Create a .csv, .txt or Excel file that contains the following fields:

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