Survey - Greater Giving Upload Request - American Lung Association

Please use this survey to request the UPLOADS of your Greater Giving Special Event.

Completion of this survey will result in the automatic creation of a support ticket requesting your site build.

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Question - Required - Please check this box to confirm that your event in Greater Giving has ended, and that all final payments have been received.

Yes

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Question - Required - What is your name?

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Question - Required - What is your email address?

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Question - Required - What Charter are you associated with?

What 13 character Event Short Name would you like to use for the Batch Naming Convention?

Example: 366_GG_13 Up Ox Ball (Spaces are permitted.)

Please note: Transactions will be loaded into ROI as a locked batches based on the transaction dates. Reconciliation of daily deposits and entry into MIP should be based on Greater Giving reports.

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Question - Required - Event Shortname

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Question - Required - Was this event used as a Dinner Gala, Luncheon, or an Auction?

Dinner Gala

Luncheon

Auction

Other

Question - Not Required - If other, please specify:

If your event had any of the following revenue types, please provide the corresponding G/L code.

Question - Not Required - Auction

Question - Not Required - Corporate Registration

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Question - Required - Individual Registration

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Question - Required - Donations

Question - Not Required - Sponsorship

Question - Not Required - Purchases

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Question - Required - Please name the member of the national finance team that provided the source code and G/L information:

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Question - Required - What is the two-digit ROI Location Code?

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Question - Required - What is the ROI Location Name?

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Question - Required - What is the four-digit Project Code?

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Question - Required - What is the Fiscal Year for this item?

The G/L String must be entered in the following format:

GL - FUND - FIPS - BRANCH - PROJECT

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Question - Required - What is the GL Account String for Donations?

(Maximum response 255 chars, approx. 5 rows of text)

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Question - Required - What is the event name in Greater Giving?

(Maximum response 255 chars, approx. 5 rows of text)

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Question - Required - What was the Event Date?

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Question - Required - Would you like to omit any Cash and Check transactions from the upload of this event, because the data has already been entered into ROI?