Required fields:
- Record ID
- First Name
- Last Name
- Suffix
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home Zip Code
Suggested fields:
- Middle Initial (Primary)
- Title (Primary)
- Phone
- Email Address
- Business Name
- Business Title (Position)
- Business Address 1
- Business Address 2
- Business Address 3
- Business City
- Business State
- Business Zip Code
- Spouse Record ID
- Spouse Title
- Spouse First Name
- Spouse Middle Name
- Spouse Last Name
- Spouse Suffix
- Spouse Maiden Name
Not required but additional fields to include if populated:
- Age
- Date of Birth
- Gender
- Marital Status
- Date Added to Database
- School Name
- Class Year
- Major
- Degree
- School 2
- Class Year 2
- Major 2
- Degree 2
- School 3
- Class Year 3
- Major 3
- Degree 3
- Constituent Code (up to 5)
- First Gift Amount
- First Gift Date
- First Gift Designation
- Last Gift Amount
- Last Gift Date
- Last Gift Designation
- Largest Gift Amount
- Largest Gift Date
- Largest Gift Designation
- Total Lifetime Giving
- Total Number of Gifts
- Prospect Manager First Name - Only for NON-RE clients
- Prospect Manager Last Name - Only for NON-RE clients