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Unique ID

Report request form for the Information Services team (Rick Haskell, Jasmine Dsouza, Lynn Yip and Dustin Huinh).

Requested By*

Email*

Email address that we will send the report output to.

Your School/College/Unit

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If your request is urgent, please select this checkbox

YES

Request Summary*

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Due Date*

Info Services is committed to fulfilling your request within 5 business days. Please enter a date 5 business days from today unless your request is urgent.

Timeline (only applies to URGENT requests)

Most requests are completed within 4 business days. If you need this immediately, please select from the dropdown below:

Purpose*

This will dictate which exclusions are applied to the provided file.

Solicitation
Invitation
Internal Use/Informational/No Exclusions Applied
Newsletter/Announcement/Brochure
Stewardship
Other

Outreach Method

Please indicate how this list would be used for your outreach, if applicable.

Email Blast
Individual Email Outreach
Mailing
Phone

Email Purpose*

Please note: Email addresses provided on this list are for informational purposes and one-to-one personal communications only. All mass email sends to alumni and donors must be scheduled through Marketing Strategy and Operations via the form found here. If you have any questions regarding mass email sends please contact Katie Chapman at kaitlyn.chapman@temple.edu.

Exclude Constituency Groups

Exclusions specific to central Annual Giving requests as seen here
Med-only Alumni
Law-only Alum and all Law dual degree holders with an assigned Law PM
Trustees (and spouses of Trustees)
Non-Person Entities (Corporations, Foundations, etc.)
Non-US Mailing Addresses

Remove Deceased Individuals?*

Name Format:*

Combine spouse names when either are selected
Combine spouse names only when both are selected
Do not combine spouses

Request Details*

Fields

Standard requests consist of:

TUID Number
Preferred Name (formatted and as individual fields)
Salutation
Preferred Address
Constituent Type/Donor Category
Preferred School
Preferred Year

Example output can be found here.

Additional Fields Required

For example: prospect rating, phone numbers, giving totals.

File Upload

Please upload any relevant file(s) here. Please ensure that they do not contain any Personally Identifiable Information (PII). If you're unsure, TUsafesend is always a safe option.

Drop files here or

Max. file size: 15 MB, Max. files: 5.

Email

This field is for validation purposes and should be left unchanged.

Information Services – Report Request Form

Fields