Fundraiser Constituencies

The Major giving merge task associates the source’s fundraiser constituencies with the target.

• Overlapping Fundraiser Constituencies

  The program does not allow constituents to have fundraiser constituencies with date ranges that overlap. If the source and target have fundraiser constituencies with date ranges overlap, the merge task excludes the source’s fundraiser constituency. If the merge task excludes a source fundraiser constituency, the merge task does not delete it. Instead, the Major giving merge task does not associate it with the target. The excluded constituency remains in the program until you delete the source constituent. If you select Delete source constituent when you configure the merge process, the merge removes the constituency record along with the source.

• Active Fundraiser Constituencies

  An active Fundraiser constituency has no end date. If the source has an active fundraiser constituency that overlaps a target fundraiser constituency, the merge task does not associate it with the target due to the program’s constraint against constituencies that overlap. However, it is important to preserve the fact that the constituent is an active fundraiser. To preserve the active status, the merge task makes the target’s most recent fundraiser constituency active. In other words, the merge task removes the end date. This is because the source’s fundraiser constituency, as an active constituency, must overlap the target’s most recent fundraiser constituency. Furthermore, the presence of an overlapping active fundraiser constituency for the source indicates that the constituent was an active fundraiser prior to the target fundraiser constituency’s end date.