UT F Reqest Form

Please allow 3 working days for completion of this request!

This page will allow you to submit a request for information from the UT Foundation.  If you have questions or problems, please contact Mary Kern or John Jensen at extension 7730.

* indicates a required field

WHO (Describe the person and department making the request)
* Requester: * Department : 
* Mail Stop:  * Date Needed:
Have we done this before? Yes No  
Please enter the approximate number you expect in the output:
PURPOSE  (Check one or more boxes to indicate the purpose of this request)
Postal Mailing
Send mass e-mail
Prospecting		 Travel/Visit Planning
Telephone/Phonathon
Other (describe below)

* Describe the purpose of this selection.
   For Example: "To send an e-newsletter to all Alumni in the college of ... "

INCLUDE (Check one or more boxes to choose the kind of entity you want included)
All Records (Selecting this will pull both people and non people)

All People (Alumni, Students,Friends)

Current or Ex Students

Friends (People who are not alumni)

All Trustees (UT, Alumni Association, UTF, & MUOF)

All Non People (corporations, foundations, etc.)

Corporations

Foundations

Estates & Trusts		 Alumni by Constituent Area/Affiliate
(Choose as many as apply)

Alumni by Chapter
(Choose as many as apply)
 Other Entity Groups
(Choose as many as apply)
* NOTE: To select more than one in a drop down, select the first then hold down the control key and select another.

* Describe the group or groups requested: (i.e. your target population)
   For example: Alumni in your college who graduated within the last 5 years.
                         Donors to a specific area in the last 2 fiscal years.
                         People who previously attended a specific event.

DO NOT INCLUDE (Check one or more boxes to indicate the kind of entity you want dropped.)
Note: We will drop deceased, do not contact and do not mail from all postal mail requests.
Deceased
Unknown Addresses
Foreign Addresses
FERPA Drop
HIPAA Drop
Do not email (Will be dropped if you request email address)		 Do not Call (Will be dropped if you request phone number.)
Do not Contact (Entities who have asked not to receive anything )  (Required if this is a solicitation)
Do not Solicit (Entities who have asked not to receive solicitations)
Entities who have asked not to receive mail from the Alumni Association
Entities who have asked not to receive mail from your department
OUTPUT (Check one or more boxes to indicate the output you would like to receive)
Note: When selecting Mail merge file, include the fields to be included in the output
One Line list (with degree and membership info)
Name and address listing
File to Addressing Services (WP File)
Mail Merge/Excel File (CSV)
(List the fields in the box below. For example: 'name, address, degrees, giving summary')		 Send Mass Email (Enter text below)
One Up Mailing Labels
Entity Profile Reports
Donor Giiving History
CampusCALL file
Other (describe below)

* What information do you want in the output? (Labels can only contain title, name, address)
List the fields you would like in the report or file.  If we are sending emails to this group, enter the text of your email.  Add the subject of the email below.


Subject of Email
DELIVERY / SPECIAL INSTRUCTIONS (Check one or more boxes to indicate where the output should be sent)
* Deliver to/Notify: Send the file to Addressing Services
Send the report to me via campus mail
Hold the report for pickup
Email the report and/or file to me at:
*My Email:
(An email confirmation will be sent to this person.)
Special processing and/or delivery instructions: