Donor2 Request Form

Date / MM / DD YYYY
Name First Last
Agency
Phone
Due Date / MM / DD YYYY
Please allow 2 weeks ahead of your deadline for review and modifications
Request Type

Please select one of the following
Single Report Reoccuring Report Report Modification Mailing List Request Event Setup Other
Request Criteria

Please describe the needs of your request.
Approximate number of records expected (if known)
Donor Groups to include individual Coporation/Business Vendors Foundation Estate/Bequests Volunteer Prospect In Kind Committee All
Other Groups to include
Criteria Breakdown Accounts Event Participants Honor/Memorial Pledges Online Giving Brithday
Other Criteria Selections
Mailing List Criteria Newsletter Annual Appeal Holiday Card Event Mailer (i.e. WalkAbout invite)
Other Mailing List Criteria
Request Date Range

i.e. you want all donors who gave in 3 year history
Start Date / MM / DD YYYY
End Date / MM / DD YYYY
Giving Amount

Specific giving level of the Donors i.e. $50+
Amount
Exclude Criteria

Please list Criteria that will need to be excluded. For Mailing Lists, deceased are automatically excluded.
Exclude
Sorting Options

Please choose how you
Sort Ascending Descending
Sort By Account ID Last Name Amount
Addional Instructions