CRM: Glossary

A historical recording of completed or to-be-completed tasks associated with a specific contact

Examples: A phone call scheduled for User A to call Donor B next week, an email that went out to Donor C a month ago, a meeting in the past with Donor D 3 months ago to ask for a major donation)
A holistic approach to fundraising that can encompass many different efforts. Examples: Capital Campaign, Annual Appeal
Custom Field
A field that’s not included as a standard within the system. Can be placed on Contacts, Gifts, or Activities
FiltersThe ability to segment data within the system based on any field
Fair Market Value.  Price the product would sell for in the open market
General Ledger
The fund a donor can choose to designate their gift towards. Examples: Building Fund, Endowment Fund, Education Fund, Unrestricted
In-Kind Good or Services
A non-monetary gift
The promise of a gift, usually with a specific payment schedule
How the money is received. Examples: Personal Ask, Spring Mailing, Fall Gala, Giving Tuesday Form
A designated asker, usually a board member, who is assigned a group of donors to cultivate, solicit, and steward
Sub Solicitation
Another layer to break down the history of the gift.  Ex: auction item, donation or ticket
A quick way to segment your donors. Should be used sparingly and for information that does not change frequently. Examples: Board Member, Past Board Member, Major Donor, Parent, Alumni, Volunteer

Tax Deductible Amount.  The amount of a donation a donor can claim as a tax deduction on their income tax return