Advancement Resources

About

Funds &
Constituents

Help
Center
Menu

Alumni Relations
Data & Info Systems
Development
Government & Corporate Relations
Marketing & Communications
Programs & Events

Advancement Resources » Marketing & Communications » List & Report Request

Gift Planning Toolkit
Submit a Story Idea
Project Request
List & Report Request

List & Report Request

Job Aid

View job aid for List Request

Agreement: I am an employee of the University of Wisconsin-Madison or Wisconsin Foundation & Alumni Association and agree that the data requested will be used only for the purpose(s) described below and that the data will not be given, sold, or otherwise made available to any third party. All lists are intended for one-time use only. If any WFAA Marketing, Event, and/or Registration team assistance is needed, please submit a Project, Event, and/or Registration Request .
- We work requests submitted to our queue on a first-in, first-out basis and in accordance with the ticket due date.
- We strive to complete requests within a one week turnaround time, but please give us as much lead time as you can by submitting your request as early as possible (even if your due date is several weeks in the future).
- Some requests may take longer, depending on the complexity of your request or the volume of requests in our queue, but we will work with you to provide the information you need as soon as possible.
Name*
First Last
Email*
CC Email
Emails added here will be included on communications regarding this request. Please use a comma to separate multiple email addresses.
Phone*
Are you an employee of Wisconsin Foundation & Alumni Association?*
- Yes
- No
WFAA Division*
Campus Unit you are representing*
If Other, please indicate your Campus Unit*
Department/Program Area
About Your Request
List/Report Name*
Please be specific.
What is this request for?*
- Information Report
- Communications/Marketing
Channel of communication*
(check all that apply)
- Email
- Mail
- Phone
Digital Production
- True
Who is the digital experience specialist for the email?*
- Alex Chan
- Bryan Suzan
- Allison Krecek
Who is the communication from?*
(Check all that apply)
- Department
- School/College
- UWF
- WAA
- WFAA
Intent of communication*
(Check only one)
- General/Other
- Invitation
- Newsletter/Magazine
- Solicitation
For mail pieces, there are two ways in which a solicitation can be tracked. Please choose which tracking method you wish to use?
We encourage the use of Finder Numbers on your printed giving forms. More information on finder number vs. appeal code
- Finder Numbers
- Appeal Codes
- N/A
Review File Output Date
Date Format: MM slash DD slash YYYY
Desired Delivery Date*
We strive to complete requests with a one week turnaround, but more advance notice is greatly appreciated.
Date Format: MM slash DD slash YYYY
Final List Date*
We strive to complete requests with a one week turnaround, but more advance notice is greatly appreciated.
Date Format: MM slash DD slash YYYY
The date you’ve entered is less than seven days away. We’ll do our best to meet this date, but can’t guarantee completion.
Test File Output Date
Only provide if Test File is needed for print production proofing. We have a current backlog of 2 weeks. We will work with you if your request needs a faster turnaround.
Date Format: MM slash DD slash YYYY
Anticipated Send Date of Communication*
This is the date we will tag the constituents’ records in ABE as having been sent the communication.
Date Format: MM slash DD slash YYYY
Provide details of your request*
ABE Event Lookup ID(s)
Please include Event Lookup ID(s) tied to this List Request. To request an ABE Event Lookup ID, you must submit a Project, Event, and/or Registration Request. You can work with your WFAA representative to update attendees to the event in ABE. Use commas to separate Event Lookup IDs if lists will be used for multiple events. Do not use this field for ABE Constituent IDs, please include as an attachment.
Estimate of count*
How many people are you looking to have on your list?
Name Format Options*
- Standard (William Smith Jr; William Smith Jr & Margaret Adams)
- First Class Formal (Mr. William W. Smith Jr.; Mr. William H. Smith Jr. & Mrs. Margaret A. Adams)
- Bulk Formal (Mr William W Smith Jr; Mr William H Smith Jr & Mrs Margaret A Adams)
- Include all formats
Should we list your school/college/unit alum first in salutation?
- Yes
- No
- No Preference
Additional Data fields to include in review file
ie. date of birth, school/college, gift amount
Fields to include in final output
Include spouse if they exist outside of your selection criteria?*
Example: If you are requesting a list of Political Science alumni, Joe Smith is an alum of Political Science and his spouse is not, by selecting Yes his spouse will be included the list.
- Yes
- No
Send one piece per household?*
- Yes
- No
Include international constituents?*
- Yes
- No
Include organizations/corporations?
- Yes
- No
Include deceased constituents?
- Yes
- No
How will this information be used?*
With whom will this be shared?*
To include any attachments, please reply to your confirmation email from the HelpCenter with your attachment and it will be added to your HelpCenter ticket.

Alumni Relations
Data & Info Systems
Development
Government & Corporate Relations
Marketing & Communications
Programs & Events
Help Center
Funds & Constituents

© 2021 Wisconsin Foundation & Alumni Association. All rights reserved. | Privacy Statement