Helpdesk software utilized by the Davie Training and Support Team for tracking requests for assistance and system suggestions.

Contact method – A meeting with other University staff or faculty to discuss plan elements. This could be a strategy session.

Located on the Constituent view (personal tab), this is the hobbies or avocations of constituents. Fundraisers can add interests.

An interaction is an activity that takes place with a constituent outside of a prospect plan. Interactions may be entered on any constituent. The list of interactions for a prospect includes completed and pending steps on plans as well as … Read more

People with whom a constituent is associated including spouse, friend, family member, employer or business associate.

A type of constituent record that exists in the database. Individual records that maintain information on people in the database.

Constituents are marked inactive for the following reasons: relation only records such as children, spouses, parents, and employers that do not have any other connection to UNC; the constituent’s mail was returned by the Post Office as undeliverable and we … Read more

The process of finding and selecting constituents that have the financial capacity and propensity to give a major gift; the first stage in the prospect pipeline. The prospect researcher and/or fundraiser investigates wealth, biographical, family, and philanthropic information of individuals … Read more