Spreadsheet

Sheet 1: Donation

Wish
auto discount for sales	time period	12 month period
Donor general info extracts from person data
Contribution		Date recvd	amt given	classified to…	Thank you sent	Donor call	Tickler	Timed output
							Feedback
		Source:led to donating	committment/time period	Amt pledged				Resource: exp. Are they willing to sponsor a donor event or training. willing to organize, raise funds and/or awareness
		restricted fund request
							association interests
Form letters
pledge form
donation form
thank you letter-one time
annual thank you letter

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Sheet 2: Person

Name

Title

Given

Secondary

Family

Suffix

Company

Previous address

Street

Bldg

Street

street2

flat/apt/ste

City/town

State/Prov

Postal code

Country

phone

home

office

mobile

alt phone

fax

E-mail

1

2

IM (categories)

Skype

MSN

Yahoo

other

IM ID

Relative(if in DB)

Spouse

Mother

Father

Brother

Sister

Associate

Rel Name in DB

gender

Language(s)

http://www.123world.com/languages/

Affliation

name

service

web address

Emergency

Dietary

meat pref

dairy

wheat

eggs

other

allergies

Special needs

Medical

insurance

policy #

doctor name

doctor state/country

doctor contact

condition

CNVC affliation

IIT Part

SS Part

Proj Coor

Organ

Donor

Staff

Volunteer

GCC Mem

Board Mem

Vendor

Fondation

Ponential Donor

Apr Cert Cand

CNVC Trainer

customer

iit

other training

Source of contact

date initiated

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Sheet 3: Travel

<TR> <TD WIDTH=90 HEIGHT=17 ALIGN=LEFT>credit card </TD> <TD WIDTH=65 ALIGN=LEFT>number</TD> <TD WIDTH=65 ALIGN=LEFT>exp date</TD> <TD WIDTH=65 ALIGN=LEFT>auth number</TD> <TD WIDTH=65 ALIGN=LEFT>name as on card</TD>

<TD WIDTH=65 ALIGN=LEFT>card type</TD> <TD WIDTH=65 ALIGN=LEFT>
</TD> <TD WIDTH=65 ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>Flight</TD> <TD ALIGN=LEFT>airline</TD>

<TD ALIGN=LEFT>travel depart</TD> <TD ALIGN=LEFT>seating</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>flight number</TD> <TD ALIGN=LEFT>arrival</TD> <TD ALIGN=LEFT>class</TD>

</TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>Window</TD> <TD ALIGN=LEFT>aisle</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>frequent Flyer</TD>

<TD ALIGN=LEFT>airline</TD> <TD ALIGN=LEFT>id number</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR>

<TR> <TD HEIGHT=17 ALIGN=LEFT>air club</TD> <TD ALIGN=LEFT>airline</TD> <TD ALIGN=LEFT>club name </TD> <TD ALIGN=LEFT>id number</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>car rental</TD> <TD ALIGN=LEFT>company</TD> <TD ALIGN=LEFT>card number</TD>

<TD ALIGN=LEFT>special requests</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>Hotel</TD>

<TD ALIGN=LEFT>hotel name</TD> <TD ALIGN=LEFT>card number</TD> <TD ALIGN=LEFT>special requests</TD> <TD ALIGN=LEFT>smoking/non (Y/N)</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

</TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>passport</TD> <TD ALIGN=LEFT>country</TD> <TD ALIGN=LEFT>id number</TD> <TD ALIGN=LEFT>date issue</TD> <TD ALIGN=LEFT>exp date</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>date of birth</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>citizenship</TD>

<TD ALIGN=LEFT>res status</TD> <TD ALIGN=LEFT>country</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR>

<TR> <TD HEIGHT=17 ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

</TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>Forms</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>navigant</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> </TABLE>

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Sheet 4: IIT

inquiry log
all comments
conversations
correspondence	link email
IIT master file
participant
person data
assignment #'s	?
accounting info
scholarship	parity rate	CT waiver	discount	requested amount	vs.given
room request	room assignment	substitute options
	roommate	single	preference
payment directions	payment type	intended payment date
donated	check box
venue module
room availability
cost
persons per room
room type
room management	special instances
forms
application	gen
scholarship	gen
bis	iit
enrollment form	iit
emergency	gen
trainers contract
organizer agreement
IIT staffing
org	payment option	commission
trainer	"	fee
translator	"	fee	volunteer
waiting list
standby	temp	void	other
NOTES ALL
Tickler