Opportunity status is: response pending; the pending ask amount is the actual ask amount.

Track basic projected payout information using these fields. For example, annuity payouts change annually. Using the fields in the Payouts frame, you can track this information.

If you want to track the planned gift payout using a percentage of the gift amount enter the percentage here.

If you want to track the planned gift payout using the amount of the gift paid enter the amount here (the full year’s payment for a fixed-payment gifts).

The type of revenue record such as pledge or recurring gift.

A payment record contains information about the application of a payment given by a constituent. This information includes the payment amount and date, the receipt amount, the batch number (if applicable), the general ledger post status and date, and the … Read more

The method of payment that is received such as cash, credit card or check for a revenue record.

Incoming revenue that is entered into Davie.

This represents an organization’s relationship to its parent company. An organization that has one or more subsidiaries, as in a corporate hierarchy. In Davie, a subsidiary organization constituent can be linked to a parent organization constituent by populating the Parent … Read more

Constituent is the parent of a former UNC student.