The Constituent Profile displays information about constituents in the system. A constituent is the individual or corporation donating or contributing a gift payment or service.
The Constituent Profile displays the following information. Depending on your selections, you might not see all of the fields listed.
| Field | Description |
|---|---|
| Constituent | Displays the name of the constituent. |
| A-score | Displays the current A-Score of the constituent with an arrow indicating whether his or her score is rising, declining, or staying steady. |
| Donor category | Displays the donor category to which the constituent has been assigned. |
| Recognition level |
Displays the recognition level the constituent has achieved. The recognition level in the information section of the profile refers to general recognition level that is set up and tracked in fundraising setup whereas the fund recognition level on the gifts child form refers to recognition level that is setup for a specific fund code. Recognition level must be set and tracked at the product code. |
Note: To track recognition levels, a SQL job must be created to run a stored procedure titled np_update_recognition_level, which will be run nightly to update a constituent's recognition level. Further, the sum of all contributions made within the last 12 months is recorded and then checked against the recognition level (general or fund code) in question to decide if the criteria has been met to award the recognition level. If desired, this 12-month time frame can be system option controlled and increased or decreased as desired.
| Field | Description |
|---|---|
| Customer ID | Displays the system generated ID number for the constituent. |
| Gives anonymously | Displays whether the constituent has his or her anonymous flag checked. If checked it means this constituent prefers to donate anonymously. |
| VIP flag? | Displays if this constituent has been designated as a VIP. |
| VIP type | Displays the type of VIP this constituent is. |
| Phone | Displays the constituents preferred phone number. |
| Fax | Displays the constituent preferred fax number. |
| first gift (join) date | Displays the date the constituent made their first donation. |
| first gift amount | Displays the amount of the constituent's first donation. |
| highest gift date | Displays the date the constituent made their highest monetary donation. |
| highest gift amount | Displays the highest gift amount ever made by this constituent. |
| latest gift date | Displays the date of the constituent's most recent gift. |
| latest gift amount | Displays the amount of the constituent's most recent gift. |
| YTD amount |
Displays the total amount of the constituent's gift for the current year. This field can track based on the calendar year or the fiscal year. This is set in the TrackFundraisingBasedonFiscalYear system option. The default is to track by calendar year. In addition, the YTD and lifetime amount values are calculated based on the settings chosen in the GiftsToIncludeInToDateAmounts system option. |
| Last-year amount | Displays the total amount of the constituent's gifts for the previous year. The total in this field is also dictated by the system option settings mentioned in the YTD amount field above. |
| Lifetime amount | Displays the grand total for all of the donations made by the constituent. |
Note: The Major Donor Fundraising icon (located near the top of the profile) signifies that this constituent is considered a major donor. A major donor is a person who has a LTD amount greater than specified amount set in the MajorDonorLTDAmountThreshold system option.
The following actions can be performed from the Constituent Profile:
The Constituent Profile child form section is divided into tabs. Each tab contains one or more child forms.
The following tabs are available on the Constituent Profile:
The Donations tab on the Constituent Profile contains the following child forms:
The Major Giving tab on the Constituent Profile contains the following child forms:
The Correspondence tab on the Constituent Profile contains the following child forms:
The Scoring tab on the Constituent Profile contains the following child forms:
The Relations tab on the Constituent Profile contains the following child forms:
The Details tab on the Constituent Profile contains the following child form: Documents.
The Contact Info tab on the Constituent Profile contains the following child forms:
The Log tab on the Constituent Profile contains the following child forms:
The Events tab on the Constituent Profile contains the following child forms:
The Org Tree tab on the Constituent Profile contains the following child form: Organizational Structure
The Accounting tab on the Constituent Profile contains the following child forms:
The Products tab on the Constituent Profile contains the following child forms:
The Grants tab on the Constituent Profile contains the following child forms:
The Memberships tab on the Constituent Profile contains the following child forms: