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Date
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7/152010 1I:41 AM
7/913)19 3:16PM
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191.2015 12 55 PM
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1/7/2015 226PM
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INT 000009
EFTA00102710
• CiOSP Window
• Pr dt Tits Page
• Expand Ail Collapse All
C.O.U.Q. Foundation, Inc $17000.00 Single Donation 04/09/2003
Donation Name
Account Name
Donor
Donation Owner
Amount
Benefit Value
Tax•Deducdble Amount
Close Date
Stage
Primary Campaign Source
Segment Code
Canadian Amount
Canadian Exchange Rate
Donor Primary Classification
Gift Category (for The
Campaign)
Hard Credit Velocity Score
Soft Credit Velocity Score
Merchant Account formula
Description
C.0.U.O. Foundation. Inc 517000.00 Single
Donation 04/09/2003
C.0.U.O. Foundation. Inc
C.0.U.O. Foundation. Inc
ICA-Automation
517.000.00
50.00
517.000.00
4/912003
Received
2002-2003 Annual Fund
2.0
2.0
Acknowledgment! Receipt Status
Enhanced Acknowledgment
Type
Enhanced Letter Status
Acknowledged
Acknowledged Date
Account Billing Address
Billing Address Update
Designations
Fund Group ICA Amount
Fund Group IPR Amount
Fund Group Other Amount
Write-In Designation
Designation Summary
4) VP/IPR - NonTrustee 5k-25k - ICA
Acknowledged
11/17/2010
New York NY 10022-6843 US
$0.00
$0.00
517.000.00
Music Tours (517.000.00)
Donation Record Type
Type
Transaction Type
Probability (96)
Batch
Transmittal Type
Festival Sponsorship
Record ID
Externalld
Online Gift
User Confirmation Code
Settlement Batch
First Event Date
I have included Interlochen
in my will
Send MA estate planning
information
"Current Trustee" gift
Soft Credit donor names)
Receipt Type formula
Receipted
Receipt Date
Receipt Amount
Billing Street
Billing City
Billing State
Billing Postal Code
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Single Donation
Organization Gift
Donation
100%
Cash
DON-296651
1001182974
Org Gift-ICA
Not Receipted
CONFIDENTIAL
INT 000010
EFTA00102711
.1\
Total Donation Amount: 517,000
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Search Designations
[ DESIGNATIONS
Total Amount
K 130351 Music Tours
17000.00
517,000
1000000 Box Office Tic
Designated
000001 Chocolate Dri
517,000
000004 ICCA Registra
Undesignated
$0
[ 1000006 Alumni Event:
Gift has been posted (designations read-only unless reversed).
Recognition Preferences
On-Air Recognition
Matt as Anonymous
Read on Air
Recognition
IPR Station
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Donor Recognition formula
The C.O.U.O. Foundation. Inc
IPR Region
Outside Listening area
Donor Recognition CLO
Previous Donor Profile Info
CLO
IPR First Gin
Additional Comments
Payment Information
Payment Type
Check
Credit Card Type
Card Expiration Date
Card Number
Bank Name
Check Number
Check Date
ACM Account Number
ACH Routing Number
Stock Description
Stock Trade Date
Stock High
Stock Low
Stock Median
WOO
Settlement Date
Posted
Posted Date
419/2003 12:00 AM
Refund Date
Reversed
Reverse Donation]
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Honor/Memorial Notification
Address
Honor/Memorial Notification
Date
Honoree Name
Brick Une 2
Brick Une 3
Brick Une
Brick Une 5
CONFIDENTIAL
INT 000011
EFTA00102712
Honor/Memorial Notification
Email
Brick Une 6
Honor/Memorial Message
Matching Gift
Matching Organization
Organization Name • Donor
Supplied
Projected Match Amount
Matching Status
Matching Gift Link
Additional Information
Acct First Try Date
4/9/2003
Account Management
Account Not Under Management
Primary Classification
Deceased
System Information
Form Name
Form ID
Source Code
Sub Source
Test Contact record
BBMS Fee
Reference Number Full
Transaction ID
Confirmation Code
Custom Links
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Organization Yenned
Matching Gilt Form URL
Matching Close Date
This is a matching gift
Create Matching Gill
Constituency Group
Foundation
FundAl Source Code
UNSOLICITED: Unsolicited
Clone For Next FY
Fiscal Year
2,003
Estate Gift
Exclude from THE 7.212012
Campaign
Created By
ICA-Automation. 11/17/20106:20 PM
Hour of Day Formula
19
Last Modified By
10/7/2015 10:46 PM
Pledge
0
Ownership Update
0
5441.92
Donation Management
Donation Not Under Management
Fix an online gift that was intended to 'pay" a Enhanced Letter formula
«
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Edit Contact Roles
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Contact Name
Account Name
Email Role
Amount
Primary
Edit
C...Q.U.12122994,1629,93fi
C.O.U.O. Foundatico.tic
Donor
Ful
ve
Edit I Del Jeffrey Epstein
Jeffrey Epstem Household
Soft Credit
Ful
Account Information
Advancement Track
Account Record Type
Organization
Account Name
C.O.U.O. Foundation. Inc
Active
Account Owner
External ID
1229819
Anonymous
Allegiance ID
Record ID
ACC-189336
Allegiance Business Type
Matches Employee Giving
Type
Foundation
Donation Summary Report
Donation Summary Report for this Acce rON F I D ENT lAlleundation type
Private
INT 000012
EFTA00102713
Recognition Name text
Task Summary Report
The C.O.U.O. Foundation. Inc
Task (Activity) Summary Report for this Account
Industry
Account Management
Account Not Under Management
Current CY Giving Club
No Giving Club
IPR Donor Current FY
0
Current CY Giving Club
Manual Override
Previous CY Giving Club
Giving Club for Merge
Donor in Previous FY
No Giving Club
0
Acknowledgment Opt Out
Year End Solicitation Only
Email Solicitation Only
IPR Solicitation Only
Average FY Giving Last 5 FY
$0
UW Contract Total This CY
$0.00
Priority Ticket Access
UW Contract Total Last CY
$0.00
Annual Fund Solicitation
UW Total Last CV • This CV
$0.00
Status
Annual Fund Notes
Giving Club for Ask
IPR Solicitation Status
IPR Annual Fund Notes
IPR Giving Club for Ask
CEEB Code
Note
Addressee Information
Primary Contact
Secondary Contact
Primary Contact Addressee
Secondary Contact
Addressee
Primary Contact Email
Secondary Contact
Employer
Primary Contact Role
Secondary Contact Title
Primary Contact Employer
Secondary Contact Birthdate
Primary Contact Title
Primary Contact Nickname
Address Information
Billing Address
New York. NY 1CO22-6843
US
Formal Salutation Text
Address Standardization
Standardized
Casual Salutation Text
Status
Copy Address
Additional Information
Parent Account
Website
Account Site
SIC Code
Annual Revenue
Ticker Symbol
Employees
Phone
Phone
Fax
Description
Prospect Intelligence
Major Donor Status
Open Major Gift
Maddy Society Recognition
Name
Maddy Society
Charter President's Club
Early Festival Mailing
Exclude from Early Festival
CONFIDENTIAL
M81ling
INT 000013
EFTA00102714
Donation Charts
C.O.U.Q. Foundation,
Inc's Relationships
All Relationship TO)
Combined (Hard + Soft) Giving Summary
YTD Combined Count
0
Relationships
Lifetime Cass/in-Kind
YTD Combined Amount
$17.000.00
50.00
Iht(gsq/www hlackhapri rnmIfilizsluippnrt/holpfilpqleuminata-rrmilluminate CRM html#cshid•4444)
View All (httpS:iiintertochen--
cv.na47.visuatforce.com/apex RelationshipWidgetAccount?
id.001A000000.lvfnSIAR)
Create a Relationship
System information
Crested By
ICA.Automation. 8111120105:39 PM
Last Modified By
Dave Limer. 2/12/20203:22 AM
Patron Manager Account ID
Opportunity Field History
11/17/2010 6:20 PM
User ICA-Automation
Changed Donation Name from C.O.U.O. Foundation. Inc Donation -04/09/2003 to C.O.U.O. Foundation, Inc $17000.00 Single Donation 00/09/2003.
Acton created.
Stage History
Received
Amount $17.000.00
Probability (%) 100%
Expected Revenue $17.000.00
Close Date 4/9/2003
Last Modified ICA-Automation. 11/1712010 6:20 PM
Donation Designation Relationships (Opportunity)
DFR-192311
Designation 130351 Music Tours
Designated Amount $17.000.00
Posted Date 4/9/200312:00 AM
Reversed
Reversed Date
Reversal Posted Date
GL Debit Amount $0.00
GL Credit Amount $17,000.00
GL Net Amount $17,000.00
CONFIDENTIAL
INT 000014
EFTA00102715
. now, Window
• Prim This Page
• Expand Al I Collapse All
Epstein Foundation $1500.00 Single Donation 02/19/1998
Donation Name
Account Name
Donor
Donation Owner
Amount
Benefit Value
Tax-Deductible Amount
Close Date
Stage
Primary Campaign Source
Segment Code
Canadian Amount
Canadian Exchange Rate
Donor Primary Classification
Epstein Foundation $1500.00 Single Donation
02/1911998
Epstein Foundation
Epstein Foundation
ICA-Automation
51.500.00
50.00
51.500.00
2/19/1998
Received
1997-1998 Annual Fund
Gift Category (for The
Campaign)
Hard Credit Velocity Score
2.0
Soft Credit Velocity Score
0.0
Merchant Account formula
Description
Acknowledgment! Receipt Status
Enhanced Acknowledgment
6) DirriPR - NonTrustee 1k-5k-ICA
Type
Enhanced Letter Status
Acknowledged
Acknowledged
Acknowledged Date
1111812010
Account Billing Address
Billing Address Update
Designations
Fund Group ICA Amount
50.00
Fund Group IPR Amount
50.00
Fund Group Other Amount
51500.00
Write-In Designation
Designation Summary
Miscellaneous (51.500.00)
Donation Record Type
Type
Transaction Type
Probability (Y.)
