Forms and Templates

FORMS

• Gift Agreement Request Form
• Benefit/Event Appeal Request Form
• Online Event Registration Request
• Designation Request Form – The Designation Request Form has been moved to the Fundraising functional area within Davie.
• Marketing Appeal Request Form – The Marketing Appeal Request Form has been moved to the Marketing and Communications functional area within Davie.

• Pledge Form
• Intent Form
• Gift Transmittal Form
• Gift Transmittal (with Benefits) Form
• Pledge Transmittal Form
• Bill Paid on Behalf Form
• Gift in Kind Form

• Query Request Form to request a new query from the Davie Helpdesk

BATCH TEMPLATES

Files for importing or updating records in batch should only be done when there are 10 or more records. For fewer than 10, changes should be entered manually or submitted individually using the appropriate change request forms in Davie.

A brief description about the purpose of each batch template is provided. A sample row of data is included for your benefit and should be removed before submitting for upload. Some columns in the templates have comments, which provide additional details about the values to be entered.

Completed files should be submitted to Davie Support (via Request Help link), as well as any questions about how to complete a template.

• Awards and Involvements Batch Import Template – Add or update Awards and Involvements to capture alumni and constituent affiliations/involvements with UNC. Additional information about Awards and Involvements, as well as information on special code mapping, is available here.
• Committee Member Batch Update Template – Add or update committee members.
• Committee Role Batch Update Template – Add or update roles on existing committee members.
• Constituent Create Batch Import Template – Creates new constituent records. Before submitting a completed file, each record should be searched for in Davie to ensure it does not already exist. For large projects or users that are unfamiliar with importing constituents, reach out to your site BA before working on a file for import. Additional information about constituent batch import is available here.
• Constituent Notes Batch Import Template – Creates new notes on constituent records.
• Educational Involvement Batch Import Template – Creates new educational involvements on constituent records.
• Educational Involvement with Career Experience Batch Import Template – Only for educational involvements where the type is “Educational Career Experience” or “Student Employment.” Allows for association to Supervisor/Mentor, Organization, and Faculty records.
• Event Registrant Attendance Status Batch Update Template – Updates the attendance status for event registrants. Records must already be registered for the event but have no attendance status.
• Event Registrant Batch Import Template – Registers constituents for an event and updates their attendance status. Constituents must not be registered for the event.
• Fundraising Purpose Recipient Batch Import Template – Identifies constituents as receiving funds from a designation/fundraising purpose for a specific year. Most often used for scholarships, it can also be used for any fundraising purpose recipient type (fellowship, professorship, study abroad, etc.). Additional information about Fundraising Purpose Recipients is available here.
• Interaction Batch Import Template – Creates new interactions on constituent records. Imported interactions cannot be linked as plan steps.
• Special Code Add or Delete Batch Import Template – Adds or deletes special codes from constituent records.
• Tokens Batch Import Template – Creates new tokens on constituent records. Additional information about tokens is available here.