Request for Information (RFI) Form

Information provided from Advancement data sources is generally to be treated as confidential and may be subject to state and federal privacy protections. Information may be used only for purposes stated in the request and approved by the University of Richmond. Use for any unauthorized purpose, including but not limited to transmission to an unauthorized third party or use for any private, commercial, or political purpose is strictly prohibited.

Please allow a minimum of three weeks for your request to be processed.

Instructions

  1. Fill out the request overview, report criteria, and output detail sections below. Items marked with * are required. Please be as specific as possible in defining the report. This will help us meet your specific needs in the quickest time possible.
  2. Output will normally be provided in a Microsoft Excel compatible format as an e-mail attachment.
  3. Make your request to Advancement Data Services by pressing the Submit button. You will receive an automated e-mail response confirming your request has been submitted. We will contact you to request additional information as needed.
  4. Please contact George Bowles at x8023 or gbowles@richmond.edu or Christin Harris at x6559 or christin.harris@richmond.edu if you have any questions.
Requestor Information
Request Overview
Request Type *
Is this information intended for a mailing/e-mailing?
If yes, will this be:
Did University Communications author or design your material(s)?
Information will be used for solicitation (please contact Martha Callaghan at x1256)
I have requested this information before.
Report Selection Criteria

Relationship to the University (please check any that apply)

Individuals
Organizations
Schools
Class Years
Geographic Location
Exclude
Include in Determining Donor Status
Output Detail

Standard Output (Includes UR ID, Last Name, Middle Name, Suffix, Prefix, Donor Categories, UR Class Years, UR Schools, Deceased, Confidential, Active Employee, Active Student)

Mailing Information
Spouse Mailing Information
Combined Name Information
Salutation
Family Information
Gift Information (Standard gift information includes selected outright gifts, pledges, pledge payments, memo credit, total commitments, & total receipts)
Special Instructions
Agreement
Agreement *