Batch
Transmittal Type
Festival Sponsorship
Record ID
Externaild
Online Gift
User Confirmation Code
Settlement Batch
First Event Date
I have included Interlochen
in my will
Send ICA estate planning
information
"Current Trustee" gift
Soft Credit donor names)
Receipt Type formula
Receipted
Receipt Date
Receipt Amount
Billing Street
Billing City
Billing State
Billing Postal Code
Billing Country
Single Donation
Organization Gift
Donation
100%
Cash
DON-529009
1002917072
Org Gift-ICA
Not Receipted
CONFIDENTIAL
INT 000015
EFTA00102716
Total Donation Amount: $1,500
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I Search Designations
000000 Box Office Tic
000001 Chocolate Dri
000004 ICCA Registra
000006 Alumni Event:
DESIGNATIONS
&Miscellaneous
1600 00
Recognition Preferences
On-Air Recognition
Read on Ait
IPR Station
Donor Recognition formula
Donor Recognition CLO
Previous Donor Profile Info
CLO
PR First Gift
Additional Comments
The Epstein Foundation
Payment Information
Payment Type
Check
Credit Card Type
Card Expiration Date
Card Number
Bank Name
Cheek Number
Cheek Date
ACM Account Number
ACH Routing Number
Stock Description
Stock Trade Date
Stock High
Stock Low
Stock Median
50.00
Mark as Anonymous
Recognition
Joint Recognition per Donor
PR Region
Outside Listening area
Settlement Date
Posted
aI
Posted Date
2/19/1998 12:00 AM
Refund Date
Reversed
Reverse Donation'
Honor/Memorial Designation
Tribute
Brick Location
Honor/Memorial Type
Brick text formula
Honor/Memorial Notification
Brick Une I
Method
Honor/Memorial Person's) to
Notify
Honor/Memorial Notification
Address
Honor/Memorial Notification
Date
Honoree Name
Brick Une 2
Brick Une 3
Brick Une 4
Brick Une 5
Gift
has
been
CONFIDENTIAL
INT 000016
EFTA00102717
Honor/Memorial Notification
Email
Honor,Memorial Message
Matching Gift
Matching Organization
Organization Name • Donor
Supplied
Projected Match Amount
Matching Status
Matching Gift Link
Additional information
Acct First Tni Date
111/1968
Account Management
Account Not Under Management
Primary Classification
Deceased
System Information
Form Name
Form ID
Source Code
Sub Source
Test Contact record
BBMS Fee
Reference Number Full
Transaction ID
Confirmation Code
Custom Links
Donation Contact Roles
Brick Line 6
Organization Verified
Matching Gilt Form URL
Matching Close Date
This is a matching gift
Create Matching Gill
Constituency Group
Foundation
FundAl Source Code
UNSOLICITED: Unsolicited
Clone For Next FY
Fiscal Year
1.998
Estate Gift
Exclude from THE 7.212012
Campaign
Created By
ICA-Automation. 11/18/20105:26 PM
Hour of Day Formula
18
Last Modified By
10/7/2015 4:30 PM
Pledge
0
Ownership Update
0
539.23
Donation Management
Donation Not Under Management
Fix an online gift that was intended to 'pay" a Enhanced Letter forrnuLa
Iteclge
Showing Page 1 of 1
Actions Contact Name
«
< > »
Edit Contact Roles
Account Name
Email
Role
Amount
Primary
Edit
Epstein Foundation
Ereten Foundation
Donor
Foe
Account Information
Advancement Track
Account Record Type
Organization
Account Name
Epstein Foundation
Active
rie
Account Owner
External ID
1231296
Anonymous
Allegiance ID
Record ID
ACC-192240
Allegiance Business Type
Matches Employee Giving
Type
Foundation
Donation Summary Report
Donation Summary Report for this Acce rON F I D ENT lAlf°'anon Type
Private
INT 000017
EFTA00102718
Recognition Name text
Task Summary Report
The Epstein Foundation
Task (Activity) Summary Report for this Account
Industry
Account Management
Account Not Under Management
Current CY Giving Club
No Giving Club
IPR Donor Current FY
0
Current CY Giving Club
Manual Override
Previous CY Giving Club
GNing Club for Merge
Donor in Previous FV
No Giving Club
0
Acknowledgment Opt Out
Year End Solicitation Only
Email Solicitation Only
IPR Solicitation Only
Average FY Giving Last 5 FV
SO
UW Contract Total This CY
$0.00
Priority Ticket Access
UW Contract Total Last CY
$0.00
Annual Fund Solicitation
UW Total Last CV • This CY
$0.00
Status
Annual Fund Notes
Giving Club for Ask
IPR Solicitation Status
IPR Annual Fund Notes
IPR Giving Club for Ask
CEEB Code
Note
Addressee Information
Primary Contact
Secondary Contact
Primary Contact Addressee
Secondary Contact
Addressee
Primary Contact Email
Secondary Contact
Employer
Primary Contact Rote
Secondary Contact Title
Pitman/ Contact Employer
Secondary Contact Birthdate
Primary Contact Title
Primary Contact Nickname
Address Information
Billing Address
Formal Salutation Text
Address Standardization
Not Standardized - Incomplete Address
Casual Salutation Text
Status
Copy Address
Additional Information
Parent Account
Website
Account Site
SIC Code
Annual Revenue
Ticker Symbol
Employees
Phone
Phone
Description
Prospect intelligence
Major Donor Status
Open Major Gift
Fax
Maddy Society Recognition
Name
Aladdy Society
Charter President's Club
Early Festival Mailing
Exclude from Early Festival
Mailing
DO NOT LIST
CONFIDENTIAL
INT 000018
EFTA00102719
Donation Charts
Epstein Foundation's
Relationships
All Relationship TS]
System information
Created By
PatronManager Account ID
Opportunity Field History
11/18/2010 5:27 PM
Combined (Hard • Soft) Giving Summary
YTD Combined Count
0
Relationships
Lifetime Cash/tit-Kind
YTD Combined Amount
$61.550.00
$0.00
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id.001A0000001vgThIAJ)
Create a Relationship
ICA-Automation, 8/11/2010 5:44 PM
Last Modified By
Dave Limer, 2112/20204:20 AM
User MA-Automation
Acton Changed Donation Name from Epstein Foundation Donation - 02/19/1998 to Epstein Foundation $1500.00 Single Donation 02/19/1998. Created.
Stage History
Received
Amount 31.500.00
Probability (%) 100%
Expected Revenue 31.500.00
Close Date 2/19/1998
Last Modified ICA-Automation. 11/1812010 5:26 PM
Donation Designation Relationships (Opportunity)
DFR-260624
Designation 130146 Miscellaneous
Designated Amount 31.500.00
Posted Date 2/19/1998 12:00 AM
Reversed
Reversed Date
Reversal Posted Date
GL Debit Amount $0.00
GL Credit Amount $1.500.00
GL Net Amount $1.500.00
CONFIDENTIAL
INT 000019
EFTA00102720
. rlow•Wirel01T
• Erin ThirEing
• Expand All I C093pSe All
Epstein Foundation $1600.00 Single Donation 08/05/1996
Donation Name
Epstein Foundation $1600.00 Single Donation 08/05/1996
Donation Record Type
Seigle Ctnagen
Account Name
Epstein Foundation
Type
Organization GM
Donee
Epstein Foundation
Transaction Type
Donation
Donation Owner
ICA-Autentallen
Probability (V.)
100%
Amount
$1.600.00
Balch
Benefit Value
$0.00
Transmittal Type
Tax-Deductible Amount
$1.600.00
Festival Sponsorship
Close Date
8511996
Record ID
DON-504510
Stage
Received
Extemalid
1002845072
Primary Campaign Source
1996-1997 Annual Fund
Online Gift
Segment Code
User Confirmation Code
Canadian An,ounl
Settlament Batch
Canadian Exchange Rate
First Event Date
Donor Primary Classification
I have included interlochen in
my will
GM Category (for The
Send CA estate planning
Campaign)
information
Hard Credit Velocity Score
2.0
"Current Trustee" gift
Soft Credit Velocity Score
0.0
Soft Credit donor none(*)
Merchant Account formula
Description
ADJUSTMENT
Acknowledgment! Receipt Status
Enhanced Acknowledgment
6) DirAPR fiCetTniatee 1k-Sk - ICA
Type
Enhanced Letter Status
Acknowledged
Acknowledged
Acknowledged Date
11/18/2010
Account Billing Address
Billing Address Update
Designations
Fund Group ICA Amount
$0.00
Fund Group IPR Amount
$0.00
Fund Group Other Amount
$1,600.00
%Ripen Designation
Designation Summary
Trustee Travel Fund ($1,600.00)
Receipt Type formula
Org Gin - ICA
Receipted
Not ReCeipted
Receipt Date
Receipt Amount
Billing Street
Bating City
Biting State
Billing Postal Code
Billing Country
Total Donation Amount: S1,600
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Search Designat
AVAILABLE DESIG
:000000 Box CI
000001 Choco
— 000004 ICCA
.000006 Alumn
Gift has been posted (designations read-only unless reversed).
