UNC Health Foundation Help Desk - UNC Health Foundation

Please fill out this form to request help.
Name*
Request to be added to UNC Health Foundation help desk.
Email*
Is this request for:*
I need help with: (select 1)*
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

Max. file size: 98 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)?
Enter Amount
Is this giving URL going to include a tribute?
Tribute Name
Tribute Acknowledgee
Is this tribute set up in Davie yet?
Exact Name:
Would you like a short URL (like unchealthfoundation.org/survey)?
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?
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?
If you have a vendor in mind, please list them here.
For email pieces, do you need us to send through BBIS?
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

Max. file size: 98 MB.
For mail pieces, do you plan to send this through a vendor or "in-house"?
If you have a vendor in mind, please list them here.
Do you want help getting a shipping quote from a vendor?
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?
Exact Name:
Upload File(s) (i.e. Obituary and Images)
Drop files here or

Max. file size: 98 MB.
Designation #(s)
What would you like the pre-set giving amount to be (donors can change)?
Do you need tribute information?
Designation #
Tributee
Acknowledgee
Is tribute set up in Davie?
Exact Name:
Upload File(s) (i.e. Obituary and Images)
Drop files here or

Max. file size: 98 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

Max. file size: 98 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

Max. file size: 98 MB.
Please describe your vision and upload any necessary files.
Upload File(s):
Drop files here or

Max. file size: 98 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?
Other:
What is the ask amount?
How will the gift be used?
Is the ask:
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?
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

Max. file size: 98 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
Other:
Site
Fund Type
Unit Priority
Campaign Pillar
Primary Campaign 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: 98 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?
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

Max. file size: 98 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: 98 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
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.
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: 98 MB.
Event Name*
Event Date*
MM slash DD slash YYYY
Will your event be in-person, virtual or hybrid?*
- In-Person
- Virtual
- Hybrid
Do you need help with Zoom?*
Select all of the items you need assistance with:*
- Full Event Planning
- Pulling an invite list
- Designing and Sending Save the Date
- Designing and Sending Invite
- Designing and Sending Event Follow-Up Content
- Creating a Registration Page (In-Person Only)
- Creating a Zoom Registration
- Other
Other:*
What date would you like to have the invite list?*
*Need at least 3 business days to process list per Davie requirements*
MM slash DD slash YYYY
Please outline the criteria for pulling the list. Include all relevant site, department, alumni groups, Grateful Patient critera and/or designation number(s).*
Should organizations be included on the invite list?*
Any specific exclusions? (If you have specific PIDs that should be excluded, please include those here.)
What is the targeted Save the Date send date?*
*Need at least 3 business days to process list per Davie requirements*
MM slash DD slash YYYY
What is the targeted Invite send date?*
*Need at least 3 business days to process list per Davie requirements*
MM slash DD slash YYYY
What is the targeted Follow-Up send date?*
MM slash DD slash YYYY
Description of 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:
Estimated # of Attendees
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.
Please upload any files, documents, and images (including signatures) to assist us in the completion of this project.
Drop files here or

Max. file size: 98 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
- Kerrenda
- Lakshmi
- Lucy
- Maddi
- Mary
- Rebecca
- Samantha
- Taylor Z.
- Tessa
- Tina
- Webb
Hidden
Request status:*
Hidden
Date completed:*
MM slash DD slash YYYY
Hidden
Administrator notes:*