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iSupport

November 10, 2014

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

Internal meeting

November 10, 2014

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

Interest

November 10, 2014

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

Interaction

November 10, 2014

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 … Continued

Individual Relationship

November 10, 2014

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

Individual Constituents

November 10, 2014

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

Inactive

November 10, 2014

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 … Continued

Identification

November 10, 2014

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 … Continued