\ --DESIGNATIONS
CONFIDENTIAL
INT 000020
EFTA00102721
Recognition Preferences
On-Air Recognition
Mark a Anonymous
Read on Air
Recognition
IPR Station
Joint Recognition per Donor
Donor Recognition formula
The Epstein Foundation
IPR Region
Outside Listening Brea
Donor Recognition CLO
Previous Donor Profile Info CLO
IPR First GM
Additional Comments
Payment Information
Payment Type
Non-Cash
Credit Card Type
Card Expiration Date
Card Number
Bank Name
Check Number
Check Date
ACH Account Number
ACH Routing Number
Stock Description
Stock Trade Date
Stock High
Stock Low
Stock Median
MOD
Settlement Date
Posted
Posted Date
Refund Date
Reversed
Reverse Donation
Honor/Memorial Designation
Tribute
Brick Location
HonoriMemorial Type
Brick text formula
Honor/Mono/GI Notification
Brick Une 1
Method
Honor/Memorial Parson(s) to
Stick Une 2
Notify
Honor/Mono/GI Notification
Brick UM 3
Address
Honor/Meenorial Notification
Brick Une
Date
Honoree Name
Brick Ur*
Honor/Memorial Notification
Brick UM 6
Email
Honor/Memorial Message
Matching Gift
Matching Organization
OrganizMion Verified
Organization Name - Donor
Matching Gift Form URL
Supplied
Projected Match Amount
Matching Close Dale
Matching Status
ThS is a matching gift
Matching Gift Link
Create Matching Gift
ELV1996 12DDAM
Additional information
Acct First Trx Date
11111968
Constituency Group
Foundation
Account Management
Account Not Under Management
FundAl Source Cods
UNSOLICITED: Unsolicited
Primary Classification
Clone For Nest FY
Deceased
Fluid Year
1.997
Estate Gift
Exclude front THE 7.21.2012
Campaign
System Information
CONFIDENTIAL
INT 000021
EFTA00102722
Form Name
Created By
ICA.AutomallOn. t111&20103:45 PM
Form ID
Hour of Day Formula
16
Source Code
Last Modified By
10/712015 5:21 PM
Sub Source
Pledge
Test Contact record
0
Ownership Update
0
BBMS Fee
$41.63
Donation Management
Donation Not Under Management
larifeeenee Number Full
Transaction ID
Confirmation Code
Custom Links
rot an online gift that was intanded to 'uns
Hnhanrnd I Alta 1001Ula
DIDO9t
Donation Contact Roles
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Actions Contact Name
Account Name
Email
Role
Amount
Primary
EPS:fralFOutyl049.0
EQS.:frin_FOunflAII411
DalOt
Full
Account Information
Advanosmont Treat
Account Record Type
Organization
Account Nemo
Epstein Foundation
Active
vi
External ID
1231296
Account Owner
AnOrtYMOu4
Allegiance ID
Record ID
ACC-192240
Allegiance Business Typo
Matches Smoke*. Giving
Type
Foundation
Donation SummaryReport
on
Raped for this Amount
Foundation Typo
Private
Recognition Name text
The Epstein Foundation
Industry
Task Summary Report
Task (Activity) Summery Report for this Account
Account Management
Account Not Under Management
Current CY Giving Club
No Giving Club
IPR Donor Current FY
0
Currant CY Gluing Club Manual
Acknowledgment Opt Out
Override
Previous CY Giving Club
No Giving Club
Year End Solicitation Only
Giving Club for Merge
Email Solicitation Only
Donor in Previous FY
0
IPR Solicitation Only
Average FY Giving Last 5 FY
$0
UW Contract Total This CY
$0.00
Priority Ticket Access
UW Contract Total Last CY
$0.00
Annual Fund Solicitation Status
UW Total Last CY • This CY
$0.00
Annual Fund Notes
Note
Giving Club for Ask
IPR Solicitation Status
IPR Annual Fund Notes
IPR Giving Club for Ask
CEEB Code
Addressee Information
Primary Contact
Secondary Contact
Primary Contact Addressee
Secondary Contact Addressee
Prinary Contact Email
Secondary Contact Employer
Primary Contact Role
Secondary Contact Title
Primary Contact Employer
Secondary Contact Birthdate
Primary Contact Title
Primary Contact Nickname
CONFIDENTIAL
INT 000022
EFTA00102723
Address Information
Siding Address
Formal Salutation Text
Address Standardization Status
Not Standardized - Incomplete Address
Casual Salutation Text
Copy Address
Additional Information
Parent Account
Website
Account Site
SIC Code
Annual Revenue
Ticker Symbol
EmPloYan
Phone
Phone
Description
Prospect Intelligence
Major Donor Status
Open Major Gilt
Donation Charts
Fax
Maddy Society Recognition
DO NOT LIST
Name
Maddy Society
Charter President's Club
Early festival Mailing
Exclude from Early Festival
Mailing
Loading report chart...
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Combined (Hard + Soft) Giving Summary
YTD Combined Count
0
Lifetime Cash/ln-Nind
$61.550.03
YTD Combined Amount
$0.00
Relationships
CONFIDENTIAL
INT 000023
EFTA00102724
Epstein Foundation's Relationships
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System information
Created By
ICA-Automation. 6/11/2010 5:d4 PM
Last Modified By
Dave Lauer. 2/12/2020 4.20AM
PatronManager Account ID
Opportunity Field History
11118/2010 3:46 PM
User ICA•Automation
Action Changed Donation Name from Epstein Foundation Donation • 08/05/1996 to Epstein Foundation 51600.00 Single Donation 08/05/1996. Created.
Stage History
Received
Amount 51,600.00
Probability (%) 100%
Expected Revenue $1,600.00
Close Dale 81511996
Last Waled MAsibthit0321Cto. 11/182010 3:45 PM
Donation Designation Relationships (Opportunity)
DFR-2S27$6
Designation 030023 Trustee Travel Fund
OesInated Amount $1.600.00
Posted Date 8/511996 12:00AM
Reversed
Reversed Date
Reversal Posted Date
GL Dart Amount $0.00
GL Credit Amount $1,600.00
GL Net Amount $1,600.00
CONFIDENTIAL
INT 000024
EFTA00102725
2/1212020
Epstein Foundation $1710.00 Single Donation 12711/1998 — Salesforce - Enterprise Edition
• C498f-Winikw
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Epstein Foundation $1710.00 Single Donation 12/11/1998
Donation Name
Epstein Foundation $1710.00 Single Donation 12/11/1998
Donation Record Type
Single Donation
Account Name
Epstein Foundation
Type
Organization Gin
Donee
Epstein Foundation
Transaction Type
Donation
Donation Ownw
ICA-Automation
Probability rtrit
100%
Amount
$1,710.00
Batch
Benefit Value
$0.00
Transmittal Type
Cash
Tax.Deductible Amount
61.710.00
Festival Sponsorship
Close Date
12/11/1998
Record ID
DON-536906
Stage
Received
Extemalld
1002955463
Primary Campaign Source
1998.1999 Annual Fund
Online Gilt
Segment Code
User Confirmation Code
Canadian Amount
Settlement Batch
Canadian Exchange Rate
Filet Event Date
Donor Primary Classification
I have included Interrachen in
my will
Gift Category (for The
Send ICA estate planning
Campaign)
information
Hard Credit Velocity Score
2.0
"Currant Trustee gift
Son Credit Velocity Score
0.0
Soft Credit donor name(s)
Merchant Account formula
Description
ADJUSTMENT
Acknowledgment! Receipt Status
Enhanced AchnoveNdoment
6) DirilPR NonTrustee 1 k-Sk - ICA
Receipt Typo formula
Ofg Gift ICA
Type
Enhanced Letter Status
Receipted
Not Receipted
Acknowledged
Acknowledged
Receipt Date
Acknowledged DM*
11/18/2010
Receipt Amount
Account Billing Address
Billing Street
Billing Address Update
Billing City
Billing State
Billing Postal Code
Bitting Country
Designations
Fund Group ICA Amount
$0.00
Fund Group IPR Amount
$0.00
Fund Group Other Amount
$1.710.00
Waist Designation
Designation Summary
Jeffrey Epstein CLOSED to 040007 ($1,710.110)
Total Donation Amount: S1,710
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AVAILABLE DE
000000 8c
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000004 IC
000006 All
Gift has been posted (designations read-only unless reversed).
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CONFIDENTIAL
hups://interlochenmy.salesforce.com/006MXXXKX19zEWQM?retURL=1006ACO00009zBWQ
INT 000025
,5
EFTA00102726
2/1212020
Recognition Preferences
On-Air Recognition
Read on Air
IPR Station
Donor Recognition formula
Donor Recognition CLO
Previous Donor Profile info CLO
IPR First Gift
Additional Comments
Epstein Foundation S1T10.00 Single Donation 12/11/1998 — Salesforcc - Enterprise Edition
The Epstein Foundation
Payment Information
Payment Type
Cheek
Credit Card Type
Card Expiration Date
Card Number
Bank Name
Check Number
Check Date
Apt Account Number
ACH Routing Number
Stock Description
Stock Trade Date
Stock High
Stock Low
Stock Median
$0.00
Mark as Anonymous
Recognition
Joint Recognition per Donor
MR Region
Outside Listening area
Settlement Dale
Posted
Posted Date
12/111199B 12.00AM
Refund Date
Reversed
Ravers. Donation
Honor/'Memorial Designation
Tribute
Brick Location
HonorMemorial Type
Brick text formula
Honor/Memorial Notification
Brick Line 1
Method
Honor/Memorial Person(s) to
Brick Line 2
Notify
Honor/Memorial Notification
Brick Line
Address
Honor/Memorial Notification
Brick Line 4
Date
Honoree Name
Brick Line 5
Honor/Manorial Notification
Brick Line 6
Email
Honor/Memorial Message
Matching Gift
Matching Organization
Organization Venfied
Organization Name - Donor
Matching Gift Form URL
Supplied
Projected Match Amount
Matching Close Date
Matching Status
This is a matching gift
Matching Gift link
Create Matching CIA
Additional Information
Acel First Trx Dabs
1/1/1968
Constkuenty Group
Foundation
Account Management
Account Not Under Management
FundAl Source Code
UNSOLICITED: Unsolicited
Primary Classification
Clone For Next FY
Deceased
Fiscal Year
1.999
Estate Gift
Exclude from THE 7.21.2012
Campaign
System Information
CONFIDENTIAL
INT 000026
hups://interlochen.mysalesforee.corn/006A0000009zBWQ/p?retURL=/006ACO00009zBWQ
2/5
EFTA00102727
2/1212020
Epstein Foundation SITIO 1M Single Donation 12/11/1998 — Salcsforcc - Enterprise Edition
Form Name
Created By
ICA-Automation. 11/18/2010 5A9 PM
Form ID
Hour or Day Formula
18
Source Code
Last Modified By
10/7/2015 4:08 PM
Sub Source
Pledge
Test Contact record
0
Ownership Update
0
BBMS Fee
$44.69
Donation Management
Donation Not Under Management
Reference Number Fug
Transaction ID
Confirmation Code
Custom Links
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Donation Contact Roles
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Actions Contact Name
Account Name
Email Role
Amount
Primary
Epstein Foundation
Epstein Foundation
Dona Full
Account Information
Advancement Trent
Account Record Typo
Organization
Account Name
Epstein Foundation
Active
Externem
1231296
Account Owner
Anonymous
Allegiance ID
Record ID
ACC-192240
Allegiance Business Type
Matches Employee Giving
Type
Foundation
Donation Summary Report
Donation Summary
SummaryRepYt ref NIS Account
Foundation Type
Private
Recognition Name text
The Epstein Foundation
Industry
Task Summary Report
Task (Activity) Summary Report l0r this Account
Account Management
Account Not Under Management
Current CY Giving Club
NO Giving Club
IPR Donor Current FY
0
Currant CY Giving Club Manual
Acknowledgment Opt OW
Override
Previous CY Giving Club
No Giving Club
Year End Solicitation Only
Giving Club to, Merge
Emal Solicitation Only
IPR Solicitation OnlY
Donor In Previous FY
0
UW Contract Total This CY
$0.00
Average FY Giving Last 5 FY
$0
Priority Ticket Access
UW Contract Total Last CV
$0.00
Annual Fund Solicitation Status
UW Total Last CY • This CV
$0.00
Annual Fund Notes
Note
Giving Club for Ask
WR Solicitation Status
IPR Annual Fund Notes
IPR Giving Club for Ask
CEEB Code
Addressee Information
Primary Contact
Secondary Contact
Primary Contact Addressee
Secondary Contact Addressee
Primary Contact Email
Secondary Contact Employer
Primary Contact Role
Secondary Contact Title
Primary Contact Employer
Secondary Contact Ehrthdate
Primary Contact Tine
Primary Contact Nickname
CONFIDENTIAL
hups://interlochen.my.salesforce.com/006A0000009zBWQ/plretURL=AMMXXXXX19/BWQ
INT 000027
EFTA00102728
2/1212020
Epstein Foundation $1710.00 Single Donation 12(1111998
Salesforce - Enterprise Edition
Address Information
simile Address
Foemal Salutation Text
Address Standardization Status
Not Standardized - Incomplete Address
Casual Salutation Text
Copy Address
Additional Information
Parent Account
Website
Account Site
SIC Code
Annual Revenue
Ticker Symbol
Employees
Phone
Phone
Fax
Description
Prospect Intelligence
Major Donor Status
Noddy Society Recognition
DO NOT LIST
Name
Open Major Gift
Donation Charts
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Maddy Society
Chatter President's Club
Early Festival Mailing
Exclude front Lady Festival
Mailing
Loading report chart...
