Glossary

Plan template used by development officers working with corporations or foundations.

A communication with a constituent usually via mail. This is not a solicitation, which would be tracked as an appeal.

This metric signifies the amount of money it costs to acquire one dollar from the donor.

Cost to produce each individual mail piece in a promotional mailing. Usually includes writing, design, printing, list rental and postage. Calculated by dividing total costs by the number of pieces mailed.

One of the most common measurements in advertising and direct marketing. This metric tells the marketer how much he or she must spend to communicate a message to one thousand people. The M in CPM stands for Mille, the Roman numeral used to represent 1,000.

The art or copy that can be stored in Blackbaud CRM to access in the future.  This storage area allows a nonprofit to identify the vendor utilized to create the creative.

The type of card the UNC will take for credit card processing.

Constituent relationship management. Davie is a CRM-based system created by Blackbaud.

The process of involving a prospect with an organization’s people, programs, and plans; activities that lead to an ask. Activities may include events, committee participation, and/or visits with major gift officers to foster a relationship in preparation for a future solicitation.

Written plan of activities that will be undertaken to build a relationship with an assigned prospect. The result would be a major gift solicitation. Results must be kept up-to-date.

The modification of the system or a functionality to meet a very specific need.

The storage categorization of data (from the constituent database) that is denormalized /or ‘flattened’ to make complex calculations quickly; data is accessible through a query function.

The ability to keep a donor from being coded at a lower giving level of a recognition program.

Check this box when donor has specifically requested that he/she not be included in the recognition program. Checking this box prevents the donor from being coded for the entire program although they may have a qualifying gift.

The prospect has declined to meet with the fundraiser after a specific request has been made.

A constituent who has made gift(s) to the University and/or associated foundations while requesting that their identity not be revealed, even internally.  For questions regarding anonymous constituents and/or their giving, please contact the executive director of donor relations at University Development.

The four levels of degrees offered at UNC — Undergraduate, Graduate, Professional and Certificate

The mechanisms by which specific funds and fundraising initiatives are grouped together. Defines how the revenue received should be applied to fundraising purposes.  A designation is the primary method by which revenue is mapped to the general ledger within Davie (Also known as Purpose).

A visual representation of the organizational structure of the fundraising purposes.  The campus can manage a single specific hierarchy from its highest level fundraising purpose. For example, if a campaign is the highest level of a hierarchy, a Hierarchy tab is available on the campaign from which the organization can access all child designations for it and add new ones.

Alert placed on contact information in Davie. An address is marked no contact when it is no longer valid. This does not necessarily mean the constituent has requested no contact.