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UNC Health Foundation Help Desk
UNC Health Foundation Help Desk
Please fill out this form to request help.
Name
*
Apple, Katelyn
Baranowski, Allison
Batts, Becky
Baucom, Martin
Birdsong, Laurie
Brancato, Nicole
Carter, Cindy
Clark, Anna Lee
Copsey, Chris
Cribb, Lakeisha
Darley, Linda
Dawson, Todd
Entwistle, Mary Elizabeth
Erskine, Mary
Ervin, Susan
Felton, Felicia D.
Gall, Holli
Gilliam, Tina
Gisser, Jodie
Gopakumar, Lakshmi
Gunn, Zannie
Hayden, Alexandra
Horne, Claire
Howe, Katie
Hundley, Bobby
Hunter, Kathryn
Jenkins, Burt
Johnson, Reid
Jordfald, Eli
Kalnen, Chesley
Kimmel, Dillon
Lee, Jinhee
Leggette, Jon
Lisenby, Taylor
Luchenbill, Rebecca
Lyon, Keela
Manning, Lucy
Mitalas, Andrew
Mitchell, Aime
Nelson-Bernier, Leslie
Poindexter, Elizabeth
Purcell, Liza
Ratliff, Mary Catherine
Raynor, Kara
Rice, Mary Brooks
Robinette, Jodi
Ross, Beverly
Schaller, Bill
Shibley, Abby
Shoaf, Cameron
Simmons, Jeanine
South, Samantha
Sowders, Tom
Spence, Ciara
Tompkins, Ellen
Valley, Kathy
Veazey, Claire
Wagner, Lee
Whisenant, Bill
Zimmerman, Taylor
Zoller, Allison
Request to be added to UNC Health Foundation help desk.
Email
*
Is this request for:
*
AH-DCU
Children's
LCCC
Medical Education
I need help with: (select 1)
*
Mass communication to constituents (donors, alumni, faculty/staff, etc.)
Web page (giving links, unchealthfoundation.org, tribute pages)
Marketing and Communications Support
Event Support
Financial Request
Fund Requests
Operational Issue(s)
Branded Item Request
Query/Data from Davie
Grateful Patient Data
LCCC Marketing and Communications Support
Are you asking folks for money?
*
Yes
No
What is the purpose of this solicitation?
What channel(s) will you send this communication through?
*
Mail
Email
Both
Unsure
Check all boxes you need help with:
Content & Design (Creating/Editing/Proofing)
Giving Web Page/URL
Address/Email/Phone "OK to contact" List(s)
Printing (Mail Only)
Sending/Shipping (Mail and/or Email)
Please upload the file(s) you are currently working from (if text only, upload a Word document or write in box below). Please upload images/signatures as well if you have them.
Upload File(s):
Drop files here or
Select files
Max. file size: 100 MB.
Please provide details. Tell us your vision and how we can help make it happen!
What designation(s) are you raising money for? 6 digit: ex: 345818
Do you want to list other funds as options as well (though only one option can be "trending"?
Would you like a pre-set giving amount (donors can change)?
Yes
No
Enter Amount
Is this giving URL going to include a tribute?
Yes
No
Tribute Name
Tribute Acknowledgee
Is this tribute set up in Davie yet?
Yes
No
Exact Name:
Would you like a short URL (like unchealthfoundation.org/survey)?
Yes
No
What would you like your short URL to be? unchealthfoundation.org/______________
What are the criteria for who you wish to send (can be finalized later)?
i.e. individual and organization donors of $100, one-time, to 345818, from FY16-present who reside in NC
Do you have an estimated count/number in mind for how many you wish to send?
Yes
No
How many?
What additional output will you need to see with this list?
i.e. some folks like to see mailing addresses with phone numbers for follow up.
What is your printing budget?
Do you plan to print this "in-house" or pay a vendor?
In-House
Pay a vendor
If you have a vendor in mind, please list them here.
For email pieces, do you need us to send through BBIS?
Yes
No
Please provide: Subject, Target Send Date, From Name, From Email, Reply Email
Please upload email content (HTML is best, otherwise text and images will work).
Upload File(s):
Drop files here or
Select files
Max. file size: 100 MB.
For mail pieces, do you plan to send this through a vendor or "in-house"?
Vendor
In-house
If you have a vendor in mind, please list them here.
Do you want help getting a shipping quote from a vendor?
Yes
No
What is your shipping budget?
What is your target drop date for this mail piece?
Select all items you would like assistance with:
*
Tribute Giving
Giving URL
Web Page on unchealthfoundation.org
Crowdfunding Page
Other
Designation #
Tributee
Acknowledgee
Is tribute set up in Davie?
Yes
No
Exact Name:
Upload File(s) (i.e. Obituary and Images)
Drop files here or
Select files
Max. file size: 100 MB.
