My Recently Visited Services

Use this request only if one of the above requests doesn't match your needs.


Use this request to get contact information about an individual or organization.


Use this request when you need numbers such as the number of donors, amount raised, etc.


Use this service when you're not looking for a briefing, contact information, or capacity to give.


Provides a method for CFR to give Gifts & Records details on corporate, foundation, and other organizational gifts.


Use this request to submit new or updated information for the Foundations donor and constituent database.


Use this service to request a list for mailing (email or USPS), internal review, or other ad hoc reporting.  If you need a new permanent report, dashboard, or view in Advance, use the "New or Updated Report, View, or Dashboard in Advance" request.

For this request, please read the information provided on request page.


Used by Foundation Gifts & Records to request more details on corporate, foundation, or other organizational gifts.


Use this to start the process of on-boarding a new or returning employee.


Use this request if you have an Excel importable file for us to load into Advance


Use this service to request a new or updated report in Advance. This report will be attached to the system.


Use this option to request the giving capacity of an individual, corporation, or public foundation.


Use this to request research on a corporation or public foundation in preparation for a visit.


Use this to request research on an individual in preparation for a visit.