Education

To enhance fundraising efforts, develop education histories of your constituents. A constituent's education history not only includes academics, but also the relationships, interests, and experiences they cultivated along the way. These details contribute to their life story and often determine which causes they'll invest their time and money in. With this information:

  • Education organizations can create targeted appeals by grade level or class year and track where graduates continue their education.

  • Other organizations can build constituent relationships and help identify potential donors in other alumni.

On a constituent’s record, you can view details about their academic activity under Education. For each school, you can view details such as where and when the constituent attended, whether they graduated, and with what degrees or fields of study. With Alumni Tracking, you can view which school is marked as primary , such as where the constituent most recently attended or the school most associated with your organization. When working with constituents or their friends and relatives who are associated with numerous schools, you can track the one most relevant to your cause.

Tip: To choose which information to view, select Settings , choose which details to include, and select Apply changes.

To view academic activity for a list of constituents, include the Education details. With this information, you can view up to two schools where a constituent most recently attended, as well as their degree, field of study, graduating year at each, type of school, campus, and graduation status. With Alumni Tracking, you can also view which school is marked as primary.

Note: In the database view, you can add and edit education information from the constituent's record. You can also mark a school as primary. To manage this information, select Education on the Bio 1 tab.