Combined (Hard • Soft) Giving Summary
YTD Combined Count
0
Lifetime Caahiln-Kind
$61.550.0D
YTD Combined Amount
$0.00
Relationships
CONFIDENTIAL
hups://interlochen.my.salesforce.corn/006A0000009zBWQ/p?retURL=f006A0000009zBWQ
INT 000028
EFTA00102729
2/1212020
Epstein Foundation SITIOfa/Single Donation 12(11(1998 — Salcsforce - Enterprise Edition
Epstein Foundation's Relationships
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System Information
Created By
ICA-Automation. 8/11/2010 5:44 PM
Last Modthed By
Dave Lnw. 2112/2020 420AM
PatronManager Account ID
Opportunity Field History
11(18/2010 5:49 PM
User ICA•Automation
Action Changed Donation Name from Epstein Foundation Donation • 12/11/1998 to Epstein Foundation 51710.00 Single Donation 12111/1998. Created.
Stage History
Received
Mount 31,710.00
Probability (%) 100%
Expected Revenue 31,710.00
Close Date 12/1111998
Last mocsned ICA•AutomaBOn 11/18/2010 5:49 PM
Donation Designation Relationships (Opportunity)
DFR-264838
Designation 130102 Jeffrey Epstein CLOSED to 040007
Geminated Amount 51.710.00
Posted Date 12/11/1998 12:00 AM
Reversed
Reversed Date
Reversal Posted Date
GL Debt Amount 30.00
GL Creda Amount 31.710.00
GL Net Amounl 51.710.00
CONFIDENTIAL
hups://interlochen.mysalesforcc.com/006A0(M10009zBWQ/pirctURI—=AXASAIXXXXXMEWQ
INT 000029
EFTA00102730
. riots Wooloot
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• Expand AJI I P._odArle All
Epstein Foundation $2000.00 Single Donation 08/29/1996
Donation Name
Epstein Foundation $2000.00 Single Donation 08(29,1996
Donation Record Type
Single donation
Account Name
Epstein Foundation
Type
organuabon Gilt
Donor
Epstein Foundation
Transaction Type
Donation
Donation Owner
ICA-Aut0MatiOn
Probability (x)
103%
Amount
$2.000.00
Batch
Benefit Value
$0.00
Transmittal Type
Cash
Tax-Deductible Amount
$2.000.00
Festival Sponsorship
Close Date
8/29/1996
Record ID
DON-505191
Stage
Retelved
Extemaild
1032849686
Primary Campaign Source
1996-1997 Annual Fund
Online Gift
Segment Code
Uses Confirmation Code
Canadian Amount
Settlement Batch
Canadian Exchange Rate
First Event Data
Donor Primary Classification
I have included Interlochen in
my will
Gift Category (lor The
Send ICA estate planning
Campaign)
information
Hard Credit Velocity Score
2.0
"CurreM Trustee" gift
Soft Credit Velocity Score
0.0
Soft Credit donor muftis)
Merchant Account formula
Description
Acknowledgment! Receipt Status
Enhanced Acknowledgment
6) DiMPR NCe1Truttee I lc5k - ICA
Type
Enhanced Letter Status
Acknowledged
Acknowledged
Acknowledged Date
11/18/2010
Account Billing Address
Billing Address Update
Designations
Fund Group ICA Amount
$0.00
Fund Group IPR Amount
$0.00
Fund Group Other Amount
$2.000.00
Writean Designation
Designation Summary
Designated Funds CLOSED ($2,003.00)
Receipt Type formula
Org Gin - ICA
Receipted
Not Receipted
Receipt Dan
Receipt Amount
Billing Street
Bating City
Bileng State
Billing Postal Code
Billing Country
Total Donation Amount: S2,000
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Search Designw
AVAILABLE DESIG
:000000 Box 01
000001 Choco
1: 000004 ICCA g
.000006 Alumn
Gift has been posted (designations read-only unless reversed).
\ --DESIGNATIONS
CONFIDENTIAL
INT 000030
EFTA00102731
Recognition Preferences
OnAlr Recognition
Mark as Anonyrnous
Raad on Air
Recognition
IPR Station
Joint Recognition per Donor
Donor Recognition formule
The Epatein Foundation
IPR Region
Outside Listening area
Donor Recognition CLO
Prievlous Donor Profil. Info CLO
IPR First Gift
Additionen Commode
Payment Information
Payment Type
Check
Settlement Date
Credit Card Type
Posted
Card Expirabon Date
Posted Date
&29/199612.00 AM
Card Rumoer
Relund Date
Bank Name
Reven/ad
Check Humt».
Check Date
ACH Account Hunner
ACH Routing Nurnber
Stock DescrIption
Stock Trede Date
Stock High
Stock Low
Stock Median
5.0.01)
Reven» Donalion
HononlAernorial Designation
Tribute
Brick Location
HonoriMemorial Typo
Wiek brt formule
Honor/Memortal Notilleation
Back UM 1
Method
Honor/Memorial Persce(s) to
Brkk Une 2
Notfly
Honor/Momortal Nolification
Stick Uil* 3
Address
Honor/Mensorial Notification
Stick Une 0
Date
Honden Name
Wek UM 5
HonoriSsmortal NolificatIon
Wek UM 6
Email
Honor/Mernorsal Message
Matching Gift
Matching Organisation
Organisation Vertreed
Organisation Name -Donor
Matching Gift Form URL
Supplted
Projected Match Anale
Matching Close Date
Matching Status
TM, is a matchtng gift
Matching Gift Link
Create Matching Gift
Additional Information
Acct First Trx Date
111/1968
Constituency Groos
Foundation
Account Management
Account Not Under Management
FundAl Soda Code
UNSOLICITED: Unsondled
Primary Classitication
ClOnti For Nest FY
Dauwend
~al Teer
1.997
Estate Gift
Exclude Iran THE 7.21.2012
Campaign
System information
CONFIDENTIAL
INT 000031
EFTA00102732
Form Name
Created By
ICA.AutomatiOn. 1111&20103:47 PM
Form ID
Hour of Day Formula
16
Source Code
Last Modified By
1017120155:19 PM
Sub Source
Pledge
Test Contact record
0
Ownership Update
0
BB/dS Fee
55222
Donation Management
Donation Not Under Management
laMerenee Number Full
Transaction ID
Confirmation Code
Custom Links
Fix an online gift that Wag intorvieri to *my la
Pritiannsd I Alter loam&
RIP&le
Donation Contact Roles
ce < a sa Edit Contact ROOM
Showing Pagel of I
Actions Contact Marna
Account Name
Email
Role
Amount
Primary
Lc;
EpaF_Duoggito
Epstein Foundatim
Donor
Full
Account Information
AdvancionwM TM*
Account Record Type
Organization
Account Name
Epstein Foundation
Active
External ID
1231296
Account Owner
Anonymous
Allegiance ID
Record ID
ACC-192240
Allegiance Business Type
Matches Employee Giving
Type
Foundation
Donation Summary Report
Donation Summary Raped for Sas Amount
Foundation Type
Private
Recognition Name text
The Epstein Foundation
Industry
Task Summary Report
Task (Activity) &annuity Report /Of this Account
Account Management
Account Not Under Management
Current CY Giving Club
No Giving Club
IPR Donor Current FY
0
Currant CY Giving Club Manual
Acknowledgment Opt Out
Override
Previous CY Giving Club
Giving Club for Merge
Donor in Previous FY
Average FY Giving Last s FY
Priority Ticket Access
Annual Fund Solicitation Status
Mnuai Fund Notes
Giving Club for Ask
IPR Solicitation Status
IPR Mnuai Fund Notes
IPR Giving Club for Ask
CEEB Code
No Giving Club
0
$0
Year End Solicitation Only
Email Solicitation Only
IPR Solicitation Only
UW Carina Total This CY
$0.00
UW Contact Total Last CY
$0.00
UW Total Last CY • This CY
$0.00
Note
Addressee Information
Primary Contact
Secondary Contact
Primary Contact Addressee
Secondary Contact Addressee
Prinary Contact Email
Secondary Contact Employer
Primary Contact Role
Secondary Contact TAM
Primary Contact Employer
Secondary Contact Birthdate
Primary Contact Title
Primary Contact Nickname
CONFIDENTIAL
INT 000032
EFTA00102733
Address Information
Siding Address
Formal Salutation Text
Address Standardization Status
Not Standardized - Incomplete Address
Casual Salutation Text
Copy Address
Additional Information
Patent Account
Website
Account Site
SIC Code
Annual Revenue
Ticker Symbol
Employees
Phone
Phone
Description
Prospect Intelligence
Motor Donor Status
Open Major Gift
Donation Charts
Loading report chart...
