Constituencies

Constituencies define the affiliations your constituents have with your organization. A constituent can have multiple constituencies, and these relationships can start and end and overlap. For example, a constituent may first become a donor in your database and remain a donor for an undetermined length of time. The constituent may later become a volunteer for your organization, but for only six months. You can use constituencies to define these relationships and group similar constituents in queries, mailings, and reports. To view the constituencies of a constituent, select the Constituencies tab.

Under Constituencies, the constituencies of the constituent appear. The program may automatically add a constituency to a constituent, such as volunteer. For information about the constituencies that may appear, see Constituency Types.

Note: If you add a constituent group as a committee, the constituency of Committee appears.

From the Constituencies grid, you can add and manage the constituencies for a constituent.

Your organization can configure criteria the program can use to assign lifecycle values to constituents based on their overall revenue and affinity activity with your organization. Under Donor lifecycle, you can view a history of the lifecycle values assigned to the constituent. You can also view the donor state assigned based on the constituent’s overall revenue activity. You can use lifecycle values and donor states to further segment constituents into selections. For information about the lifecycle values and donor states, see “Donor Lifecycle Criteria” on page 11.

Note: The current lifecycle value and donor state appear first under Donor lifecycle. They also appear in the summary section at the top of the constituent record.

Your organization may assign a fundraiser to maintain your organization’s relationship with a constituent. Under Constituent relationship managers, you can view the fundraisers assigned to the constituent. When a user edits the contact information on a constituent record, a relationship manager can view the changes made. From the grid, you can add and manage the fundraisers who maintain the relationship with the constituent and view changes to the constituent record.