Annual Fund
Background
Segments
Completes
Pledges
100

An individual who has attended the institution for at least one semester. Someone listed as an alumnus may not have actually graduated from, but attended an undisclosed amount of time.

Alumnus

100

A prospect that will not be attempted again during the current campaign.

Complete

100

A person who pledged a gift Last Year But Unfortunately Not This Year

LYBUNT

100

When a prospect commits to give a specific dollar amount.

Specified Pledge

100

When a prospect gives more than their previous gift.

Upgrade

200

A program that runs on an yearly basis with the intention to secure unrestricted gifts.

Annual Fund

200

A prospect we were able to reach, and the call resulted in a specified pledge, unspecified pledge or no pledge.

Contact

200

A person who has never made a gift.

Future Giver

200

When a prospect wants to give but will not commit to a specific dollar amount.

Unspecified Pledge

200

The letter/pledge card a prospect receives after making a pledge.

Pledge Card/Letter

300

Someone who has made a gift in the past.

Donor

300

A prospect who will be attempted again during the current campaign

Incomplete

300

A person who pledged a gift Some Year But Unfortunately Not This Year. (2 –4 years)

SYBUNT

300

When a prospect refuses to make a pledge.

No Pledge
300

When a prospect gives less than their previous gift.

Downgrade

400

A period of 12 months used for accounting purposes. Most colleges and Universities use July 1st through June 30th as their fiscal year.

Fiscal Year

400

charitable giving by matching their employee’s gift to a non-profit organization

Matching Gift

400

A person who has not pledged a gift in 5 or more years.

Lapsed Donor

400

When the number does not work or is out of service

Disconnected

400

Giving club, elite group, or giving society that may be reserved for people who make higher-level gifts to the institution. A donor club can also be for the purpose of recognizing a new donor, a young alumnus, or a renewed donor. The institution defines the specific criterion.

Donor Club or Society

500

A letter or postcard that is sent to alumni, parents or friends before a call is placed.

Pre-Call Mailing

500

The specific fund that the alumnus is supporting

Gift Designation

500

What is your PCM's Name?

Emily Sepe

500

When the prospect does not speak English

No English

500

The payment of a pledge

Fulfillment

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