Fax
Maddy Society Recognition
DO NOT LIST
Name
Madly Society
sI
Charter President's Club
Early Festival Mailing
Exclude from Early Festival
Mailing
Loading report chart...
Combined (Hard + Soft) Giving Summary
YTD Combined Count
0
Lifetime Cashtln-Nind
$61.550.03
YTD Combined Amount
$0.00
Relationships
CONFIDENTIAL
INT 000033
EFTA00102734
Epstein Foundation's Relationships
(https://www.blackbaud.corn/filesfsupportihelpfilesPuminate-crm(Luminate CRM.Itmidcshid=4444)
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( MI Relationship Types
System Information
Created By
ICA-Automation. 8111/20105:44 PM
Lam *NNW By
Dave Liner. 2/12/2020 420AM
PatronManager Account ID
Opportunity Field History
11/1812010 3:08 PM
User ICA•Automatlon
Action Changed Donation Name from Epstein Foundation Donation • 05)29/1996 to Epstein Foundation 32000.00 Single Donation 08/29/1996. Created.
Stage History
Received
Amount 32.000.00
Probability (%) 100%
Expected Revenue 32.000.00
Close Dale 8/2911996
Last Modified IQA•Automaeo0. 11/182010 3:47 PM
Donation Designation Relationships (Opportunity)
DFR-253127
Designation 130020 Designated Funds CLOSED
Designated Amount 32,000.00
Posted Date a/29MM 12:00 AM
Reversed
Reversed Dale
Reversal Posted Date
GL Dad Amount 30.00
GL Credit Amount 32,000.00
GL Net Amount 32,000.00
CONFIDENTIAL
INT 000034
EFTA00102735
• rine/. Window
• ?mg ThiS Rage
• Expand All I coilapse All
Epstein Foundation $3000.00 Single Donation 08/05/1996
Donation Name
Epstein Foundation $3000.00 Single Donation 08/05/1996
Donation Record Type
Single Donation
Account Name
Epstein Foundation
Type
Organization GM
Donor
Epstein Foundation
Transaction Type
Donation
Donation Owner
ICA-AuleMallOn
Probability (Y.)
103%
Amount
$3.000.03
Batch
Benefit Value
$0.00
Transmittal Type
Tax-Deductible Amount
$3,003.03
Festival Sponsorship
Close Date
615/1996
Record ID
DON-519355
Stage
Received
Extemand
1032854498
Primary Campaign Source
1996-1997 Annual Fund
Online Gift
Segment Code
Wee Confirmation Code
Canadian Amount
Settlement Batch
Canadian Exchange Rate
First Event Date
Donor Primary Classification
I have included interlochen in
my will
Gilt Category (for The
Send ICA estate planning
Campaign)
information
Hard Credit Velocity Score
2.0
"Current Trustee" gift
Soft Credit Velocity Score
0.0
Soft Credit donor name(s)
Merchant Account formula
Description
ADJUSTMENT
Acknowledgment! Receipt Status
Enhanced Acknowledgment
6)1310PR - NOITruStee 1k-5k -ICA
Type
Enhanced Letter Status
Acknowledged
Acknowledged
Acknowledged Date
11/18/2010
Account Billing Address
Billing Address Update
Designations
Fund Group ICA Amount
$0.00
Fund Group IPR Amount
$0.00
Fund Group Other Amount
$.3.000.00
Writedn Designation
Designation Summary
PreeidenTS DISCIebenery CLOSED to 040007 ($3,000A I)
Receipt Type formula
Org Gift - ICA
Receipted
Not Retaliated
Receipt Date
Receipt Amount
Billing Street
Bitting City
Wang State
Billing Postal Code
Billing Country
Total Donation Amount: S3,000
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AVAILABLE DESIG
000000 Box DI
000001 Choco
000004 ICCA1
000006 Alumn
Gift has been posted (designations read-only unless reversed).
DESIGNATIONS
CONFIDENTIAL
INT 000035
EFTA00102736
Recognition Preferences
On-Air Recognition
Read on AM
IPR Station
Donor Recognition formula
Donor Recognition CLO
Previous Donor Profile Info CLO
IPR First Gift
AdditionM CommeMs
The Epstein Foundation
Payment Information
Payment Type
Non-Cani
Credit Card Type
Card Expiration Date
Card Number
Bank Name
Chock Number
Check Date
ACH Account Number
ACH Routing Number
Stock Description
Stock Trade Date
Stock High
Stock Low
Stock Median
MOD
Mark as Anonymous
Recognition
Joint Recognition per Donor
IPR Region
Outside Listening Brea
Settlement Date
Posted
Posted Date
Refund Date
Reversed
Reverse Donation
flonorMernorial Designation
Tribute
Brick Location
HonoriMemorial Typo
Brick text formula
Honor/Memorial Notification
Brick Une 1
Method
Honor/Memorial Person(s) to
Brick Une g
Notify
HonorAlemortal Notification
Bela Une 3
Address
Honor/Memorial Notification
Brick Une 0
Date
Honoree Name
Brick Une 5
HonoraAwnorial Notification
Brick Une 6
Email
Honor/Memorml Message
Matching Gift
Matching Organization
organization Verified
Organization Name - Donor
Matching Gift Form URL
Supplied
Projected Match ArnouM
Matching Close Date
Matching Status
This is a matching gift
Matching Gift Link
Create Matching Gift
61511996 12ODAM
Additional Information
Acct First Trx Date
1/1/1968
Constituency Group
Foundation
Account Management
Account Not Under Management
FundAl Source Code
UNSOUCITED: Unsolicited
Primary Classification
Clone For Next FY
Deceased
Fiscal Year
1.997
Estate Gift
Exclude from THE 7.21.2012
Campaign
System Information
CONFIDENTIAL
INT 000036
EFTA00102737
Form Name
Created By
ICA.AutomallOn. 1111&20104:52 PM
Form ID
Hour of Day Formula
17
Source Code
Last Modified By
1017/2015 4:56 PM
Sub Source
Pledge
Test Contact record
0
Ownership Update
0
BBMS Fee
$78.20
Donation Management
Donation Not Under Management
Reference Number Full
Transaction ID
Confirmation Code
Custom Links
Fix an online oft that Wag Intended to rignes
Fnhanr$d I Alter &mu&
MISS
Donation Contact Roles
«
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Actions Contact Name
Account None
Email
Role
Amount
Primary
EPMern_FOunddhon
goelpFQUOlaltOn
Donor
Full
rif
Account Information
AdvanciameM TM*
Account Record Type
Organization
Account Name
Epstein Foundation
Active
vr
ACCOunt owner
External ID
1231296
Anonymous
Allegiancs ID
Record ID
ACC-192240
Allegiance Business Typo
Matches Employee Giving
Type,
Foundation
Donation Summary Report
Donation Summary Report for Vas A
unt
Foundation Type
Private
Recognition Name UM
The Epstein Foundation
Industry
Task Summary Report
Task (Activity) &annuity Report for this Account
Account Management
Account Not Under Management
Current CY Giving Club
No Giving Club
IPR Donor Current FY
0
Current CY Giving Club Manual
AcknowledgmeM Opt Out
Override
Previous CY Giving Club
Giving Club for Merge
Donor in Previous FY
Average FY Giving Last 5 FY
Priced,/ Ticket Access
Annual Fund Solicitation Status
Annual Fund Notes
Giving Club for Ask
IPR Solicitation Status
IPR Annual Fund Notes
IPR Giving Club for Ask
CEEB Code
No Giving Club
0
SO
Year End Solicitation Only
Email Solicitation Only
IPR Solicitation Only
UW Contract Total This CY
$0.00
UW Contract Total Last CY
$0.00
UW Total tat CY • This CY
$0.00
Note
Addressee Information
Primary Contact
Secondary Contact
Primary Contact Addressee
Secondary Contact Addressee
Prinary Contact ERVIN,
Secondary Contact Employer
Primary Contact Role
Secondary COMB« Title
Primary Contact Employer
Secondary Contact Birthdate
Primary Contact Title
Primary Contact Nickname
CONFIDENTIAL
INT 000037
EFTA00102738
Address Information
Sitting Address
Formal Salutation Text
Address Standardization Status
Not Standardized - Incomplete Address
Casual Salutation Text
Copy Address
Additional Information
Parent Account
Website
Account Site
SIC Code
Annual Revenue
Ticker Symbol
Employees
Phone
Phone
Fax
Description
Prospect Intelligence
Major Donor Status
Open Major Gift
Donation Charts
Loading report chart...
Maddy Society Recognition
DO NOT LIST
Name
Madly Society
sI
Charter President's Club
Early Festival Mailing
Exclude from Early Footled
Malting
Loading report chart...
Combined (Hard + Soft) Giving Summary
YTD Combined Count
0
Lifetime Cash/In-Kind
$61,550.03
YTD Combined Amount
$0.00
Relationships
CONFIDENTIAL
INT 000038
EFTA00102739
Epstein Foundation's Relationships
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Create a Relationship
( MI Relationship Types
System Information
Created By
ICA-Aulomatbn. 8111/2010 5:14 PM
Last Modified By
Dave Loner. 2/12/2020 d 20 AM
PatronManagor Account ID
Opportunity Field History
1111&20104:52 PM
User ICA•Automation
Action Changed Donation Name from Epstein Foundation Donation • 08105/1996 to Epstein Foundation 53000.00 Single Donation 08/05/1996. Created.
