPR European Data Protection Law' checked='checked' id='choice_20_184_4'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_20_184_4' id='label_20_184_4' class='gform-field-label gform-field-label--type-inline'>GDPR European Data Protection Law<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_20_184_5'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.5' type='checkbox'  value='PNG Persona Non-Grata (Campus Banned)' checked='checked' id='choice_20_184_5'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_20_184_5' id='label_20_184_5' 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_20_184_6'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.6' type='checkbox'  value='NPG No Planned Giving Contact' checked='checked' id='choice_20_184_6'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_20_184_6' id='label_20_184_6' class='gform-field-label gform-field-label--type-inline'>NPG No Planned Giving Contact<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_20_184_7'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.7' type='checkbox'  value='PRTD To Remove List' checked='checked' id='choice_20_184_7'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_20_184_7' id='label_20_184_7' class='gform-field-label gform-field-label--type-inline'>PRTD To Remove List<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_20_184_8'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_184.8' type='checkbox'  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