Designation #(s)
What would you like the pre-set giving amount to be (donors can change)?
Do you need tribute information?
Yes
No
Designation #
Tributee
Acknowledgee
Is tribute set up in Davie?
Yes
No
Exact Name:
Upload File(s) (i.e. Obituary and Images)
Drop files here or
Select files
Max. file size: 100 MB.
What would you like your short URL to be? unchealthfoundation.org/____________
What is your vision for this web page?
Please upload what content and images you would like to appear on this page.
Drop files here or
Select files
Max. file size: 100 MB.
Fundraising Goal
Designation/Fund (6 digits Lookup ID #)
Suggested Giving Amounts
Contact Name/Email/Phone for who will manage the campaign in Classy
Content
Upload File(s)
Drop files here or
Select files
Max. file size: 100 MB.
Please describe your vision and upload any necessary files.
Upload File(s):
Drop files here or
Select files
Max. file size: 100 MB.
What is the purpose of this communication?
Proposal
News Story
Informational Piece/One Pager/Brochure
Special Announcement
Graphic Design
What is your estimated deadline for this project?
*
MM slash DD slash YYYY
What is the intended proposal size?
Less than $1 Million
$1 Million+
What department/school/unit is this proposal supporting?
What is the expected ask date?
MM slash DD slash YYYY
How will the final proposal be presented?
Printed Hard Copy
Emailed PDF
Both
Other
Other:
What is the ask amount?
How will the gift be used?
Is the ask:
Endowed
Expendable
Combination
Is the gift a pledge?
Yes
No
Who is the prospective donor?
Please provide the name(s) of the prospective donor and his/her associated PID number.
Does a naming opportunity exist?
Yes
No
What will this gift support? Why is it needed?
What connects the prospective donor to this gift?
Affiliation with degree
Affiliation with career
Grateful patient
Chance to honor someone
Interest in area needing support
Other
Other:
Has the prospective donor made any past gifts that indicate affinity for this one?
Yes
No
What was the gift(s)?
Who does the donor have a relationship with in your area(s)?
Are there any landmines with this donor?
Yes
No
What are they? Are there topics or language that we should avoid?
Do impact examples of similar gifts exist?
Yes
No
Please provide these examples, including links to any online information.
Examples: a student who has benefited from a scholarship, a faculty member who has benefited from a professorship, patients who have benefited from care, etc.
To the best of your knowledge, what motivates the prospective donor?
Is the donor interested in: Advancing his or her vision to make a difference? Bettering the UNC community? Repaying the University for his/her experience here? Creating a family legacy through philanthropy? It could be a combination of all of these.
Do we need specific photography for this proposal?
Yes
No
Please upload any related documents/files here, including preferred images:
Drop files here or
Select files
Max. file size: 100 MB.
Select all boxes you need help with:
New Fund Request
Historic Fund Authority Request
What type of financial request do you need assistance with?
Financial Fund Report
Financial Budget Report
Updated Balance/Value
Accounts Payable Inquiry
Other
Fund Title
Department Number
Aging and Health Center - 428401
Alcohol Studies Center - 428801
Allergy and Immunology (Medicine) - 411451
Allied Health - CLDS - 405502
Allied Health - CLS - 405505
Allied Health - OT - 405508
Allied Health - PA - 405509
Allied Health - PT - 405507
Allied Health - Rad Sci - 405504
Allied Health - RCP - 405506
Allied Health - SPHS - 405503
Allied Health - SS - 405510
Allied Health Sciences - 405501
Anesthesiology - 413601
Biochemistry and Biophysics - 423001
Biomedical Engineering - 424601
Biomedical Research Imaging Center - 426001
Cardiology (Medicine) - 411405
Cell Biology and Physiology - 422001
Center of Excellence in Community Mental Health - 412210
Cystic Fibrosis/Pulmonary Research Center - 426401
Dermatology - 412601
Developmental Disabilities Institute - 429401
Diabetes Center for Excellence - 427201
Emergency Medicine - 411201
Endocrinology (Medicine) - 411410
Family Medicine - 411601
Gastroenterology (Medicine) - 411420
Gastrointestinal Biology and Disease Center - 429001
Gene Therapy Center - 428001
Genetics - 423501
Genetics (Medicine) - 411406
GeneticsCurriculGenomeSciences - 423502
Genome Sciences - 426201
Geriatric Medicine (Medicine) - 411440
Global Health and Infectious Diseases Center - 427801
Hematology (Medicine) - 411490
Infectious Diseases (Medicine) - 411460
Internal Medicine (Medicine) - 411430
Kidney Center - 427601
Lineberger Comprehensive Cancer Center - 426807
Maternal and Infant Health Center - 425401
McAllister Heart Institute - 427001
Med Ed-International Activities - 420214
Med Ed-Academy of Educators - 420207
