Personal suffix, such as Sr., Jr., III, IV, etc.

A specific sub-purpose or minor objective for fundraising commitments/efforts; see priority.

A drop down menu to further define the type of stock gift received.

A constituent who receives stewardship reports for a Purpose annual. Typically, this is the principal donor or members of their family.

A step is considered a move within a prospect plan. A step can be an interaction. A series of steps can be loaded into a prospect plan by plan outline. Steps consist of the objective, the user assigned, expected and … Read more

Someone who has an interest in the organization – can be a donor, staff member, volunteer or a board member.

Associated with a step in a plan. Indicates the prospect’s place in the solicitation cycle. Refer to the Carolina Relationship Cycle for more information about stages.

A gift that is split amongst two or more designations; can be by amount or percentage. The gift is entered as on revenue record and not as separate gifts.

The restriction of a query to a specific type of records, such as a constituent, gift, or event records.  All queries are based upon a specific source view.

A group of letters or numbers (or combination of letters and numbers), usually placed on order forms or reply cards, to help mailers know the source of each order, and therefore measure the effectiveness of their mailing lists, offers, creative, … Read more