Constituent Layout – this file will contain the biographical information related to donor records that currently reside in your donor CRM database.
Gift Layout – this file will contain the gift history related to donor records that currently reside in your donor CRM database.
Patient Layout – this files will contain biographical information related to patients in your patient database.
 
Below is are the outlines of the information used in the matching and/or modeling process. 
 
 
General Information:
 
  • Include individual type records only (people not organizations)
  • Include all individual records you’ve solicited regardless of the number of records purchased
  • Exclude Deceased records
  • Exclude records where the Home address is either blank or a foreign address
  • Please send data in a tab-delimited (*.txt) or comma separated values (.csv) file format
 
Important Notes:
  1. If possible, send a minimum 3 different files: one for constituents, one (or as many as needed) transaction file(s) for patients, and one transactional giving file. These files should be in either tab delimited format (.txt) or comma separated (.csv).
  2. If there are gifts that are not made to the hospital fund (for example, university gifts), include a field we can use to identify gifts that should be excluded.
 
   
Fields to include in your data files:  (Items in bold are required, all others are optional but recommended)
Constituent Layout:
Import ID (Unique record ID)
Title 1 (Name Prefix)
First Name
Middle Initial or Middle Name
Last Name
Name Suffix
Date of Birth (MM/DD/YYYY or YYYYDDMM)
Age
Gender
Marital Status
Spouse Record ID (If available)
Spouse Title (name prefix)
Spouse First Name
Spouse Middle Initial or Middle Name
Spouse Last Name
Spouse Suffix
1st line of prospect's HOME address (record cannot be processed without home address)
2nd line of prospect's HOME address (if a second address line exists)
City
State Abbreviation/Province
Zip Code/Postal Code
HOME Phone Number
HOME Phone Type
 
   
 
Gift Layout:
Import ID (Unique record ID)
Gift Date
Gift Amount
Fund
Gift Description
Any other gift fields that may be necessary; these fields will vary by database type
 
 
 
 
 
    
 
 
Patient Layout:
Import ID (Unique record ID)
Title 1 (Name Prefix)
First Name
Middle Initial or Middle Name
Last Name
Name Suffix
Date of Birth (MM/DD/YYYY or YYYYDDMM)
Age
Gender
Admit Date
Discharge Date
Visit Type
Physician
Service/Area of care
1st line of patient’s HOME address (record cannot be processed without home address)
2nd line of patient’s HOME address (if a second address line exists)
City
State Abbreviation/Province
Zip Code/Postal Code
HOME Phone Number
HOME Phone Type