A chart that records the organizational structure of each development “shop” in order for the menus and reports to function accurately.

A type of constituent record that exists in the database — organization records that track important data pertaining to the companies, businesses, foundations, schools, and other organizations in Davie.

Aligns with campaign priorities. Currently not in use.

Signifies the stage of the cultivation or solicitation. See terminology for Prospects and Fundraising.

The opportunity amount ranges are used in Major Giving to classify the prospect’s giving opportunity potential. A default set of amount ranges are included in the program, but can be adjusted to the ranges as necessary.

An opportunity is the location within the plan where a fundraiser records the proposal for the prospect – the amount and designation of the solicitation. An opportunity can have more than one solicitation associated with it. If you are working … Read more

A re-occurring pledge without an end date.