Before you add a constituent group record to the database, you must define the types of constituent groups used at your organization, such as giving circles and family foundations. To view or manage your constituent group types from Prospects, click Constituent group types. The Constituent Group Types page appears.
Under Constituent group types, your constituent group types appear. For each type, you can view its description, whether the group may be a donor, whether to include gifts from members as revenue from the group, and whether the group type is active. To display inactive group types, click Filter, select Include inactive and click Apply.
From the grid, you can add and manage your organization’s constituent group types.