Category: Glossary
Associated Revenue
A prospect’s commitment in response to a solicitation. Fundraisers can associate revenue with an opportunity when the opportunity has a status of Accepted and the pledge, gift, grant, matching gift claim or planned gift has been booked in Davie.
Ask Ladders
Identifies the gift ask amounts that are provided on the response device; also known as ‘gift strings’. You can create ask ladders, a set of fixed or calculated ask amounts included on a response device that is based on a donor/prospect’s giving history. You can assign ask ladders to segments in a mailing to ensure each segment member receives the appropriate ask ladder on their mailing. You can also create an ask ladder override to apply a different ask ladder to members of a selection rather than the one specified for their mailing segment. You can create Ask Ladder Response Reports to track the performance of ask ladders.
Ask
The solicitation of a gift from a prospect. May be a written proposal or a verbal gift conversation.
Appeal
A method of solicitation tracked in Davie.
– Umbrella term for overall solicitation; Can be associated with Designation(s), Fundraising team, Benefits, Documentation; Rollup reporting for multiple efforts in a marketing campaign or timeframe.
Given Anonymously
A gift that a donor has requested be anonymous at the transaction level and should not be part of the constituent’s donor recognition for public view without their consent.
Constituent Gives Anonymously
A constituent record whose identity is known but the constituent has requested no public acknowledgement for their gifts and should not be listed on any honor rolls.
Alumnus Constituency
Attended as a fulltime undergraduate student for at least one semester at UNC.
Alternate Lookup Id
Another way to find a constituent in Davie besides the main lookup ID. Ex: GAA Life Member Number, GAA Key Ring Number.
Ad hoc Query
Query that can be defined by the user to extract and manipulate data for specific purposes. Queries allow users the ability to select, group, and list records that meet a set of conditions defined in the criteria that are pulled from nodes (data tables). Ad-hoc queries serve two main purposes. A way to see data filtered to the department’s needs as well as produce selections for use in other processes throughout the program.
Activities
Plan steps, event registrations, memberships, (contact reports).