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Defining Constituent Types

To set up constituent types, use the Constituent Types component (AV_CTYP_CD_TBL).

This section provides an overview of constituent types and discusses how to set up constituent data.

Constituent types describe the relationships between a constituent and an institution. When you define constituent types, the number you enter in the Constituent Type field defines the order of priority for the type according to CASE.

Constituent types are shipped with the system and should only be changed if CASE codes change because the system uses them to produce the annual CASE gift income report.

Constituent Types Required Values

The following table describes the values that are required in the CNST_TYPE field that resides in the AV_CTYP_CD_TBL table:

Code

Value

1

Alumni

2

Alumni, Non-Degreed

3

Student

4

Parent

5

Friend

6

Faculty

7

Staff

8

Non-Alum Spouse of Alumni

9

Other Person Type

10

Corporation

11

Corporate Foundation

12

Foundation

13

Personal, Family Foundation

14

Fund-Raising Consortia

15

Association

16

Religious Organization

17

Government

18

Government Foundation

19

Other Organization Type

Important! When you define constituent types, the number that you enter in the Constituent Type field defines the priority for the type according to CASE. When people and organizations have multiple constituent types assigned to them, the type with the highest priority (lowest constituent type number) appears throughout the system.

Page Name

Definition Name

Navigation

Usage

Define Constituent Types

AV_CTYP_CD_TBL

select Set Up SACR, then select Product Related, then select Contributor Relations, then select Constituent Information, then select Constituent Types

Define the valid relationships between a person or organization (a constituent) and an institution.

Access the Define Constituent Types page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Constituent Information, then select Constituent Types).

Image: Define Constituent Types page

This example illustrates the fields and controls on the Define Constituent Types page. You can find definitions for the fields and controls later on this page.

Define Constituent Types page

Examples of constituent types are alumni, friend, parent, and faculty.

Field or Control

Definition
ID Type

Specify whether this constituent type applies to people or organizations. Available options are Person and Org ID. If a constituent type can apply to both people and organizations, enter the constituent type twice, selecting Person for one ID type, and then selecting Org ID for the other ID type.