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• Contributor Relations

  • Getting Started with Contributor Relations

    • Contributor Relations Overview

    • Contributor Relations Business Processes

    • Contributor Relations Integrations

    • Contributor Relations Implementation

    • Common Elements Used in Contributor Relations

    • Additional Information for Getting Started with Contributor Relations

  • Setting Up Your Contributor Relations Framework

    • Completing a PeopleSoft Contributor Relations Installation

    • Setting Up Institution Defaults

    • Defining Name Display Settings

    • Adding Resources

  • General Functions Used Throughout the System

    • Linking a Spouse to a Constituent Record

    • Working with Worksets

    • Creating Service Indicators

    • Reviewing Constituent Type and Class Year

    • Sending Email Notifications

    • Creating and Viewing Attachments

  • Setting Up Constituent Data

    • Prerequisites for Constituent Data

    • Defining Constituent Types

    • Defining Involvement Categories

    • Defining Involvement Types

    • Defining Involvement Codes

    • Defining Person and Organization Relationships

    • Defining Organization Reciprocal Relationships

    • Setting Up Contact Types

    • Setting Up Attachment Types

  • Setting Up Prospects

    • Prerequisites for Prospects

    • Setting Up Prospect Identifiers

  • Setting Up Initiatives

    • Understanding Initiatives

    • Defining Initiative Types

    • Defining Audiences

    • Defining Initiative Goal Types

    • Defining Methods

    • Using Action Components for Initiative Setup

    • Defining Budget Categories

    • Setting Up Appeal Information

    • Setting Up Campaigns

    • Setting Up Membership Initiatives

    • Setting Up Volunteer Efforts

    • Setting Up Event Initiatives

  • Setting Up Commitment Management

    • Prerequisites for Commitments

    • Defining Gift Types

    • Defining Tender Types

    • Defining Designation Types

    • Defining Matching Gift Types for Designations

    • Defining Designation Funds

    • Defining Recognition Types

    • Defining Adjustment Reasons

    • Preparing for Session Posting

    • Preparing for Acknowledgement Letters and Receipts

    • Defining Acknowledgement Rules

    • Defining an Organization's Matching Gift Rules

    • Defining Giving Club Information

    • Setting Up Credit Card Processing

    • Setting Up Self-Service Online Giving and Pledges

  • Managing Constituent Data

    • Searching for Records

    • Adding People to the System

    • Managing Addresses and Phone Numbers

    • Tracking External System IDs

    • Managing Names

    • Maintaining Constituent Types

    • Tracking Religious Preferences

    • Maintaining Photos

    • Adding Constituent Types to Graduates

    • Maintaining Degree Information

    • Maintaining Work Experience Information

    • Creating Constituent Attachments

    • Adding Organizations

    • Entering Location Data for Organizations

    • Entering Department Data for Organizations

    • Entering Contact Data for Organizations

    • Maintaining an Organization's Financial Information

    • Defining an Organization's Foundation Information

    • Viewing an Organization's Foundation Information

    • Defining Matching Gift Rules

    • Viewing an Organization's Matching Gift Rules

    • Reviewing an Organization's Data

    • Viewing an Organization's Employee List

    • Viewing a Person Profile

    • Viewing an Organization Profile

    • Viewing a Prospect Profile

    • Updating a Donor's Record or Adding a Donor

    • Viewing a Constituent's Audience History

    • Maintaining Involvement Information

    • Establishing Relationships

  • Managing Prospects

    • Understanding Prospect Management

    • Creating Resource Assignments

    • Creating Resource Goals

    • Creating Prospect Strategies

    • Tracking Prospect Data

    • Implementing a Prospect Plan

  • Managing Planned Giving Prospects

    • Understanding Planned Giving Prospect Management

    • Tracking Bequests

    • Tracking Trusts

    • Tracking Gift Annuities

    • Tracking Pooled Income Funds

    • Working with a Planned Giving Profile

  • Managing Initiatives

    • Understanding Initiative Management

    • Defining an Initiative

    • Defining an Initiative Audience

    • Linking Related Initiatives

    • Assigning Initiative Resources

    • Defining a Public Relations Plan

    • Creating Initiative Attachments

    • Creating an Initiative Budget and Tracking Expenses

    • Creating Initiative Actions

    • Viewing Initiative Action Summary Information

    • Viewing Related Goals

    • Viewing Responsible Staff for Related Initiatives

