Gift Services Request Form

Department Information:

Gift Services Director: Olema Leon, 7-8318, oleongon@fiu.edu

Once you have submitted the request you may go here to view where it is in our queue: https://webforms.fiu.edu/report.php?key=2998751xf0ef92ba11

Request Title

Include a brief description of your request.
Requester's name Requester's name First Last
Email
FIU Department
(Select the Unit/College you are from)
Request Type

For New Pledge requests please UPLOAD all pledge documentation. Be sure to let us know who the gift solicitors and corresponding project ID’s are. A pledge will not be added unless all supporting documents are included.

For summary of fundraising #'s or a list of donations, select: Fundraising Report / Giving Report

For updates to solicitors on existing gifts, select: Gift Solicitor Update

For request to import large excel files of gifts, select: Import of Gifts

For updating of existing giving designation on a website, select: Update Designations on EXISTING Giving Website

For creation of NEW giving website, select: New Giving Website/Magic Link
Requesting on Behalf of

Requesting on Behalf of Myself Other Other
Request details

Be specific here! =)

Example: I need a list of donors who donated to the College of Medicine over the last 5 years.

Example: I need a list of donations to project 1000570.

Example: I need to create an appeal to track a direct mail piece that we are sending to all alumni who graduated from SIPA.
Project ID Related to this Request
Website Related to this Request
What is the purpose/ultimate use of this request? (select all that apply)

What is the purpose/ultimate use of this request? (select all that apply) Mailing (USPS, etc.) E-mails (e-blast, personal) Phone calls Reporting/Analytical purposes Internal Data Integrity Donation Website Maintenance/Update Record a Pledge for Individual Record a Pledge for an Organization Personal Communication with Donor Other Other

Mailing = you plan to eventually send constituents a physical mail pirce

E-mails = you plan to send constituents an e-blast or other electronic communication

Phone calls = you plan to call the constituents

Reporting/Analytical purposes = you don't plan to communicate with constituents, simply to analyze the data

Internal Data Integrity = you are sending us an update for the donor/alumni database, Raiser's Edge

Other = none of the above, please be specific with Other
Bio Data Output

Bio Data Output Preferred Address Home Phone Cell Phone Personal Email Alternate Email Campus Email Business Name Business Address Position Business Email Business Phone Anonymous Status Solicit Codes N/A Other Other
Gift Data Output

Gift Data Output Fundraising Giving Summary Cash only Giving summary N/A Other Other

VERY IMPORTANT: Remember to include date range for giving in the "Data Request details" !!!
Upload any additional documents that can help us help you with this

Attach Files
I acknowledge that any information provided to me will be held in confidentiality, not used for malicious intent or for personal gain.

I understand the official alumni/donor database is Raiser's Edge and therefore I will not use this information to create a shadow database.

I understand that this request will not automatically exclude Board of Directors, Board of Trustees and President's Council Members, unless otherwise stated in the comments section.

I understand that this request will not automatically exclude Faculty/Staff, Students, or any other type of record, unless otherwise stated in the comments section.

I acknowledge that any information provided to me will be held in confidentiality, not used for malicious intent or for personal gain.

I understand the official alumni/donor database is Raiser's Edge and therefore I will not use this information to create a shadow database.

I understand that this request will not automatically exclude Board of Directors, Board of Trustees and President's Council Members, unless otherwise stated in the comments section.

I understand that this request will not automatically exclude Faculty/Staff, Students, or any other type of record, unless otherwise stated in the comments section. Yes

VERY IMPORTANT:

Make sure to tell us if you want us to EXCLUDE any Board of Directors, Board of Trustees and/or President's Council.