solicitation request form - siu foundation · data will not be released until the solicitation...

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This form should be submitted a minimum of 15 working days prior to target solicitation date. Requestor: Department/College/Division: EMail Address: Work Phone: Type of Solicitation (Check applicable box): __ Direct Mail __ Telephone __ EMail __ Other ___________ __ Newsletter __ Website __ Event Name of Solicitation: _____________________________________________________________________________ A completed Information Request Form (IRF) is required for solicitations. The name of solicitation should be the same name used on the IRF Form. Please check one box: __ IRF already submitted __ IRF to be submitted You are encouraged to request data from us. Our staff maintains a database of accurate and current information. If you plan to use another data source, prior approval from the Foundation is required. If you are requesting an online giving page, please list the URL for this page: __________________________________ Data will not be released until the solicitation request has been approved. Target Audience: Target Solicitation Date: (Please allow a minimum of 5 7 business days from the date the completed materials have been submitted for your request to be reviewed and approved.) Funds to be deposited in Foundation Account Number: __________________ Account Title: ___________________________________________________ If a new Account is needed, attach a completed New Account / Account Change Form. A draft of the solicitation letter, flyer, return device, email, etc., should be attached to this form. If changes are needed to the solicitation pieces, the final copy is required before precoding numbers will be provided. Solicitation materials must include the following statement on the 6% supplemental fee: “SIU Carbondale and the SIU Foundation retain a small percent of all gifts to enhance philanthropicrelated initiatives. For our charitable disclosure information, please visit www.siuf.org.” If the donor will receive something in return, i.e., golf, lunch, dinner, premium, etc., complete and attach the appropriate form: Solicitation with Premium Form or Foundation Event Approval Form. Will there be a raffle, including 50/50 Drawings associated with this solicitation? Yes No (If yes, raffles within the city limits of Carbondale must complete the Carbondale Raffle License Approval Form and attach to this form.) For assistance with a form, solicitation letter, flyer, etc., please contact the Annual Giving Director (4534929), or Springfield Foundation Office 5452955. Referenced forms are available at www.siuf.org/foundationservices/forms/. Submit completed form to the Annual Giving Director, MC 6805. School of Medicine staff should submit completed form to Foundation Office, MC 9666. Mail returns to Gift & Bio Processing, MC 6836 (Carbondale) or Foundation Office, MC 9666 (Springfield). Department Chair/Director Signature:_______________________________________________ Constituent Development Officer’s Signature:____________________________________________________ Dean / Vice Chancellor / Unit Head Signature:______________________________________________________ Colyer Hall, Mail Code 6805, Carbondale, IL 62901 School of Medicine, Mail Code 9666, Springfield, IL 62794 Solicitation Request Form

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 This form should be submitted a minimum of 15 working days prior to target solicitation date. 

Requestor: 

Department/College/Division: 

E‐Mail Address:  Work Phone: 

Type of Solicitation 

(Check applicable box): 

                 __  Direct Mail            __  Telephone          __  E‐Mail           __  Other  ___________ 

                 __  Newsletter            __  Website              __  Event  

Name of Solicitation: _____________________________________________________________________________ 

A completed Information Request Form (IRF) is required for solicitations.  The name of solicitation should be the same name used on the IRF Form.  Please check one box:     __ IRF already submitted           __ IRF to be submitted 

You are encouraged to request data from us.  Our staff maintains a database of accurate and current information. 

If you plan to use another data source, prior approval from the Foundation is required. 

If you are requesting an online giving page, please list the URL for this page: __________________________________  Data will not be released until the solicitation request has been approved.  

 

Target Audience:  

Target Solicitation Date: 

(Please allow a minimum of 5 ‐ 7 business days from 

the date the completed materials have been submitted 

for your request to be reviewed and approved.)  

Funds to be deposited in Foundation Account Number: __________________  

Account  Title: ___________________________________________________ 

If a new Account is needed, attach a completed 

New Account / Account Change Form. 

A draft of the solicitation letter, flyer, return device, e‐mail, etc., should be attached to this form.  If changes are needed to the solicitation pieces, the final copy is required before pre‐coding numbers will be provided.  Solicitation materials must include the following statement on the 6% supplemental fee:  

 

“SIU Carbondale and the SIU Foundation retain a small percent of all gifts to enhance philanthropic‐related initiatives.  For our charitable disclosure information, please visit www.siuf.org.” 

If the donor will receive something in return, i.e., golf, lunch, dinner, premium, etc., complete and attach the appropriate form:  Solicitation with Premium Form or Foundation Event Approval Form.    

Will there be a raffle, including 50/50 Drawings associated with this solicitation?    Yes    No  (If yes, raffles within the city limits of Carbondale must complete the Carbondale Raffle License Approval Form and attach to this form.)   

For assistance with a form, solicitation letter, flyer, etc., please contact the Annual Giving Director (453‐4929), or Springfield Foundation Office 545‐2955.  Referenced forms are available at www.siuf.org/foundation‐services/forms/.  Submit completed form to the Annual Giving Director, MC 6805.  School of Medicine staff should submit completed form to Foundation Office, MC 9666.   

Mail returns to Gift & Bio Processing, MC 6836 (Carbondale) or Foundation Office, MC 9666 (Springfield).  

 

Department Chair/Director Signature:_______________________________________________  

Constituent Development Officer’s Signature:____________________________________________________ 

Dean / Vice Chancellor / Unit Head Signature:______________________________________________________ 

Colyer Hall, Mail Code 6805, Carbondale, IL 62901 School of Medicine, Mail Code 9666, Springfield, IL 62794

 

Solicitation Request Form