Constituents

Constituents are the people and businesses that support your organization and mission, including donors, volunteers, prospects, and staff. We recommend you add all your supporters as constituents, regardless of their affiliation with your organization. To help foster relationships, you can view and manage constituents from their records or lists.

Throughout Raiser's Edge NXT, you can manage lists of constituents, such as to define recipients for a communication or analyze those who share characteristics. As you work with a list, you can select which constituents and information to view and quickly assign actions, opportunities, and fundraisers as necessary.

Tip: In Portfolio, Work center, you can view and manage only the constituents you work with as a fundraiser. If you can access others' work centers as a fundraising manager or other supervisor, select Change fundraiser to choose whose portfolio to view. To view everyone's portfolios, choose All fundraisers. For more information, see Work Center.

  • For information about how to select who — and what information — to view, see Lists.

  • To choose which constituents to include, select Choose filters . For more information, see List Filters.

  • For information about how to add notes or actions as you cultivate a relationship, see Notes or Actions.

  • For information about how to add opportunities to plan how you cultivate a relationship, see Opportunities.

  • For information about how to assign a constituent to a fundraiser, see Fundraiser Assignments.

Tip: If you use ResearchPoint, include the ResearchPoint ratings column in a list of constituents to view their wealth capacity. For more information, see ResearchPoint Ratings.

To locate constituents on a map, such as to identify nearby donors or plan meetings with prospects, select Map from Constituents, Constituent lists. Powered by Microsoft Bing, the map displays the locations of constituents — as pins — based on their primary addresses. For more information, see Constituent Map.

Tip: If you're missing participant information, the associated constituent record may have been deleted or merged and deleted without participant information.