Home > Fundraising > Fundraising Overview > Understanding Donor Types
| Icon | Icon Description | Automatic System Calculation |
|---|---|---|
|
Donor | Current giving amount is less than the Major Donor Threshold Amount |
|
Anonymous Donor | Current giving amount is less than the Major Donor Threshold Amount, but the Anonymous checkbox is checked on the Donor and Prospect Maintenance screen |
|
Major Donor | Current giving amount is greater than or equal to the Major Donor Threshold Amount |
|
Anonymous Major Donor | Current giving amount is greater than or equal to the Major Donor Threshold Amount, but the Anonymous checkbox is checked on the Donor and Prospect Maintenance screen |
|
Past Donor | Current giving amount is $0, total calculated lifetime giving amount is greater than $0, and total calculated amount is less than the Major Donor Threshold Amount |
|
Anonymous Past Donor | Current giving amount is $0, total calculated lifetime giving amount is greater than $0, and total calculated amount is less than the Major Donor Threshold Amount, but the Anonymous checkbox is checked on the Donor and Prospect Maintenance screen |
|
Past Major Donor | Current giving amount is $0, total calculated lifetime giving amount is greater than $0, and total calculated amount is greater than or equal to the Major Donor Threshold Amount |
|
Anonymous Past Major Donor | Current giving amount is $0, total calculated lifetime giving amount is greater than $0, and total calculated amount is greater than or equal to the Major Donor Threshold Amount, but the Anonymous checkbox is checked on the Donor and Prospect Maintenance screen |
|
Prospect | Constituent has a record in the FND_Customer table, but has no donations in the system |
|
Anonymous Prospect | Constituent has a record in the FND_Customer table, but has no donations in the system, but the Anonymous checkbox is checked on the Donor and Prospect Maintenance screen |
|
Gives to Other Organizations | Any record exists in Order_Detail for a Fundraising order with a Line Status of “Active” for a different organization (ORD_ID) than the logged-in user |
These icons display on the Call Center, Customer Central, and Donor Central screens as well. The available values are defined in the DONOR_GIVING_CLASS fixed system type. This type is updated when the record is saved, the donor makes a contribution, or when the user runs the FND710 batch process. The system automatically determines the type of donor based on the values selected for the following fields on the Organizational Unit Maintenance > Fundraising Parameters screen:
· Donor Class Timeframe
· Major Donor Threshold Amount
· Include Pledges in Donor Class Calculation
· Include Soft Credits in Donor Class Calculation
· Include Planned Giving in Donor Class Calculation
The Essential Information section of the Constituent Central screen also displays the Giving Status. The available values are defined in the DONOR_GIVING_STATUS fixed system type. The available values include:
· First Time – Only one donation for this constituent within the past year
· Renewal – At least one donation for this constituent within the past year, plus at least one donation in some previous year
· Lybunt (Last Year But Not This Year) – No donations within the last year, but at least one donation in the previous year
· Sybunt (Some Year But Not This Year) – No donations for the current year and no donations for the previous year, but at least one donation in any year prior to that
· Never (Default) – No donations for the current constituent
Giving amounts are calculated by analyzing the BASE_TOTAL_AMOUNT in Order_Detail less any shipping fees or taxes for active order lines where the “Donation” checkbox is checked. This includes fundraising products and membership products where the Record Type is “Donation.”