Any event that is a child of another event.  An example of a sub-event would be the Saturday Luncheon of the Alumni Weekend Event.

Professional titles, such as DDS, MD, Esq, etc.

Personal suffix, such as Sr., Jr., III, IV, etc.

A specific sub-purpose or minor objective for fundraising commitments/efforts; see priority.

A drop down menu to further define the type of stock gift received.

A constituent who receives stewardship reports for a Purpose annual. Typically, this is the principal donor or members of their family.

A step is considered a move within a prospect plan. A step can be an interaction. A series of steps can be loaded into a prospect plan by plan outline. Steps consist of the objective, the user assigned, expected and … Read more

Someone who has an interest in the organization – can be a donor, staff member, volunteer or a board member.

Associated with a step in a plan. Indicates the prospect’s place in the solicitation cycle. Refer to the Carolina Relationship Cycle for more information about stages.

A gift that is split amongst two or more designations; can be by amount or percentage. The gift is entered as on revenue record and not as separate gifts.