Groups are comprised from “grouping” constituent records. Groups contain individual records. An example of a group may be friends or relatives who interact or donate to the University together but are not part of the same household. Committees and board … Read more

Grants provide money, equipment, or both to eligible organizations to carry out approved projects or activities. Grants in Davie should only reflect awards from private sources.

Target amount of commitments for a campaign, fundraising team, opportunity or a designation.

The final step in the deployment of the Blackbaud CRM product to UNC Davie. UNC-CH “went live” with Davie in July of 2013.

The overall picture of the types of projects and programs that a donor has supported historically.

Gift in Kind (See Gift in Kind).

A drop-down menu which may be used to identify the type of gift-in-kind.

Identifies the type of gift associated with a planned gift commitment.

A drop down menu defined by your organization to further define the type of gift or revenue. This is often helpful when using the revenue type of “Other” to define what other may mean at your organization for that particular … Read more

How the gift was given – stock, cash, credit card, etc.