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Proposal

November 12, 2014

A written request for a gift.  

Property Subtype

November 12, 2014

A drop-down menu for identifying types of property.

Property

November 12, 2014

A gift of real estate or property made to the organization.

Propensity

November 12, 2014

The likelihood, or assessment of willingness, that a prospect will give.

Priority (Blackbaud CRM)

November 12, 2014

Specific purpose or objective for fundraising commitments/efforts; see sub-priority.

Principal Gifts Prospects

November 12, 2014

Constituents that have been identified who have the potential to make a principal gift to UNC and is being cultivated by the Principal Gift office.

Principal Gifts

November 12, 2014

$5 million or more and spans 5 year timeframe.

Primary Plan Manager

November 12, 2014

The owner and creator of a plan. The primary manager is responsible for a prospect plan and is often the prospect manager.  A prospect can have multiple plans with a primary manager assigned to each plan.

Primary Member

November 12, 2014

One member of the membership is indicated as the Primary Member. For joint memberships this is the constituent record that data will be pulled from for the purposes of renewal notices.