Stage History
Received
Amount $1000.00
Probability (SS) 100%
Expected Revenue 53.000.00
Close Dale 81511996
Last Modhed KA-AutomatioD, 11/1820104:52 PM
Donation Designation Relationships (Opportunity)
DFR-397560
Designation 030004 President's Discretionary CLOSED to 040007
Designated Amount $3,000.00
Posted Date 8/511996 12:00AM
Reversed
Reversed Date
Reversal Posted Date
GL Debt Amount $0.00
GL Cre6l Amount $3,000.00
GL Net Amount $3,000.00
CONFIDENTIAL
INT 000039
EFTA00102740
• riots/. Windoty
• EM_Thil_ESg
• Expand All I COrlapSe All
Epstein Foundation $5000.00 Single Donation 03/17/1992
Donation Name
Epstein Foundation $5000.00 Single Donation 03/1711992
Donation Record Type
Single Donation
Account Name
Epstein Foundation
Type
Organization Gift
Dona
Epstein FOurldatiOn
Transaction Type
Donation
Donation Owner
ICA-AutOMMIOn
Probability (1/4)
100%
Amount
$5.000.00
Batch
Benefit Value
$0.00
Transmittal Typo
Cash
Tax-Deductible Amount
$5,000.00
Festival Sponsorship
Close Data
3/17/1992
Record ID
DON-476015
Stage
Received
Extemalld
1002704396
Primary Campaign SOW CO
Conversion Campaign
Online Gift
Segment Coda
Use Confirmation Code
Canadian Amount
Settlement Batch
Canadian Exchange Rate
First Event Date
Donor Primary Classification
I have included Intarlochen in
my will
GM Category (for The
Send KA estate planning
Campaign)
information
Hard Credit Velocity Score
2.0
"CurreM Trustee gift
Solt Credit Velocity Score
0.0
Soft Credit donor name(*)
Merchant Account formula
Description
Acknowledgment! Receipt Statue
Enhanced Acknowledgment
4) VPIIPR NonTruslee 5k-25k - ICA
Receipt Typo formula
Org Gift - ICA
Type
Enhanced Letter Status
Receipted
Not Receipted
Acknowledged
AcknOwledged
Receipt Date
Acknowledged Date
11/16/2010
Receipt Amount
Account Billing Address
Billing Street
Billing Address Update
Baling City
BlIong State
Billing Postal Code
Billing Country
Designations
Fund Group ICA Amount
$5,000.00
Fund Group INS Amount
$0.00
Fund Group Other Amount
50.00
Wiltean Designation
Designation Summary
Intedochen Fund (S5.000.00)
Total Donation Amount: 55,000
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Search Design'
000000 Box Cl
000001 Choco
1 000004 ICCA1
000006 Alumn
Gift has been posted (designations read-only unless reversed).
\ --DESIGNATIONS
CONFIDENTIAL
INT 000040
EFTA00102741
Recognition Preferences
On-Air Recognition
Read on Air
IPR Station
Donor Recognition formula
Donor Recognition CLO
Previous Donor Profile Info CLO
IPR First GM
AdditionM Comments
The Epstein Foundation
Payment Information
Payment Type
Check
Credit Card Type
Card Expiration Date
Card Number
Bank Name
Check Number
Check Date
ACM Account Number
ACN Routing Number
Stock Description
Stock Trade Date
Stock Nigh
Stock Low
Stock Median
$0.00
Mark as Anonymous
Recognition
Joint Recognition per Donor
IPR Region
Outside Listening Brea
Settlement Date
Posted
Posted Date
Refund Date
Reversed
Reverse Donation
Honor/Memorial Designation
Tribute
Brick Location
Honor/Memorial Typo
Brick text formula
Honor/Memorial Notification
Brick Line 1
Method
llonoriMemorial Person(s) to
Brick Line 2
Notify
Honor/Memorial Notification
Brick Line 3
Address
Honor/Mernorial Notification
Date
Honoree Name
Honor/Memorial Notification
Email
Honor/Memorsal Message
Brick Line 0
Brick Line 5
Brick Line 6
Matching Gift
Matching Organization
OrganizMon Verified
Organization Name - Donor
Matching Gift Form URL
Supplied
Projected Match Amount
Matching Close Date
Matching Status
This is a matching gift
Matching Gift Link
Create Matching Gift
Additional Information
Acct First Trx Date
11111968
Account Management
Account Not Under Management
Primary Classification
Deceased
3/16/1992 11.00 PM
Constituency Group
Foundation
FundAl Soma Cede
Clone For Next FY
Fiscal Year
1.992
Estate Gift
Exclude from THE 7.21.2012
Campaign
System Information
CONFIDENTIAL
INT 000041
EFTA00102742
Form Name
Created By
ICA-AutOnlatiOn. 11/1&2010 2.20 PM
Form ID
Hour of Day Formula
15
Source Code
Last Modified By
10/712015 6.28 PM
Sub Source
Pledge
Test Contact record
0
Donorship Update
0
BBMS Fee
$130.16
Donation Management
Donation Not Under Management
Reference Number Full
Transaction ID
Confirmation Code
Custom Links
For an Oft* all that Wag IfItAllelf41 tO *guayla
Fromnrnd I niter formula
Donation Contact Roles
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Showing Page 1 of 1
Act.onk Contact Name
Account Nome
Email
Role
Amount
Primary
L:
Iftiilf2a0213
Deno,
Full
<4 4 A A>
Account Information
Advancement Treat
Account Record Type
Organization
Account Nam*
Epstein Foundation
Active
v"
External ID
1231296
Account Owner
AnianYMOu.
Allegiance ID
Record ID
ACC-192240
Allegiance Business Type
Matches Employee Giving
Type
Foundation
Donation Summary Report
Donation Summary Report for Ns Amount
Foundation Type
Private
Recognition Name text
The Epstein Foundation
Industry
Task Summary Report
Task (Activity) StMlnaly Raped for this &enure
Account Management
Amount Not Under Management
Current CY Giving Club
No Giving Club
IPR Donor Current FY
0
Current CY Giving Club Manual
Acknowledgment Opt Out
Override
Previous CY Giving Club
No Giving Club
Year End Solicitation Only
Diving Club for Merge
Email Solicitation Only
Donor in Previous FY
0
IPR Solicitation Only
Average FY Giving Last 5 FY
$0
UW Contract Total This CY
$0.00
Priority Ticket Access
UW Contract Total Last CY
$0.00
Annual Fund Solkitalion Status
UW Total Last CY + This CY
$0.00
Mnual Fund Notes
Note
Giving Club for Ask
IPR Solicitation Status
IPR Mnual Fund Notes
IPR Giving Club for Ask
CEEB Code
Addressee Information
Primary Contact
Secondary Contact
Primary Contact Addressee
Secondary Contact Addressee
Primary Contact Email
Secondary Contact Employer
Primary Contact Role
Secondary Contact TAN
Mifflin), Contact Employer
Secondary Contact Birthdate
Primary Contact Title
Primary Contact Nickname
CONFIDENTIAL
INT 000042
EFTA00102743
Address Information
Sitting Address
Formal Salutation Text
Address Standardization Status
Not Standardized - Incomplete Address
Casual Salutation Text
Copy Address
Additional Information
Parent Account
Website
Account Site
SIC Cod.
Annual Revenue
Ticker Symbol
EmPloYlles
Phone
Phone
Fax
Description
Prospect Intelligence
Major Donor Status
Open Major Gift
Donation Charts
Loading report chart...
Maddy Society Recognition
CO NOT LIST
Name
Madly Society
v"
Charter President's Club
Early Festival Mailing
Exclude from Early Festival
Mailing
Loading report chart...
Combined (Hard + Soft) Giving Summary
YTD Combined Count
0
Lifetime Cash/In-Rind
$61,550.03
YTD Combined Amount
$0.00
Relationships
CONFIDENTIAL
INT 000043
EFTA00102744
Epstein Foundation's Relationships
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Relationship Types
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Create a Relationship
System Information
Ctented By
ICAaulornatton. 8'11120105:44 PM
Last Modified By
Dave Later. 2/12/2020 4.20AM
Patronliuroger Account ID
Opportunity Field History
1111 812 010 2:20 PM
User ICA-Automation
Achas Changed Donation Name from Epstein Foundation Donation • 03117(1992 to Epstein Foundation 35000.00 Single Donation 0311711992. Created.
Stage History
Received
Amount 35.000.00
Probability (%) 100%
Expected Revenue 35.000.00
Close Dale 3117(1992
Last Mocified KA-Automation. 1111812010 2:20 PM
Donation Designation Relationships (Opportunity)
OFR-301194
Designation 120332 Intedoehen Annual Fund
Oessgnated Amounl $5.000.00
Posted Date 311611992 11:00 PM
Reversed
Reversed Dale
Reversal Posted Dale
GL Debt Amounl $0.00
GL Credd Amounl $5.000.00
GL Net Amounl $5.000.00
CONFIDENTIAL
INT 000044
EFTA00102745
• rine/. Windett
• Punt
P*je
• Expand AA I Golan,* All
Epstein Foundation $8000.00 Single Donation 08/29/1996
Donation Name
Epstein Foundation 55000.00 Single Donation 08/29/1996
Donation Record Type
Single Donation
Account Name
Epstein Foundation
Type
Organization Gift
Donor
Epstein Foundation
Transaction Type
Donation
Donation Owner
ICA-AulOMMIOn
Probability (34)
100%
Amount
58,000.03
Batch
Benefit Value
$0.00
Transmittal Typo
Cash
Tax-Deductible Amount
$8,000.00
Festival Sponsorship
Close Date
8/29/1998
Record ID
DON-505190
Stage
Received
Extemaild
1002849683
Primary Campaign SOW CO
1996-1997 Annual Fund
Online Gift
Segment Code
Wee Confirmation Code
Canadian Amount
Settlement Batch
Canadian Exchange Rate
First Event Date
Donor Pnrnary Classification
I have included Interlochen in
my will
GM Category (for The
Send ICA estate planning
Campaign)
information
Hard Credit Velocity Score
2.0
"CurreM Trustee gift
Solt Credit Velocity Score
0.0
Soft Credit donor name(*)
Merchant Account formula
Description
Acknowledgment! Receipt Status
Enhanced Acknowledgment
4) VP/IPR NonTrustee 5k-25k - ICA
Type
Enhanced Letter Status
Acknowledged
Acknowledged
Acknowledged Date
11/18/2010
Account Billing Address
Billing Address Update
Designations
Fund Group ICA Amount
58,000.00
Fund Group IPR Amount
MOD
Fund Group Other Amount
$0.00
WAtean Designation
Designation Summary
Intedochen Fund (56.000.03)
Receipt Type formula
Dig Gift - ICA
Receipted
Not Receipted
Receipt Date
Receipt Amount
Billing Street
Bating City
Biting State
Billing Postal Code
Billing Country
Total Donation Amount: S8,000
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Search Designai
AVAILABLE DESIG
000000 Box CI
000001 Choco
0000O4 ICCA1
0000O6 Alumn
Gift has been posted (designations read-only unless reversed).
