Another way to find a constituent in Davie besides the main lookup ID. Ex: GAA Life Member Number, GAA Key Ring Number.

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 … Read more

Plan steps, event registrations, memberships, (contact reports).

Located in the Marketing and Communications area of Davie, process backed up by specific queries for each site. Running the process creates a list of donors to be thanked for their gifts. Each site may have multiple processes, depending upon … Read more

The device (letter, postcard, phone call) that thanks the donor for his/her gift.

The constituent being thanked for a gift.

An accepted opportunity status signifies that the prospect confirms that he/she will contribute based on the solicitation. This does not necessarily mean the gift or pledge is booked. Gift services staff can link an accepted opportunity to incoming revenue. The … Read more

Lasts for one year, generally applied to gifts of less than $25,000.

An alias is a secondary identification or acronym used to identify a constituent. For example, an alias for Business Information Systems may be BIS and an alias for a constituent may be a stage name or a known name while … Read more

A correction to the constituent, coding, amount, or type (ex: hard to recognition credit) of a donation. Adjustments can be presented by donors or internal staff.