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UNC Constituent Profile Report

November 17, 2014

Similar to the Data Support Sheet in Advise. This report allows you to choose which information about the constituent you wish to view. The report can be saved in several formats and edited once it has been downloaded.

Tributee

November 17, 2014

The constituent being honored/memorialized by a tribute gift. The tributee must have a record in Davie.

Tribute

November 17, 2014

A donation made in honor/memory of another person. Tributees are records in the system and tributes in their honor/memory are aggregated on that record.

Title 2

November 17, 2014

Salutation titles such as Judge, Reverend, Mr., Ms. etc.

Title 1

November 17, 2014

Mr., Ms., Mrs., The Honorable, Dr., etc.

Tax ID Number

November 17, 2014

A non profit’s identifying number with the Internal Revenue Service. Used to track trusts, enter the trust’s tax ID number.

Task

November 17, 2014

Contact method. Other activities necessary to the completion of a plan. For example, this could be the drafting of a gift agreement, entering a research request, or creating a planned gift scenario for a prospect.

Target Amount

November 17, 2014

The amount of the gift that will be requested from a prospect during solicitation.

Sub Events

November 17, 2014

Any event that is a child of another event.  An example of a sub-event would be the Saturday Luncheon of the Alumni Weekend Event.

Suffix 2

November 17, 2014

Professional titles, such as DDS, MD, Esq, etc.