Data Management Request Form

Department Information:

Data Manager: Christy Ascanio, cpajon@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=3102300x1df04c7e07

Requester's name Requester's name First Last
Email
FIU Department
(Select the Unit/College you are from)
Request Type

For New Individual and New Organization Record: Individual means a person and organization means a corporation or foundation. Be sure to include at least an address and a phone or e-mail for these!

For updates to specific donor records, select: Biographical Update /Data Import

For request to import large excel files of data, select: Biographical Update /Data Import

For request to use the events module, request for a list of invitees for an event, request for a report of revenues by event, select: Event Lists/Report/Other

For a simple request of e-mails only, select e-Blast Query or list of e-mails
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 alumni that graduated from Criminal Justice, with a Bachelors. Please exclude Master+ level degrees.

Example: I need a list of everyone that has ever attended or been invited to Torch Awards. I plan to invite them to the upcoming XYZ event.

Example: I need to create an appeal to track a direct mail piece that we are sending to all alumni who graduated from SIPA.

Example: Please update record 162166. She is now married to Mr. John Smith. Her new address is 11200 SW 8th Street, Miami, FL 33199 and her cell phone is 786-123-4567. Also, she works for Bank of America now. She is the VP of Sales at the 123 SW 145 Ave, Miami, FL 33144 location.
What is the purpose of this request? (select all that apply)

What is the purpose of this request? (select all that apply) Mailing (USPS, etc.) E-mails (e-blast, personal) Phone calls Reporting/Analytical purposes Internal Data Integrity 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" !!!
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.
Attachments

Attach Files

Use this to upload a list of records to import/update. You can also send us a previous data request, so that we can reference it for your current request.

If this is event related, please note we need to see the event flyer, sponsorship packet, and other event related documents.