Constituencies

A constituency defines the affiliation a constituent has with your organization. From the Constituencies page, you can view and manage the available constituencies. To access the Constituencies page from Constituents, select Constituencies under Configuration.

On the Constituencies tab, you can view and manage your donor constituency criteria and configure your other constituencies.

Under Donor constituency criteria, you can configure when the program applies the constituencies of Donor, Loyal donor, and Major donor to a constituent. For information about how to configure the Donor constituencies, see Edit the Donor Constituencies Criteria.

Note: When a constituent first makes a donation, the program automatically applies a constituency of Donor to the constituent. For information about how to configure the Donor constituency to apply to only constituents who donate within a specified period of time, such as of a certain date or within a certain number of years, see Edit the Donor Criteria for Lifecycle Values.

Under Constituencies, you can change the order constituencies appear on reports and record summaries. For example, to display the Board member constituency before the Volunteer constituency, you can move Board members above Volunteer in the list of constituencies. For information about how to change the constituency order, see Edit Constituency Order.

You can also edit the display name of a constituency. For example, if your organization uses the term “docent” instead of “volunteer,” you can change the Volunteer constituency to display Docent. When you change the display name, the original program or user-defined name appears in the Constituency column. For information about how to edit the display name, see Edit Constituency Display Name.

From the VSE constituencies tab, colleges, universities, and private secondary schools can map individual and organization constituencies to the constituencies of the Voluntary Support of Education (VSE) Survey. To determine how the VSE Survey Report handles revenue from constituents with multiple constituencies, your organization can also sort the VSE constituencies in order of importance. The program uses these constituencies to generate the VSE Survey Report.

For information about the VSE Survey Report, see the Fundraising section of the help file.