Staff Data Request Form

Home Staff Data Request Form

Please allow two weeks to pull the information.

Name

Email Address

Date Needed By

PurposeMailingEmailReportInformationalUpdate

FrequencyOne-TimeMonthlyQuarterlyYearly

Criteria

YearCalendarFiscal

Key IndicatorsIndividualsOrganization

Constituent Codes

IncludeDeceasedInactiveNon-Valid Address

Solicit codes to remove from listDo Not EmailDo Not MailDo Not SolicitDo Not Contact

Membership

Giving

Date Range

Gift Amount

Amount TypeTotal AmountReceipt Amount

Gift TypesRevenuePledged

Gift Types to Include

Please add any additional criteria details that may be helpful

Name FormatPrimary AddresseePrimary SalutationCouples AddresseeCouples SalutationAnnual ReportCertificate of Donation

AddressPreferredHomeBusiness

Contact InfoPhone - Personal CellPhone - Business CellPhone - HomePersonal EmailBusiness EmailSpouseClass Year

GiftsFirst GiftLast GiftLargest GiftTotal GivingGift DateGift AmountFund DescriptionGift Reference

Output FormatNXT Constituent ListNXT Gift ListExcelCSVPDF

Please add any additional output details that may be helpful

Montana State University Billings Foundation & Alumni

406.657.2244

406.657.1600

Physical Address: 2615 Virginia Lane • Billings, MT 59101

Mailing Address: 1500 University Drive • Billings, MT 59101

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