DESIGNATIONS
CONFIDENTIAL
INT 000045
EFTA00102746
Recognition Preferences
On-Air Recognition
Mark as Anonymous
Read on Air
Recognition
IPR Station
Joint Recognition per Donor
Donor Recognition formula
The Epstein Foundation
IPR Region
Outside Listening area
Donor Recognition CLO
Previous Donor Profile Info CLO
IPR First Gift
Additional Comments
Payment Information
Payment Typo
Check
Credit Card Type
Card Expiration Date
Cad Number
Bank Name
Chock Number
Chock Date
ACH Account Number
ACH Routing Number
Stock Description
Stock Trade Date
Stock High
Stock Low
Stock Median
MOD
Settlement Date
Posted
/
Posted Date
EV2901996 1200 AM
Refund Date
Reversed
Reverse Donation
RonoriMernorial Designation
Tribute
Brick Location
HonoriMomoriai Typo
Brick text formula
Honor/Memorial Notification
Brick Une 1
Method
HonoriMemorial Person(s) to
Brick Une 2
Notify
Honor/Memorial Notification
Brick UM 3
Address
Honor/Memorial Notification
Brick Une
Date
Honoree Name
Brick Une 5
Honor/Memorial Notification
Brick Une 6
Email
Honor/Memorsal Message
Matching Gift
Matching Organization
OrganizMon Verified
Organization Name - Donor
Matching Gift Form URL
Supplied
Projected Match Amount
Matching Close Date
Matching Status
ThS is a matching gift
Matching Gift Link
Create Matching Gift
Additional Information
Acct First Trx Date
1/1/1968
Constituency Group
Foundation
Account Management
Account Not Under Management
FundAl Source Code
UNSOLICITED: Unsolicited
Primary Classification
Clone For Next FY
Deceased
NEM Year
1.997
Estate Gift
Exclude from THE 7.21.2012
Campaign
System Information
CONFIDENTIAL
INT 000046
EFTA00102747
Form Name
Created By
ICA.AutomatiOn. 1111&20103:07 PM
Form ID
Hour of Day Formula
16
Source Code
Last Modified By
10/712015 5:19 PM
Sub Source
Pledge
Test Contact record
0
Ownership Update
0
DBMS Fee
$208.10
Donation Management
Donation Not Under Management
laoNance Number Full
Transaction ID
Confirmation Code
Custom Links
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Donation Contact Roles
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Showing Page 1 of 1
Actions Contact Name
Account Nom
Email
Rao
Amount
Priming
Ep:SlemFonglati20
gaffi0ilialgtgatigo
Donor
Full
Account Information
AdvanOIMOM Tradt
Account Record Type
OrganiZattal
Account Name
Epstein Foundation
Active
sr"
Account Owner
External ID
1231296
Anonymous
Allegiance ID
ROCOrd ID
ACC-192240
Allegiance Business Type
Matches Employee Giving
Type
Foundation
Donation Summary Report
Donation Summary Report for Pis Account
Foundation Type
Private
Recognition Name text
The Epstein Foundation
Industry
Task Summary Report
Task (ACtivIty)StaTiMaly Report !Or this Account
Account Management
Amount Net Under Management
Current CY Giving aub
No Giving Club
IPR Donor Current FY
0
Currant CY gluing Club Manual
Acknowledgment Opt Out
Override
Previous CY Giving Club
No Giving Club
Year End Solicitation Only
°Nina Club for Merge
Email Solicitation Only
Donor in Previous FY
0
IPR Solicitation Only
Average FY Giving Last 5 FY
$0
UW Contract Total This CY
$0.00
Priority Ticket Access
UW Contract Total Last CY
$0.00
Annual Fund Solicitation Status
UW Total Last CY• This CY
$0.00
Annual Fund Notes
Note
Giving Club for Ask
IPR Solicitation Status
IPR Annual Fund Notes
IPR Giving Club for Ask
CEEB Code
Addressee Information
Primary Contact
Secondary Contact
Primary Contact Addressee
Secondary Contact Addressee
Primary Contact Email
Secondary Contact Employer
Primary Contact Role
Secondary Contact Title
Primacy COMM! En1100y.,
Secondary Contact Etirthdate
Primary Contact Title
Primary Contact Nickname
CONFIDENTIAL
INT 000047
EFTA00102748
Address Information
Sitting Address
Formal Salutation Text
Address Standardization Status
Not Standardized - Incomplete Address
Casual Salutation Text
Copy Address
Additional Information
Parent Account
Website
Account Site
SIC Code
Annual Revenue
Ticker Symbol
ErndloYan
Phone
Phone
Description
Prospect Intelligence
Major Donor Status
Open Major Gift
Donation Charts
Loading report chart...
Fax
Middy Society Recognition
DO NOT LIST
M&111*
Middy Society
g,
Charter President's Club
Early Festival Mailing
Exclude !tom Early Festival
Mailing
Loading report chart...
Combined (Hard + Soft) Giving Summary
YTD Combined Count
0
Lifetime Caelginatind
$61,550.03
YTD Combined Amount
$0.00
Relationships
CONFIDENTIAL
INT 000048
EFTA00102749
Epstein Foundation's Relationships
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( MI Relationship Types
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System Information
Created By
ICAAulomalw. 8/112010 5'.44 PM
Last Modified By
Dave Omer. 2/12/2020 4 20 AM
PatronManager Account ID
Opportunity Field History
11/1612010 3:46 PM
User ICA•Automation
Acta, Changed Donation Name from Epstein Foundation Donation • 08/29/1996 to Epstein Foundation 33000.00 Single Donation 08/290996. Created.
Stage History
Received
Amount $8.000.00
Probability (%) 100%
Expected Revenue $8.000.00
Close Dale 812911996
Last Moditiml KA-Automation. 11/182010 3:47 PM
Donation Designation Relationships (Opportunity)
OFR-305750
DeSxgnatron 120332 Interlochen Annual Fund
Deserated Amount $8.000.00
Posted Dale 8291199612:00 AM
Reversed
Reversed Date
Reversal Posted Date
GL Debt Amounl $0.00
GL Cre61 Amounl $8.000.00
GL Net Amounl $8.000.00
CONFIDENTIAL
INT 000049
EFTA00102750
. tinge Wind011
• Pont_Thitelige
• Expand All I GorlapSe All
Epstein Foundation $10000.00 Single Donation 01/19/1995
Donation Name
Epstein Foundation 510030.00 Single Donation
Donation Record Type
Single 00185011
01/19/1995
Account Name
Epstein Foundation
Type
Organization Gift
Dona
Epstein Foundation
Transaction Type
Donation
Donation Owner
ICA-Automation
Probability (Y.)
103%
Amount
510.030.00
Balch
Benefit Value
$0.00
Transmrttal Type
Cash
Tax-Deductible Amount
510.000.00
Festival Sponsorship
Close Date
1119/1995
Record ID
DON 490733
Stage
Received
Eater:land
1002765538
Primary Campaign Source
1994-1995 Annual Fund
Online Gift
Segment Coda
User Confirmation Code
Canadian Amount
Settlement Batch
Canadian Exchange Rate
First Event Date
Donor Primary Classification
I have included Interlochen in
my will
Get Category (for The
Send CA estate planning
Campaign!
information
Hard Credit Velocity Score
2.0
"Current Trustee" gift
Soft Credit Velocity Score
0.0
Soft Credit donor runlets)
Merchant Account formula
Description
Acknowledgment! Receipt Status
Enhanced Acknowledgment
4) VPIIPR - NonTrustee 5k-25k - CA
Type
Enhanced Letter Status
Acknowledged
Acknowledged
Acknowledged Date
11/1812010
Account Billing Address
Billing Address Update
Designations
Fund Group ICA Amount
510.030.00
Fund Group IPA Amount
5000
Fund Group Other Amount
50.00
Writean Designation
Designation Summary
Inledochen Fund ($10.000.00)
Total Donation Amount: S10.000
(https://www.blackbaud.com/filesisupport/helpfiles/luminate.
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Search Design•
AVAILABLE DESIG
000000 Box Cl
000001 Choco
000004 ICCA
000006 Alumn
Gift has been posted (designations read-only unless reversed).
Receipt Type formula
Org
ICA
Receipted
Not Recopied
Receipt Date
Receipt Amount
Billing Street
Bitting City
Billing State
Billing Postal Code
Billing Country
ESIGNATIONS—
CONFIDENTIAL
INT 000050
EFTA00102751
Recognition Preferences
On-Air Recognition
Meek as Anonymous
Read on Air
Recognition
IPR Station
Joint Recognition per Donor
Donor Recognition formula
The Epstein Foundation
IPR Region
Outside Listening area
Donor Recognition CLO
Previous Donor Profile Info CLO
IPR First Gift
Additional Comments
Payment Information
Payment Type
Check
Credit Cara Type
Card Expiration Date
Cant Number
Bank Name
Check Number
Check Date
ACH Account Number
ACH Routing Number
Stock Description
Stock Trade Date
Stock High
Stock Low
Stock Median
MOD
Settlement Date
Posted
Posted Date
Refund Date
Reversed
Reverse Donation
Honor/Memorial Designation
Tribute
Brick Location
HonoriMemorial Type
Brick text formula
Honor/Memorial Notification
Brick Une 1
Method
Honor/Memorial Person(s) to
Brick Une 2
Notify
Honor/Memorial Notification
Stick Une 3
Address
HonorMernorial Notification
Brick Une
Date
Honoree Name
Stick UM S
Honor/Memorial Notification
Stick Une 6
Email
Honor/Memorsal Message
Matching Gift
Matching Organization
Organization Verified
Organization Name - Donor
Matching OM Form URL
Supplied
Projected Match Amount
Matching Clem Dale
Matching Status
This Is a matching gift
Matching Gift Link
Create Matching Gift
Additional Information
Acct First Trx Date
11111968
Account Management
Account Not Under Mithegethent
Primary Classification
Deceased
1/1911995 1200 AM
Constituency Group
Foundation
'modal Soutar Code
Clone For Next FY
Fiscal Year
1.995
Estate Gift
Exclude Iran THE 7.21.2012
Campaign
System Information
CONFIDENTIAL
INT 000051
EFTA00102752
Form Name
Form ID
Source Code
Sub Source
Test Contact record
BBMS Fee
Rotetenee Number Full
Transaction ID
Confirmation Code
Custom Links
Donation Contact Roles
0
$260.06
Created By
ICA-Aul0MatiOn. 11/18:2010 3.04 PM
Hour of Day Formula
16
Last Modified By
10(7/2015 5.54 PM
Pledge
Ownership Update
0
Donation Management
Donation Not Under Management
FIX an online gift that Wa, In1PMNA to *WS
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4.4 < s as Edit Contact ROMS
Showing Page 1 of 1
Actions Contact Name
Account Name
Email
Role
Amount
Primary
Ed t
EUSIOul FOunditton
Ep,tUal_roungatc0
DatOr
Full
<4 < > >>
Account Information
AdvancomoM TM*
Account Record Type
Organization
Account Name
Epstein Foundation
Active
Account Owner
External ID
1231296
AnianYmou.
