Constituency Types

Alumnus

If you are an educational organization and you designate an educational institution as affiliated in Administration, when you select a status of “Graduated”, this constituency appears under Active constituencies on the constituent record as a link to the alumnus page. For information, see Student and Alumnus Page.

Board member

From the Constituencies tab, you can add this constituency to a constituent and enter start and end dates. When you add the constituency, it appears under Active constituencies on the constituent record as a link to the Constituencies tab.

When the end date passes, the constituent automatically becomes a Former board member.

Committee

When you add a committee, you actually add a group with this constituency. Committee groups have all of the group functionality, but can optionally also be event coordinators and solicitors. On the group page for a committee, you can manage the basics for the group, such as group membership. On the Committee page for the group, you can view and manage details about the committee.

Committee member

When you add a constituent to a committee, the constituent is assigned this constituency.

Donor

When you add a revenue record for the constituent, the program automatically adds this constituency to the Constituencies tab of the constituent record. You can configure the constituency of Donor to apply only to constituents who donate within a specified period of time, such as of a certain date or within a certain number of years.

Tip: The giving must also meet the scope of your organization's default revenue filter.

The constituency appears under Active constituencies on the constituent record as a link to the Revenue Information page for the constituent. For information about the Revenue Information page, see Revenue and Recognition.

Event registrant

When you add a constituent as an event registrant or a guest from Events, the program automatically adds this constituency to the Constituencies tab of the constituent record. On the constituent record, the constituency appears under Active constituencies and under View as on the explorer bar as a link to the Event Registrant page for the constituent.

For information about the Event Registrant page, see the Events Guide.

Fundraiser

You can add this constituency to a constituent from the Constituencies tab and enter start and end dates. When the end date passes, the constituent automatically becomes a Former fundraiser.

When you add a constituent as a fundraiser in Prospects, the program automatically adds this constituency to the Constituencies tab of the constituent record. On the constituent record, the constituency appears under Active constituencies and under View as on the explorer bar as a link to the Fundraiser page for the constituent. For information about the Fundraiser page, see the Prospects Guide.

Major giving prospect

You can add this constituency to a constituent from the Constituencies tab and enter start and end dates. When the end date passes, the constituent automatically becomes a Former major giving prospect.

When you add a constituent as a prospect in Prospects, the program automatically adds this constituency to the Constituencies tab of the constituent record. On the constituent record, the constituency appears under Active constituencies and under View as on the explorer bar as a link to the Prospect page for the constituent. For information about the Prospect page, see the Prospects Guide.

Member

When you add an active membership to a constituent, the program automatically adds this constituency to the Constituencies tab of the constituent record. You can also add this constituency to a constituent from the Constituencies tab and enter start and end dates. On the constituent record, the constituency appears under Active constituencies and as Memberships under More information as a link to the Memberships page for the constituent. This page displays all membership information and activity for the constituent.

For information about the Memberships page, see the Memberships Guide.

Planned giver

You can add this constituency to a constituent from the Constituencies tab and enter start and end dates.

When you add a constituent as a major giving prospect in Prospects and assigned a planned gift plan type with an accepted planned gift, the program automatically adds this constituency to the Constituencies tab of the constituent record. On the Planned Gifts tab of the Revenue Information page of a constituent, you can view the planned gifts of a constituent. For information about planned gifts, see the Prospects Guide.

Recognized donor

When you include a constituent in a recognition program, the program automatically adds this constituency to the Constituencies tab of the constituent record when you run the recognition process. You can also add this constituency to a constituent from the Constituencies tab and enter start and end dates. For information about recognition programs, see Recognition Programs.

On the Revenue and Recognition page of a constituent, you can view the giving recognition of a constituent. For information about the Revenue and Recognition page, see Revenue and Recognition.

Relation only

When you add the constituent as a relationship of another constituent, and there is no other constituency assigned, the program automatically adds this constituency to the Constituencies tab of the constituent record. The constituency appears under Active constituencies on the constituent record as a link to the Relationships page for the related constituent.

When you add another constituency to the constituent, the program automatically removes the “Relation only” constituency.

Sponsor

When you add a constituent as a sponsor in Sponsorship, the program automatically adds this constituency to the Constituencies tab of the constituent record. You can also add this constituency to a constituent from the Constituencies tab.

For information about Sponsorship, see the Sponsorship Guide.

Sponsorship donor

When you add a constituent as a sponsor in Sponsorship and the sponsor is making a gift of sponsorship, the program automatically adds this constituency to the Constituencies tab of the constituent record. You can also add this constituency to a constituent from the Constituencies tab.

For information about Sponsorship, see the Sponsorship Guide.

Sponsorship recipient

When a constituent makes a gift of sponsorship in Sponsorship, the program automatically adds this constituency to the Constituencies tab of the gift recipient’s constituent record. You can also add this constituency to a constituent from the Constituencies tab.

For information about Sponsorship, see the Sponsorship Guide.

Staff

From the Constituencies tab, you can add this constituency to a constituent and enter start and end dates. When you add the constituency, it appears under Active constituencies on the constituent record as a link to the Constituencies tab.

When the end date passes, the constituent automatically becomes Former staff.

Student

If you are an educational organization and you designate an educational institution as affiliated in Administration, when you select a status of “Currently attending” or “Incomplete” on the primary education history record of an individual constituent, this constituency appears under Active constituencies on the constituent record.

If you select a status of “Currently attending”, you can select the constituency to access the student page. For information, see Student and Alumnus Page.

If you select a status of “Incomplete”, a date range appears to display the time the constituent attended the institution.

Vendor

When you assign a constituent as a vendor from an expense report in Events, the program automatically adds this constituency to the Constituencies tab of the constituent record. On the constituent record, the constituency appears under Active constituencies and under View as on the explorer bar as a link to a grid that displays the budgeted expenses for the vendor. From the grid, you can also access records of the events associated with the vendor.

For information about event records and vendor expenses, see the Events Guide.

Volunteer

You can add this constituency to a constituent from the Constituencies tab and enter start and end dates. When the end date passes, the constituent automatically becomes a Former volunteer.

When you add a constituent as a volunteer in Volunteers, the program automatically adds this constituency to the Constituencies tab of the constituent record. On the constituent record, the constituency appears under Active constituencies and under View as on the explorer bar as a link to the Volunteer page for the constituent. For information about the Volunteer page, see the Volunteers Guide.