Packages
Gifts to Hoops Family Children's Hospital are coded with this package.
What is CHH?
To connect a donor to a family member or company, you would use this feature.
What is a Relationship Record.
These team members should review the Weekly Gift Report.
Who is everyone?
This feature helps us track a potential gift from the ask to fulfillment.
What is opportunites?
Based on his color choice, Matt's favorite fruit is this citrus treat.
What is an orange?
Gifts to the School of Nursing, are annotated with this package.
What is SMMC?
If two team members need to coordinate with the same donor, this RE feature lets you assign ownership or responsibility.
What is Fundraiser Assignment?
To find "why" a constituent gave, you would look to this column.
What is the Appeal column?
A MS pledge form, invoice, estate documents, or constituent correspondence are all examples of this.
What are attachments?
This team member is from the West Coast.
Who is Sara?
Donations coded with the package code PVHHF are gifts for this foundation.
What is Rivers Health Scholarship Foundation.
You would choose this field to set a reminder for yourself to send a thank-you note to a constituent after a face-to-face meeting.
For a more detailed explanation of the gift's Appeal (or "why"), check out this column.
What is Gift Reference?
What is LYBUNT?
Who grew up cheering "Go Camels" at high school events?
Who is Rebecca?
Beginning January 2026, gifts to Project Hope and PROACT, both are now coded with this package.
What is MH?
A constituent who is a snowbird should have this address in their record.
What is a Seasonal Address?
Stripe, BB Merchant Account and Square are these types of services.
What are payment processing platforms?
Use this tool to create a list of all constituents assigned to you.
What is a constituent list (or prospect list)?
Who is the only only child?
Who is Nicole?
A sponsorship for Path to the Cure is split evenly between these three packages.
What are CHHF, SMMCF, and RHF (PVHF.)
What is an Organization record?
These type of non-cash gifts are also included in the Weekly Gift Report.
What are Gift-in-Kind gifts.
(True or False) Only event attendees marked as attended will appear in the event attendance section of their constituent record.
What is true.
Between Beth, Mary Ann, and Sara, how many children do they have?
What is 14?