You can use a constituency to group certain patrons or constituents. Our system generated constituencies are below:
 

Constituency

Description

Bank

The "Bank" constituency is automatically added to any organization constituent you have set up as a bank in Manage bank accounts or Bank search in Treasury. You cannot manually add this constituency, but you can manually delete this constituency if it no longer applies or was added by mistake.

Board member

Under Constituencies on the Personal Info tab, you can add this constituency to a constituent and enter start and end dates. When you add the constituency, it appears under Active constituencies on the constituent record.

When the end date of the board membership occurs in the past, the constituent no longer has this constituency.

Committee

When you add a committee, you actually add a group with this constituency type. Committee groups have all of the group functionality, but can optionally also be event coordinators and solicitors. On the group page for a committee, you can manage the basics for the group, such as group membership. On the Committee page for the group, you can view and manage details about the committee.

Committeemember

When you add a constituent to a committee, the constituent is assigned this constituency. When the end date of the committee membership occurs in the past, the constituent no longer has this constituency.

Donor

The criteria for the Donor constituency is established by the Constituencies task under Configurationin Constituents. The constituency appears on a constituent when the constituent meets the criteria established. When a donor no longer meets the criteria, the constituency is removed from the record.

Note: If a constituent with a "Donor" constituency gives a large gift and receives the "Major donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituentrecord. The "Donor" constituency still appears under Constituencies on the Personal Info tab. In addition, if a donor qualifies for the "Loyal donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituent record. The "Donor" constituency still appears under Constituencies on the Personal Info tab.

Event registrant

When a constituent is registered for an event, the constituent receives the event registrant constituency.

Fundraiser

You can add this constituency to a constituent and enter start and end dates. When the end date occurs in the past, the constituent no longer has this constituency.

Loyal donor

A constituent receives the "Loyal donor" constituency when the constituent meets the Loyal donor definition criteria set up in the Constituencies configuration task in Constituents. When a donor no longer meets the criteria, the constituency is removed from the record.

Note: If a constituent with a "Donor" constituency gives a large gift and receives the "Major donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituentrecord. The "Donor" constituency still appears under Constituencies on the Personal Info tab. In addition, if a donor qualifies for the "Loyal donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituent record. The "Donor" constituency still appears under Constituencies on the Personal Info tab.

Major donor

A constituent receives the "Major donor" constituency when the constituent meets the Major donor definition criteria set up in the Constituencies configuration task in Constituents. When a donor no longer meets the criteria, the constituency is removed from the record.

Note: If a constituent with a "Donor" constituency gives a large gift and receives the "Major donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituentrecord. The "Donor" constituency still appears under Constituencies on the Personal Info tab. In addition, if a donor qualifies for the "Loyal donor" constituency, the "Donor" constituency is no longer displayed in the summary section of the constituent record. The "Donor" constituency still appears under Constituencies on the Personal Info tab.

Member

When you add an active membership to a constituent, the program automatically adds this constituencyto the constituent. You can also manually add this constituency to a constituent and enter start and end dates.

When the membership expires, the constituent no longer has this constituency.

Patron

When you add a constituent to a sales order that contains tickets, the program automatically adds this constituency to the Constituencies tab of the constituent record.

For information about patrons and ticket sales, see the Sales Basics Guide.

Recognized donor

When you include a constituent in a recognition program, the program automatically adds this constituency to the constituent record when you run the recognition process.

Relation only

When you add the constituent as a relationship of another constituent and there is no other constituencyassigned, the program automatically adds this constituency to the constituent record.

When another constituency is added to the constituent, either manually or by the program, the “Relation only” constituency is removed.

Staff

You can add this constituency to a constituent and enter start and end dates. When the end date occurs in the past, the constituent no longer has this constituency.

Vendor

When you add a constituent as a vendor and associate the vendor with event expenses, the program automatically adds this constituency to the constituent record.

Volunteer

You can add this constituency to a constituent and enter start and end dates. When you add a constituent as a volunteer in Volunteers, the program automatically adds this constituency to the constituent record.

When the end date occurs in the past, the constituency is automatically removed from the constituent



If these constituencies do not work for you or you need a different type of constituency you can create one by following the steps in this KB: I need to add a new constituency code.

Once you have added your constituency you can use this KB to pull them into a query to be used in your mailing: I need to pull a list of constituents with a specific constituency