Med Ed-Admissions - 420205
Med Ed-HCAP Curriculum - 420212
Med Ed-MD Teaching - 420210
Med Ed-MD/PHD - 420213
Med Ed-Office Special Programs - 420206
Med Ed- Student Affairs - 420204
Medical Alumni Affairs - 420105
Medical Education - 420201
Medical Faculty Affairs - 420111
Medical Foundation - 420150
Medicine (Department of) - 411401
Microbiology and Immunology - 422501
Molecular Biology - 428201
Nephrology (Medicine) - 411470
Neurology - 411801
Neuroscience Center - 428601
Neurosurgery - 414201
Obstetrics Gynecology - 412401
Oncology (Medicine) - 411491
Ophthalmology - 413201
Orthopedics - 414600
Otolaryngology (ENT) - 414401
Pathology Lab Med - 413801
Pediatrics - 412001
Pharmacology - 424001
Physical Medicine & Rehabilitation - 413401
Psychiatry - 412201
Pulmonary (Medicine) - 411480
Radiation Oncology - 413001
Radiology - 412801
Rheumatology (Medicine) - 411450
School of Medicine - Dean's Office - 402101
Social Medicine - 424901
Surgery - 414001
TEACCH - 427401
Thurston Arthritis Research Center - 429201
Toxicology Curriculum - 429601
TraCS Institute - 429801
UNC HealthCare/Hospice - 420150
Urology - 414101
Womens Health Research Center - 425201
Other
Other:
Site
Medical Foundation - 34
LCCC - 37
Fund Type
Capital - Loan Funds
Capital - Property, Buildings & Equipment
Current - Academic Divisions
Current - Curriculum Development Funds
Current - Faculty/Staff Support
Current - Graduate Support
Current - Library
Current - Merit Scholarships
Current - Need-based Scholarships
Current - Operations & Maintenance of Physical Plant
Current - Other Restricted Purposes
Current - Professorships
Current - Public Service & Extension
Current - Research
Current - Student Life
Current - Unrestricted
Endowment - Academic Divisions
Endowment - Curriculum Development Funds
Endowment - Faculty/Staff Support
Endowment - Graduate Support
Endowment - Library
Endowment - Merit Scholarships
Endowment - Need-based Scholarships
Endowment - Operations & Maint of Physical Plant
Endowment - Other Restricted Purposes
Endowment - Professorship
Endowment - Quasi-Endowment
Endowment - Research
Endowment - Unrestricted
Unit Priority
1 - Research
2 - Patient Care
3 - Advocacy and Outreach
4 - Education
5 - Faculty Support
6 - Greatest Need
Campaign Pillar
1 - Students & the Education Experience
2 - Faculty & Scholarship
3 - Innovation & Impact
Primary Campaign Priority
1A - Access, recruitment, and retention.
1B - Teaching and experiential learning.
1C - Campus infrastructure for student access.
1D - Other priority.
2A - Recruit and retain world-class faculty.
2B - Research portfolio with global reach.
2C - Campus infrastructure for faculty success.
2D - 21st century professor of practice program.
2E - Other priority.
3A - Position as a preeminent translational research university.
3B - Culture of entrepreneurship with commercial promise or social impact.
3C - Campus infrastructure for innovation and multi-disciplinary solutions.
3D - Innovative arts programming.
3E - Other priority
Please provide a description of the needed information, including source numbers, invoice number and criteria:
What is your issue related to/about?
Facilities - use this type of request when you need assistance with an issue related to the building (i.e. items from the office, broken outlets, furniture malfunctions, key/fob issues, etc.)
Technical - use this type of request when you need assistance regarding your laptop/monitor/phone/other physical technology OR email, shared drive mapping etc. (software issues).
Phone Number
Describe your issue:
*
What is your office #?
*
Please provide any pertinent information or screenshots of error messages.
Max. file size: 100 MB.
Describe your request for branded items (new or existing):
How many items do you need?
How many types of items are you requesting?
What item(s) do you need?
How many do you need of each item?
What is/are the purpose of this/these item(s)?
How will the query be used?
Marketing Effort (solicitation with expected ROI)
General Correspondence (Communication without solicitation, i.e., newsletters or Holiday cards)
Event Invitation List
Gift Report (list of all donors/amounts to fund/dept)
List of Alumni/Prospects
Reporting to Department
Other
Other:
Please go back to select "I need help with" and select "Mass communication to constituents" and then select "Yes" to asking for money and complete your ticket from there.
Please go back to select "I need help with" and select "Mass communication to constituents" and then select "No" to asking for money and complete your ticket from there.
Please go back to "Event Support" and the questions "Select all of the items that you need assistance with" and choose "pulling an invite list"
What department are you reporting to?
If you have a list of funds for this department, please upload them here.