    • Using Mass Change for Initiative and Membership Letters

  • Managing Campaigns

    • Understanding Campaign Management

    • Managing Campaign Initiative Information

    • Setting Campaign Initiative Goals

    • Viewing a Prospect List

    • Generating the Campaign Progress Report

    • Viewing the Top Donors to a Campaign

    • Viewing a Summary of Campaign Initiatives

  • Managing Membership

    • Understanding Membership

    • Managing Membership Initiative Information

    • Creating a Member Organization

    • Building and Merging Membership Lists

    • Defining Membership Initiative Goals

    • Entering Member Dues

    • Processing Member Credit Card Transactions

    • Adjusting Membership Dues Payments

    • Preparing for Membership Letters

    • Viewing Membership Progress

    • Viewing Membership History

    • Viewing Membership Benefit History

    • Viewing a Membership Summary or a Supervisor's Membership Summary

  • Managing Volunteers

    • Understanding Volunteer Management

    • Managing Volunteer Initiative Information

    • Assigning Volunteers to Roles

    • Assigning Volunteers to Specific Tasks

    • Creating a Biographical Bit or Brief

    • Reviewing Volunteer History

    • Reviewing Volunteer Audience History

  • Managing Event Initiatives

    • Understanding Event Initiative Management

    • Managing Event Initiative Information

    • Preparing for Initiative Letters

    • Setting Intermediate Goals for Events

    • Creating Events

    • Assigning Meeting Details

    • Tracking Event Attendance

    • Creating Event Templates

    • Reviewing Events, Meetings, and Attendees

    • Viewing a To Do List

  • Managing Other Initiatives

    • Understanding Other Initiatives

    • Managing Other Initiative Information

    • Setting Intermediate Goals

    • Viewing To Do Lists

  • Entering Commitments

    • Understanding the Gift and Pledge Process

    • Common Elements Used for Gifts and Pledges

    • Creating and Working with Sessions

    • Managing Sessions

    • Entering Gifts and Pledge Payments

    • Loading Mass Gift and Pledge Transactions

    • Viewing Gift Session Transactions

    • Adjusting Gifts and Matching Gifts

    • Adjusting Gift and Membership Credit Card Payments

    • Entering Conditional Pledges

    • Entering Pledges

    • Viewing Pledges

    • Adjusting Pledges

  • Processing Commitments

    • Understanding Credit Card Processing

    • Common Elements Used for Credit Cards

    • Queuing Sessions for Posting

    • Processing and Posting Sessions

    • Processing Credit Card Transactions

    • Purging Credit Card Security Data

    • Reviewing Electronic Payment Results

    • Working with Denied Credit Card Transactions

    • Reviewing Credit Card Activity

    • Viewing Accounting Lines

    • Viewing Suspended Sessions

    • Viewing Information About and Transferring Sessions

    • Managing the Acknowledgement Process

    • Processing Acknowledgement Letters

    • Generating Acknowledgement Letters

    • Working with Manually Generated Acknowledgements

    • Managing Joint Communications

    • Handling Matching Gifts

    • Managing Giving Clubs

    • Generating CAE Reports

  • Analyzing Giving History

    • Analyzing Donor History

    • Generating Designation Donor Reports

  • Interfacing with PeopleSoft Financials

    • Understanding the Interface

    • Understanding Messaging

    • Setting Up Integration with Financials 8.4 or 8.8

    • Publishing Accounting Line Information Automatically

    • Publishing Accounting Line Information Manually

    • Monitoring Message Results and Status

    • Reviewing Accounting Lines

    • Understanding Interface Setup Best Practices

  • Working with Self-Service Involvement

    • Understanding Involvement

    • Understanding the Self-Service Online Giving Life Cycle

    • Understanding Self-Service Online Pledges

    • Giving Online to the Institution

    • Making a Pledge Online

    • Monitoring Self-Service Commitment Summary

    • Monitoring Self-Service Giving Club Progress

    • Monitoring Self-Service Membership History

    • Generating Self-Service Gift and Pledge Sessions

    • Balancing, Queuing, and Posting Self-Service Gift Sessions

    • Processing Self-Service Credit Card Transactions

    • Working with Denied Self-Service Transactions

    • Adjusting Self-Service Gift Credit Card Payments

    • Investigating Self-Service Gift and Pledge Transactions

  • AV_GP_LOAD_TBL Data Fields

    • Data Field Details

  • Delivered Workflows for Contributor Relations

    • Delivered Workflows for Contributor Relations

  • Contributor Relations Reports

    • Contributor Relations Reports: A to Z

    • Contributor Relations Reports: Selected Reports