Advancement Services List Request Form

Name*
Email*
Phone Extension*
Type of List Requested*
- Count
- Email Query for Online Express
- Email List (not for Online Express)
- Excel (informational use)
- Mailing List
- Merge File
Date Needed*
MM slash DD slash YYYY

List requests require a minimum of five business days to process.
Requested Appeal Name*

Appeal names should be brief (i.e. 2018 Summer Appeal).
Purpose of Request*

How will this list be used?
Is this a Solicitation?*
- Yes
- No
Who Should be Included?*
Be very specific here, and list all groups you would like included. For example: all alumni with a degree in biology who live within 50 miles of Portland, Oregon.
Who Should be Excluded?*
Be very specific here, and include all groups you want excluded. For example: trustees, specific solicit codes, constituents that have given within a specific time, etc.
Output*
All lists will include Constituent ID, Nickname, Last Name, Class Year, Parent Class Year, and Constituency. Please list additional information that should be included. For example: Preferred Address, Phone Numbers, Spouse Name, Children Name(s), Business Information, MGO Name(s), Giving Information (Last Gift, Lifetime Giving, etc.), Rating Information
Additional Comments*