Request for Mailing or Solicitation Data

Requestor Information

Full Name *

Department *

Phone Number *

Email *

Data Request

Date needed *

Advancement Services requests a two-week or longer deadline horizon. Thanks for helping us manage the many requests coming in.

In a few words, what is this request for (e.g., "Mailing to CLA alumni in New Jersey" or "Report comparing Annual Fund FY20 vs. FY21"))? *

How will this data be used? (email or snail mail or phone communication to a specific audience, internal report, external report, etc.) *

Please be specific.

If this for is an email, will you be sending reminders? If so, add the date(s) below.

Do you need a count? *

Yes

No

Purpose of Count *

Count for printer/mail house

Count to determine criteria adjustment

Date count needed *

What is your target number? *

Will you conduct a solicitation (e.g., ask people for donations)? *

Yes

No

Will you use the requested data to invite people to an event? *

Yes

No

University Advancement colleagues: should the event record be populated with these invitees? Remember to submit a separate request to have an event record created.

Yes

No

If you are sending out a broadcast email, is the Office of Communications sending it for you? *

Yes

No

Email Data File Format

Who should be included in the report? *

Who should be excluded from this report? Those coded: *

What information do you need?

Group Spouses Under Head of Household *

Yes (Recommended for postal mailings and phone call lists)

No (Recommended for broadcast emails)

This option is for avoiding duplicate mailings to a single household. Selecting Yes combines married constituents into one row on the spreadsheet and addresses both spouses, e.g., "Mr. Daniel Drew and Mrs. Roxanna Mead Drew." This grouping method is not used for broadcast emails.

Comments (optional):

Signoff *

I acknowledge that, in the course of my activities on behalf of Drew University, I may have access to documents, data, or other information which may be confidential and/or privileged. Except as required by my activities on behalf of Drew University, I shall never directly or indirectly publish, disseminate, disclose to a third party, or use for personal or commercial gain any information acquired in my activities. I have read the Confidentiality of Constituent Information statement and understand that any violations of the practices described therein may be grounds for dismissal or disciplinary action. Furthermore, I agree to only use the supplied data for the purpose described in this request and I will destroy the data file within two weeks of the conclusion of the mailing.

Drew

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