Constituency Types

There are several default constituency types which the program may automatically add to a constituent. However, you can also manually add many constituencies to a constituent under Constituencies on the Personal Info tab. Constituencies also appear under Active constituencies in the summary of a constituent record and are sometimes a link to additional information about the constituent.

Note: To add user defined constituency types, from Administration, click Code tables. Under the Biographical category, click Constituency under Code table name column. The Manage Code Table Entries page appears where you can manage your constituency types.

Constituency	Description
Bank	The "Bank" constituency is automatically added to any organization constituent you have set up as a bank in Manage bank accounts or Bank search in Treasury. You cannot manually add this constituency, but you can manually delete this constituency if it no longer applies or was added by mistake.
Board member	Under Constituencies on the Personal Info 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. When the end date of the board membership occurs in the past, the constituent no longer has this constituency.
Committee	When you add a committee, you actually add a group with this constituency type. 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.
Committeemember	When you add a constituent to a committee, the constituent is assigned this constituency. When the end date of the committee membership occurs in the past, the constituent no longer has this constituency.
Donor	The criteria for the Donor constituency is established by the Constituencies task under Configuration in Constituents. The constituency appears on a constituent when the constituent meets the criteria established. When a donor no longer meets the criteria, the constituency is removed from the record. Note: If a constituent with a "Donor" constituency gives a large gift and receives the "Major donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituent record. The "Donor" constituency still appears under Constituencies on the Personal Info tab. In addition, if a donor qualifies for the "Loyal donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituent record. The "Donor" constituency still appears under Constituencies on the Personal Info tab.
Event registrant	When a constituent is registered for an event, the constituent receives the event registrant constituency.
Fundraiser
Loyal donor	A constituent receives the "Loyal donor" constituency when the constituent meets the Loyal donor definition criteria set up in the Constituencies configuration task in Constituents. When a donor no longer meets the criteria, the constituency is removed from the record. Note: If a constituent with a "Donor" constituency gives a large gift and receives the "Major donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituent record. The "Donor" constituency still appears under Constituencies on the Personal Info tab. In addition, if a donor qualifies for the "Loyal donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituent record. The "Donor" constituency still appears under Constituencies on the Personal Info tab.
Major donor	A constituent receives the "Major donor" constituency when the constituent meets the Major donor definition criteria set up in the Constituencies configuration task in Constituents. When a donor no longer meets the criteria, the constituency is removed from the record. Note: If a constituent with a "Donor" constituency gives a large gift and receives the "Major donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituent record. The "Donor" constituency still appears under Constituencies on the Personal Info tab. In addition, if a donor qualifies for the "Loyal donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituent record. The "Donor" constituency still appears under Constituencies on the Personal Info tab.
Member	When you add an active membership to a constituent, the program automatically adds this constituency to the constituent. You can also manually add this constituency to a constituent and enter start and end dates. When the membership expires, the constituent no longer has this constituency.
Recognized donor	When you include a constituent in a recognition program, the program automatically adds this constituency to the constituent record when you run the recognition process.
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 constituent record. When another constituency is added to the constituent, either manually or by the program, the “Relation only” constituency is removed.
Staff	You can add this constituency to a constituent and enter start and end dates. When the end date occurs in the past, the constituent no longer has this constituency.
Vendor	When you add a constituent as a vendor and associate the vendor with event expenses, the program automatically adds this constituency to the constituent record.
Volunteer	You can add this constituency to a constituent and enter start and end dates. When you add a constituent as a volunteer in Volunteers, the program automatically adds this constituency to the constituent record. When the end date occurs in the past, the constituency is automatically removed from the constituent record.