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Request Lists/Reports


Constituent Data,
Engaging Supporters
| 5 minutes to read
Last Updated: 11-06-2023

Summary

4WARD (Wisconsin Advancement Resource Database) is WFAA’s database of record for advancement activity in support of UW-Madison. We maintain the data, and that data is leveraged in communication lists and reporting that may be used for advancement efforts on behalf of UW-Madison, which you are welcome to request using this form. Information provided in response to requests may only be used for legitimate WFAA or UW-Madison business and may not be provided to third parties without WFAA approval.

IMPORTANT: The ad hoc report turnaround time will be 20-business days. Please plan to submit your report requests with ample lead time so that we can accommodate your deadlines.

Key Takeaways

Such information is confidential and may only be used in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.


Note: If you are wanting to update many 4WARD records at a time (a past use of this form – sometimes referred to as “reverse lists requests”), you may submit your request to WFAA via our update 4WARD form.

Note: If any WFAA Marketing, Event, and/or Registration team assistance is needed, please submit a Project, Event, and/or Registration Request .


Some notes about the timing of our response

  • IMPORTANT: The ad hoc report turnaround time will be 20-business days. Please plan to submit your report requests with ample lead time so that we can accommodate your deadlines.
  • We work requests submitted to our queue on a first-in, first-out basis and in accordance with the ticket due date.
  • We strive to complete requests within a 20-business day turnaround time, but please give us as much lead time as you can by submitting your request as early as possible (even if your due date is several weeks in the future).
  • Some requests may take longer, depending on the complexity of your request or the volume of requests in our queue, but we will work with you to provide the information you need as soon as possible.

Submit Your Request

  • Emails added here will be included on communications regarding this request. Please use a comma to separate multiple email addresses.
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  • This will appear in your help ticket/email subject line and can be used to find this specific request in the future.
  • (maximum 5000 characters)
  • (maximum 5000 characters)
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  • A 4WARD Campaign is used to track communications to constituents and to report on any gifts raised through these communications – even for communications that aren’t primarily a solicitation. These Campaigns follow a naming convention of Unit_Year_CampaignName. Your selections below will allow us to build your Campaign in 4WARD.
  • Please summarize the communication sent to these constituents in brief detail.
    (maximum 500 characters)
  • Give your campaign a short, descriptive name.
    (maximum 50 characters)
  • When did (or will) your communication with constituents start for your campaign?
  • (check all that apply)
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  • (Check all that apply)
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  • (Check only one)
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  • IMPORTANT: Ad hoc report turnaround time is 20-business days. Please plan to submit your report requests with ample lead time so that we can accommodate your deadlines.

  • Please plan to submit your report requests with ample lead time so that we can accommodate your deadlines. We strive to complete requests with a 20-business day turnaround, but more advance notice is greatly appreciated.
  • This is the date we will tag the constituents’ records in 4WARD as having been sent the communication.
  • Let us know in general terms what you are trying to accomplish.
    (maximum 5000 characters)
  • You can see an outline of our standard output types and the fields available to you by downloading this spreadsheet.
    Output TypeDetails
    StandardName, addressee, salutation, mailing address, email address, phone number
    DemographicsGender, ethnicity, date of birth, household gift capacity rating
    DegreesClass year, School/College, Degree Type, Department, Major
    JobCurrent Employer and Current Job Title
    Current AffiliationsAll affiliations
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  • ie. date of birth, school/college, gift amount
    (maximum 5000 characters)
  • (maximum 5000 characters)
  • How many people are you looking to have on your list?
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  • Example: If you are requesting a list of Political Science alumni, Joe Smith is an alum of Political Science and his spouse is not, by selecting Yes his spouse will be included the list.
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  • If household, then both individuals will be consolidated on one line.
    If individual, then both individual/spouse will be on 2 separate lines (with information duplicated)
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  • By submitting your request, you agree to the terms of use: I am an employee of the University of Wisconsin-Madison or Wisconsin Foundation and Alumni Association and agree that the data requested will be used only for the purpose(s) described below and that the data will not be given, sold, or otherwise made available to any third party. All lists are intended for one-time use only.