Alumni & Development Data Request Form

Data Requestor Information

First Name

Last Name

Campus ID (optional)

UMBC Phone Number

College/Division

Other College/Division

Who receives the data, and when?

Recipient Name

Recipient Email

Simple requests usually take 10 business days to fulfill. However, due to staffing constraints, requests may take up to 15-20 business days or longer depending on the nature of the request. Requests made in advance result in better turn-around-times, options, and strategy help.

Date by which you need an estimated count (optional) Note: Requires 10 days notice

Date by which you need the alumni/donor data

If this request was previously made, please indicate request information below.

Previous Requestor Name (optional)

Previous Request Date (optional)

Data Type and Use

Data Type

What is your intended use for the data?

Please note that the data will be delivered to you as a one-time list in Excel (.xlsx) format

Does your communication involve a solicitation (do you plan to ask these people for gifts and/or non-gifts)?

Yes

Disclaimer: The USM Foundation requires pre-approval for all revenue-generating literature prior to mailings or events. See the USMF Web Policies Here:
http://www.usmf.org/usmf/admins-corporate-info/policiesprocedures/

Audience

As specifically as possible, please use the box below to describe what information you need:

Include the pool of records you want (e.g. alumni from or donors to a college, department, or degree program/s, etc.)
Include how you want those records pared down (e.g. only alumni with Maryland addresses; only donors who give to a specific department; etc.)
Include what you intend to do with the information* (e.g. send a newsletter to alumni; thank donors and ask them to continue their support; etc.)
Requests for alumni data must include details on degrees, graduation years, and majors (complete with UMBC major codes)

* A copy of all communications pieces must be received prior to the release of alumni/donor information.

You may also choose to eliminate certain types of records from your data list.

Please note: Entities who are coded as deceased, lost, and "do not contact ever" will always be excluded for all mail, email, and phone requests. Additionally, based on the method of communication (email, mail, phone, etc.) all associated exclusionary "do not contact" codes will be applied.

Which people/records do you want to exclude?

International addresses

Non-degreed alumni ("ZDEGs"/former students with alumni affiliations)

Current UMBC students

Other (please explain)

Other Exclusion

Signature

By typing your name below, you indicate that you have read, understand, and are in agreement with the OIA data request policies.

Please Note: In addition to including your signature here, you MUST also print, sign, and return the OIA policies form, which will be included in your confirmation email. If the signed OIA policies form is not received, your data request will NOT be processed.

Requestor Signature

Has your department chair or director approved this request? Approval is required to process your request.

Yes

Please note: You must submit a signed policies form before we will process your request.

You can find the form here.

Please include this form in the "Attachment" field below or e-mail the completed form to advancementservices@umbc.edu to ensure your request is processed in a timely manner.

Notes/Comments (optional)

Attachment: (optional)

Maximum total upload size is 8 MB. Warning: Sending documents with highly sensitive information, ie. social security numbers, is not recommended.