This represents the address on the constituent’s record where the constituent prefers to receive mail. Constituents also have primary/preferred email addresses and phone numbers. All primary contact information for a constituent is displayed in the Constituent Summary Box.

An item offered to a constituent to encourage them to give a gift or purchase a membership or for stewardship purposes. Premiums that are included in the mail package are called front-end premiums. Premiums that the constituent must request are … Read more

Information about a participant choice for an event. Ex: food sensitivities, food preferences, parking preferences, etc.

The process by which gifts are placed on the general ledger for accounting purposes.

Are ways to categorize pledges as book-able or non-book-able.

Sends a reminder to any constituent with an overdue or outstanding balance on a pledge. By reminding constituents to pay pledges, this will improve the financial return of a pledge to the organization.  A reminder generates for each pledge a … Read more

A pledge is a promise to make a donation to the organization. For example, a constituent may pledge to give $1,000 to the organization in response to an appeal card sent to all constituents as part of a campaign. Record … Read more

This refers to a step in the future. You may place an unplanned contact report on a planned step but you cannot complete the step through a contact report.

Proposal – The Fundraiser is actively updating and modifying the planned gift commitment. It is in the beginning stages of the opportunity and has not been solidified. Response Pending – The planned gift commitment has been provided to the prospect … Read more

The description of the purpose and duration of a plan as follows: Qualification – qualify for interest/capacity; Annual Giving – 1 year for less than $25,000; Major Giving – 2-3 years, for $25,000 to $5,000,000; Principal Giving – up to … Read more