Which partner/spouse should be marked as the main contact for the household, including being listed first in joint mailings.
Handling communication preferences
Constituent preferences for how they would like to be contacted, including email opt ins/outs, do not mail, do not contact, etc.
Mailing and physical address standards
Rules for how mailing and physical addresses are entered, formatted, and maintained to ensure accuracy and consistent communication.
Name and salutation standards
The standardized way constituent names are stored and used to generate correct addressees, greetings, and recognition in communications.
Names and salutations
The standardized way constituent names are stored and used to generate correct addressees, greetings, and recognition in communications.
Organization contact tracking
An individual associated with an organization who serves as the primary or relevant point of contact for communication, stewardship, or gift processing.
Setting up households
A household is a grouping of two or more related individuals treated as a single unit for giving history, solicitation, and stewardship purposes.
The main individual associated with an organization who serves as the default point of contact for communication and stewardship.
Tracking relationships between main organizations and subsidiaries
Linking parent organizations and their subsidiaries or related entities for reporting, stewardship, and relationship management.
Tracking secondary organization contact people
An additional individual associated with an organization who may be contacted as needed for communication, coordination, or gift-related matters.
Gift Terms
Anonymous
A gift where the donor’s identity is withheld from public recognition (and sometimes limited internally), per the donor’s request.
Appeal/solicitation coding standards
The specific solicitation or ask that prompted a gift.
Campaign coding standards
The broader fundraising initiative or goal the gift supports.
Criteria for giving soft/recognition credit
Recognition credit given to individuals or entities other than the legal donor.
Donor acknowledgments by donor type, level, and anonymity
Standards for segmenting thank-you letters and acknowledgment processes.
Donor Advised Fund distribution
A gift made from a donor-advised fund.
Foundation grants
A gift awarded by a private, family, corporate, or professional foundation, typically tied to a formal application process and often restricted to specific purposes.
Fund/designation coding standards
The specific purpose or program the donated funds are restricted to or intended to support.
Gift from business (non matching employer)
A contribution made directly by a business entity.
Gift handling process
Processes related to receiving, processing, and recording gifts.
Gift types
Standardized categories used to classify gifts based on how they are given or structured (e.g., outright, recurring, pledge, stock, in-kind), supporting consistent entry, reporting, and analysis.
Gifts with premium (quid pro quo)
A gift where the donor receives goods or services in return.
In-kind
A non-cash gift of goods or property.
IRA Qualified Charitable Distribution (QCD)
A direct transfer from an eligible donor’s IRA to the nonprofit, typically used to satisfy required minimum distributions without increasing taxable income..
Matching employer (third party)
A matching gift processed through a third-party matching-gift administrator rather than paid directly by the employer.
Matching employer gifts (direct from individual/employer)
A gift where an individual’s donation is matched by their employer, and the match is received directly from the employer.
Other third party
A gift processed through a third-party giving platform or intermediary (such as Benevity or Facebook Giving) that transmits the donation to the organization on the donor’s behalf.
Outright
A one-time gift of cash or cash-equivalent.
Payment methods
The mechanism by which a gift is paid or transferred.
Planned/legacy
A future-oriented gift commitment (such as a bequest or charitable trust) intended to be realized later, often after the donor’s lifetime.
Pledge payments
Gifts received that are applied toward a pledge.
Pledge write offs
Adjustment or removal of all or part of a pledge balance.
Pledges
A promise to give a specified amount in the future.
Recurring
An ongoing gift set up to process automatically.
Soft credits
Recognition credit given to individuals or entities associated with a gift who are not the legal donor, without affecting financial totals.
Split gifts
A single gift allocated across multiple funds, appeals, or campaigns.
Stock
A gift of publicly traded securities.
Tribute (honor or memory)
A gift made in honor of a living person or in memory of someone.