Drop files here or
Select files
Max. file size: 100 MB.
Or list out your designations here, if applicable.
Who should be included?
Alumni
Donors
Students
Organizations
All the above
Other
Other:
Which Department/Division/Class Years should be included?
Is this query based on location (county, city, state, zip, region, etc.)?
Note: If you include a city or county in the criteria, we also need to know which state it is in.
Yes
No
Please provide the specifics:
Will gifts be part of the criteria?
Yes
No
What are the Site, Department, and/or Designation number(s) to be included?
What is the date range for the transactions you want included?
Current Fiscal Year
Lifetime
Other
Other:
Should deceased be excluded?
Yes
No
Should inactive be excluded?
Yes
No
Any additional exclusions (i.e., organizations/individuals)?
What would you like to see in the output?
Is there a specific export that you would like this run through? If not, some helpful fields include class year, residency, alumni, spouse name, address, etc.
Please upload any files or documents to assist us with the completion of this query.
Max. file size: 100 MB.
PeopleSoft Number
Please provide a summary of your expected results:
When would you like to have this completed?:
*
*No sooner than 2 business days*
MM slash DD slash YYYY
When would you like to have this completed?:
*
*No sooner than 5-7 business days*
MM slash DD slash YYYY
What is your email target send date?:
*
*no sooner than 3 weeks*
MM slash DD slash YYYY
What is your mail target send date?:
*
*no sooner than 1 month*
MM slash DD slash YYYY
When would you like this fund established?:
*
*no sooner than 1 month*
MM slash DD slash YYYY
Will your event be virtual, in-person, or hybrid?
*
Virtual
In-Person
Hybrid
I need help in organizing the following event:
*
Fundraiser
Grateful Patient Focused
Principle Gift Focused
Professorship
Scholarship Focused
Stewardship
Other
Other:
Name of Event:
*
Is this a single or multi-day event?
*
Single Day
Multiple Days
Event Date:
MM slash DD slash YYYY
Event Start & End Date
Is your date flexible?
Yes
No
Time of event:
Event Description:
*
*Speakers, programming, food involved, etc.*
What are the goals of the event?
*
Is this similar to a past event? If so, which event?
How will you measure success of this event? (Ex. Gifts, number of attendees/new prospects, etc.)
*
What is your budget for this event?
*
Budget Source:
*
Has the location been booked?
Yes
No
Preference for Location:
Location:
Estimated # of Attendees:
*
Who is the target audience?
*
(alumni, donors, students, faculty, etc.)
Select all of the items that you need assistance with:
*
Pulling an invite list
Designing and Sending Save the Date/Invitation
Track RSVP's
Creating a Registration Page
Full event planning
Other
When are you available for a kick-off call/meeting?
Is your event in Davie or on the DevNet? (Check all that apply)
*
Yes, it's in Davie
Yes, it's on the DevNet
No, I need your help adding
Do you need a GP Physician List?
Yes
No
Please provide Physician Name, Range of Service Dates, IP/OP or Both, BlackBaud Wealth Ratings, and GP folder the completed request should be added to.
Please provide a detailed description of what data you would like to receive.
Are you collecting revenue from attendees at the event and/or during the event? (Ex. Are you charging guests to attend the event and/or will you be selling anything? This does not include donations.)
*
Yes
No
Designation for Gift and Fee portion:
*
Please include the value of goods/services received. If easier, you may attach a copy of your registration form showing options and sponsorship levels.
*
File(s)
Drop files here or
Select files
Max. file size: 100 MB.
How are you hoping to follow-up with registrants/invitees after the event?
*
Please provide an outline of your project.
What is the purpose of this communication?
*
Proposal
News Story
Informational Piece/One Pager/Brochure
Special Announcement
Graphic Design
Video
Social Media Promotion
Website Creation or Update
What is your targeted audience? Please describe. (single donor, group of donors, corporations,etc.)
*
What are your metrics of success for this project?
*
Level of Priority
*
Low
Medium
High
What is your estimated deadline for this project?
*
MM slash DD slash YYYY
Please describe any deadline considerations.
*
File
Max. file size: 100 MB.
Please upload any files, documents, and images (including signatures) to assist us in the completion of this project.
Drop files here or
Select files
Max. file size: 100 MB.
Is there anything else you would like to share?
Hidden
Assigned to:
*
Abby
Aime
Alex
Allison
Andrew
Bill
Bobby
Chris
Cindy
Claire
Ellen
Felicia
Katelyn
Kathy
Katie
Lakshmi
Linda
Lucy
Mary
Rebecca
Samantha
Tina
Taylor Z.
Hidden
Request status:
*
New
In Progress
Hold
Complete
Cancelled
Hidden
Date completed:
*
MM slash DD slash YYYY
Hidden
Administrator notes:
*
Δ