Allegiance ID
Record ID
ACC-192240
Allegiance Business Type
Matches Employee Giving
Type
Foundation
Donation Summary Report
Donation Summary Repoli For ties Account
Foundation Typo
Private
Recognition Name text
The Epstein Foundation
Industry
Task Summary Report
Task (Activity) Stanmaty Report fOr this Account
Account Management
Account Not Under Management
Current CY Giving Club
No Givkig Club
IPR Donor Current FY
0
Currant CY Olving Club Manual
AcknowledgmeM Opt Out
Override
Previous CY Giving Club
No Giving Club
Year End Solicitation Only
Giving Club for Marge
Email Solicitation Only
Donor in Previous FY
0
IPR Solicitation Only
Average FY Giving Last 5 FY
$0
UW Contract Total This CY
$0.00
Priority Ticket Access
UW Contract Total Last CY
$0.00
Annual Fund Solicitation Status
UW Total tat CY • The CY
$0.00
Annual Fund Notes
Note
Giving Club for Ask
IPR Solicitation Status
IPR Annual Fund Notes
tPR Giving Club for Ask
CEEB Code
Addressee Information
Primary Contact
Secondary Contact
Primary Contact Addressee
Secondary Contact Addressee
Primary Contact Email
Secondary Contact Employer
Primary Contact Role
Secondary Contact Tide
Primary Contact Employer
Secondary Contact Birthdate
Primary Contact Titre
Primary Contact Nickname
CONFIDENTIAL
INT 000052
EFTA00102753
Address Information
Billing Address
Address Standardization Status
Not Standardized - Incomplete Address
Copy Address
Additional Information
Parent Account
Account Site
Annual Revenue
Phone
Phone
Description
Prospect Intelligence
Major Donor Status
Open Major Gin
Donation Charts
Lifetime Giving by Contact Role
$61.550.00: M0%
Sum of Taxaoductiblo Amount
Formal Salutation Tail
Casual Salutation Text
Webstte
SIC Code
Ticker Symbol
Employees
Fax
Maddy Society Recognition
DO NOT LIST
Name
Maddy Society
Charter President's Club
Early Festival Mailing
Exclude from Early Pestle/0
Malting
Lifetime Giving by Fund Group
$40.000.00
$30,000.00
$20.000 00
$10.000 00
$0.00 4--
S23.000 CC
Epstein Foundation
$33.550.00
■ Sum of Fund Gram ICA Amount
■ Sum of Fund Group IPR Amount
■Sun of Fund Group Other Amount
As of Today at 12:56 PM
As M Today at 12:56 PM
Refresh
Refresh
Combined (Hard + Soft) Giving Summary
VTD Combined Count
0
Relationships
Lifetime Caswlna0nd
$61550.00
YID Combined Amount
$0.00
CONFIDENTIAL
INT 000053
EFTA00102754
Epstein Foundation's Relationships
_ffittps://www.blackbaud.comifilesisupportihelpfilesNuminate<rmiLuminate CRM.htrriltrcshid v4444)
View All (hupc.//infonlochen..
cyna47.visual.force.com/apexiRelationshinSgetAccou
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Create a Relationship
( MI Relationship Types
System Information
Brasted By
ICA-Automatbn. 6111(20105:44 PM
Last Mtn died By
Dave linter. 2/12/2020 20AM
PatronManapot Account ID
Opportunity Field History
11/18/2010 3:04 PM
User ICA•Automation
Action Changed Donation Name from Epstein Foundation Donation • 01/1911995 to Epstein Foundation 310000.00 Single Donation 01(19(1995. Created.
Stage History
Received
Amount 310.000.00
Probability (%) 100%
Expected Revenue 310.000.00
Close Date U19/1995
Last MOMS IDAIhdranallsto. 11 /18.2010 3:04 PM
Donation Designation Relationships (Opportunity)
DFR-245206
Designation 120332 Interfochen Annual Fund
oesrgnated Amount $10.000.00
Posted Date 1119/199512:00 AM
Reversed
Reversed Date
Reversal Posted Date
GL Debt Amount $0.00
GL Credrt Amount $10.000.00
GL Net Amount $10.000.00
CONFIDENTIAL
INT 000054
EFTA00102755
. rine/. VMdOsy
• Porg_ItatFlagg
• Elean_d_M I caliastM
Epstein Foundation $10400.00 Single Donation 08105/1996
Donation Nan*
Epstein Foundation $10400.00 Single Donation
Donation Record Type
Smote Donation
06/05,1996
Account Name
Epstein Foundation
Type
Organization Gift
Donor
Epstein Foundation
Transaction Type
Donation
Donation Owner
ICA-Automation
Probability (V.)
103%
Amount
$10.400.00
Batch
Benefit Value
$0.00
Transmittal Type
Tax-Deductible Amount
110.400.00
Festival Sponsorship
Close Date
81511996
Record ID
DON-519356
Stage
Received
Externadd
1032854501
Primary Campaign SOUICO
1996-1997 Annual Fund
Online Gift
Segment Code
User Confirmation Code
Canadian Amount
Settlement Batch
Canadian Exchange Rate
First Event Date
Donor Pnmary Classification
I have included Intedochen in
my will
Gat Category (for The
Send ICA estate planning
Campaign)
information
Hard Credit Velocity Score
2.0
'torrent Trustee gift
Soft Credit Velocity Score
0.0
Soft Credit donor name(s)
Merchant Account formula
Description
ADJUSTMENT
Acknowledgment! Receipt Status
Enhanced Acknowledgment
4) VPIIPR - NonTruslee 5k-25k - ICA
Receipt Type formula
Org Gift - ICA
Type
Enhanced Letter Status
Receipted
Nol Receipted
Acknowledged
Acknowledged
Receipt Date
Acknowledged Date
1111W2010
Receipt Amount
Account Wiling Address
Billing Street
Billing Address Update
Bating City
Billing State
Billing Postal Code
Billing Country
Designations
Fund Group ICA Amount
$0.00
Fund Group tPR Amount
5000
Fund Group Other Amount
$10400.00
Writean Designation
Designation Summary
Designated Funds CLOSED (S10,41E0.00)
Total Donation Amount: S10.400
(https://www.blackbaud.com/files/support/helpfiles/luminate.
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Search Designa•
AVAILABLE DESIG
000000 Box 01
000001 Choco
000004 ICCA
000006 Alumn
Gift has been posted (designations read-only unless reversed).
ESIGNATIONS—
CONFIDENTIAL
INT 000055
EFTA00102756
Recognition Preferences
On-Air Recognition
Read on Air
IPR Station
Donor Recognition formula
Donor Recognition CLO
Previous Donor Profile Info CLO
IPR First Gift
AddillonM Comments
The Epstein Foundation
Payment information
Payment Type
Non-Cash
Credit Card Type
Card Expiration Date
Card Number
Bank Name
Check Number
Check Date
ACH Account Number
ACM Routing Number
Stock Description
Stock Trade Date
Stock High
Stock Low
Stock Median
MOD
Mark as Anonymous
Recognition
!CAM Recognition per Donor
IPR Region
Settlement Date
Posted
Posted Date
Relund Date
Reversed
Reverse Donation
Honor/Memorial Designation
Tribute
Brick Location
HonoriMemorial Typo
Brick text formula
Honor/Memorial Notification
Brick Unet
Method
Honor/Memorial Person(s) to
Brick Une 2
Notify
Honor/Memorial Notification
Brick Unto 3
Address
HonorMcmorial Notification
Brick Une
Date
Honoree Name
Brick Une 5
Honor/Memorial Notification
Brick Une 6
Email
Honor/Noma-sal Message
Matching Gift
Matching Organization
Organization Verified
Organization Name - Donor
Matching Gift Form URL
Supplied
Projected Match Amount
Matching Close Dale
Matching Status
This is a matching gift
Matching Gift Link
Create Matching Gift
Outside Listening area
B.V1996 12:0DAM
Additional information
Acct First Trx Date
1/1/1968
Constituency Group
Foundation
Account Management
Account Not Under Management
FundAl Source Code
UNSOLICITED: Unsolicited
Primary Classification
Clone For Next FY
Deceased
Fiscal Yeas
1.997
Estate Gift
Exclude from THE 7.21.2012
Campaign
System Information
CONFIDENTIAL
INT 000056
EFTA00102757
Form Name
Created By
ICA•Automalion. 11115'20104.52 PM
Form ID
Hour of Day Formula
17
Source Code
Last Modified By
10/7/2015 4.56 PM
Sub Source
Pledge
Test Contact record
0
Donorship Update
0
BBMS Fee
$270.45
Donation Management
Donation Not Under Management
Reference Number Full
Transaction ID
Confirmation Code
Custom Links
Fix an online raft that wag InlAiViarl to *gay's
F rbhAntad I Alter formula
Wedge
Donation Contact Roles
«
< s a, Edit Contact ROM S
Showing Page 1 of 1
Actions Contact Name
Account Nam
Email
Rol*
Amount
Primary
Epstein F0undbkon