Glossary A

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Across
  1. 1. The one to whom something is addressed; the person, company, or the like to whom a piece of mail is addressed.
  2. 3. The attributes tab adds flexibility by giving the ability to store specialized information about constituents. Attributes help track the qualities, characteristics, and preferences associated with a constituent.
  3. 4. Ladder The range that people are asked to donate in appeals - An Ask Ladder is a set of fixed or calculated ask amounts based on a constituent's giving history and included on a response device. A marketing effort can be associated with multiple ask ladders. Example: If a constituent's last gift was $25, the ask ladder could supply prompts in an attempt to increase the value of the next gift by a multiple of 1.5, 2 and 2.5. The ask ladder prompts would be configured to reflect the following amounts: $38, $50 and $63.
  4. 5. An alias is a secondary identification or acronym used to identify a constituent. For example, an alias for Business Information Systems may be BIS and an alias for a constituent may be a stage name or a birth name. Aliases can be used to search for and access a record.
  5. 7. Categories Provide a neat package in which the organization can store related information. For example, you may want to track seating preferences for an event. By creating a "Seating Preference" attribute category, you know exactly where to look for this information on the Constituent Record.
  6. 8. Mailing These are non-segmented, one-off, basic mail solicitations. Appeal can mean one of 3 things: 1. Appeal Mailings - these are non-segmented, basic mail solicitations. 2. Appeals - are a high level way to categorize and group together solicitations (marketing efforts such as mailings, phone calls, etc.) within Blackbaud CRM. 3. Planned Appeals - a required level in the Marketing Planner hierarchy (note: - these are different to the 'Appeals' you set up in the system and are unique to that particular Marketing Plan).
  7. 9. Analytics and Client Solutions
  8. 11. Define what a user is allowed to do on a selected section or page. The program supports two action types: section-level actions and page-level actions.
  9. 12. Fundraisers Assigned Fundraisers can be utilized and added to plans as Team Members for the ask. Examples include but are not limited to Development Officer and/or Planned Giving Officer.
  10. 13. Status-Opportunity When the opportunity status is accepted, this signifies that the donor has agreed to fund the opportunity. The ask amount should also be updated at this stage to signify the amount accepted.
Down
  1. 1. List Acquisition lists are files with names and addresses of potential donors (who are not currently constituents) that you (normally) rent or purchase from external vendors. Blackbaud CRM provides the ability to import lists an organization obtains, select and segment these prospect lists, execute marketing efforts via direct mail or email, and track and report responses accordingly. The list is imported for mailing purposes. When a gift is made, the constituent information is brought into Blackbaud CRM. Acquisition lists are cold lists that are managed in house (meaning the organization creates/segments the cold list). Finder File lists are 'cold lists' of potential donors that are vendor managed (meaning, the vendor has segmented the marketing effort and the org simply receives the .csv list to upload as a pre-segmented cold list). See also Finder File.
  2. 2. Within the revenue record, indicates how the revenue is being distributed across one or many appeals, commitments and designations. For example, if you had a check that was paying off an event registration and also a personal donation, there would be two application lines within the payment record.
  3. 3. The person who will receive an acknowledgement for a donation.
  4. 6. A method of solicitation tracked in Blackbaud CRM.
  5. 7. Advancement Services Management Team
  6. 8. The best guess at the goal for a particular measure. An allocation is the sum of that measure on the lower items in the hierarchy. The variance is the difference between the two. Icons indicate whether there is a direct match between the assumed and allocated amounts, or whether a variance is positive or negative. As an example, say a Budget Amount is being established for a campaign/appeal hierarchy. For the campaign, set the Budget Amount assumption at $10,000. Then add three appeals, each with its own Budget Amount; $5,000, $3,000 and $1,000. You are allocating portions of the $10,000 assumed campaign budget to the appeals. For this campaign, the Budget Amount Assumption is $10,000, the Budget Amount Allocation is $9,000 ($5,000+$3,000+$1,000); therefore, the Budget Amount Variance is $1000 ($10,000-$9,000).
  7. 10. A correction to the constituent, coding, amount, or type (e.g. hard credit to recognition credit) of a donation. Adjustments can be presented by donors or internal staff.
  8. 12. Query The ability to obtain a precise request for information (upon request). By creating queries you can select, group, and list records that meet a set of conditions you define. Ad-hoc queries serve two main purposes. They are a quick way to see data filtered to your needs and they enable you to produce selections for use in other processes throughout the program. Selections are a named set of IDs for the same record type.