Related Individuals and Organizations

To help cultivate your relationships with constituents, we recommend you track detailed information about their relationships with other individuals and organizations, such as spouses, employers, and primary contacts. With this information, you can:

  • Help give your constituent interactions more meaning and context.

  • Track potential leads to help cultivate the constituent's giving.

  • Identify prospective donors and volunteers.

From a constituent’s record, you can add biographical and contact information about new related individuals and organizations — except for event guests — under Relationships. We recommend you enter as much information as possible, as these details could be valuable as you cultivate your relationship with the constituent!

For more information about adding a new relationship record, see Add a Relationship to a Constituent Record.

Tip: To create a record for a new individual who's a guest of an event participant, add them from the participant's record in Events. For more information, see Hosts and Guests.

To track additional details about a related individual or organization — such as if they send you a gift or are identified as a prospect — you can change their record to a constituent record.

  1. From the related individual or organization’s record, select Change to constituent.

  2. Choose their affiliations with your organization and any start and end dates, such as for a volunteer term.

    Tip: To add additional affiliations, select Add another constituent code.

  3. Select Change to constituent.

On a constituent's record, you can select the name of a related individual or organization — such as under Relationships or by Spouse — to open their record and view detailed information.

Note: To access the record for a guest, select their name under Party information from the participant's record in Events. For additional information, such as biographical details, select their name at the top of the record. In a future release, you’ll also be able to access the additional information from the constituent record for the participant under Relationships.

At the top of the record, you can view biographical information about the individual or organization, such as name, nickname, and spouse. For more information, see Names.

Under Contact information, you can view the mailing addresses, email address, phone numbers, websites, and social media accounts — such as Facebook , Twitter , or LinkedIn — where you can connect with the individual or organization. For each piece of contact information, you can view which are marked as preferred or primary , primary business , in season , inactive , or "do not contact" . For more information, see Contact Information.

Tip: Records of guests added from Events only include basic details. To track contact information about an event guest, add them as a constituent, or add the relationship on the participant's constituent record.

Under Education, you can view information about an individual's academic history, including where and when they attended school, whether they graduated from each alma mater, and with what degree.

Tip: Records of guests added from Events only include basic details. To track education information about an event guest, add them as a constituent, or add the relationship on the participant's constituent record.

Under Event participation, you can view which of your organization's events — such as fundraising galas, volunteer luncheons, or other activities — the individual or organization is associated with. For each event, you can view whether they're invited, registered, or marked as attended. You can also view your organization's description of how they're involved in each event and how much they paid. For more information, see Participants.

Note: To narrow the list by whether the constituent is invited, registered, or attended, select Filter.

Under Summary, you can view important details about the individual or organization, such as their name formats, demographics, primary business, and constituent ID. For details about this information, see Summary.

Note: Relationship information is only available from constituent records.

Note: If the related individual or organization is also a constituent, such as a fundraiser, their record contains additional information. For details, see Constituent Records.

Tip: In the database view, you can manage information about individuals and organizations related to a constituent from the Relationships tab of the constituent's record.