Term | Definition |
|---|---|
| Accumulated Alumni Donors | Active Alumni who made a donation at any point from the first measured fiscal year to the last measured fiscal year. |
| Accumulated Participation | Accumulated Alumni Donors divided by Active Alumni. In other words, the percent of Active Alumni who gave at any point from the first measured fiscal year to the last measured fiscal year. |
| Acquired Donors | Donors who made their first ever donation in the given time period. |
| Active Alumni | Alumni who are currently active and graduated prior to each the measured fiscal year. |
Annual Fund Expected Value Index (AF EVI) | Annual Fund Expected Value Index - This is a Reeher Predictive Model. The percentile rank order of the predicted value of a persons Annual Fund gift relative to all relationships within The modeling population is usually all alumni and friends. |
AF Expected Value (AF EV) | This is a Reeher Predictive Model. This is the probability adjusted dollar value estimated for an Annual Fund from each individual. Its purpose is to allow us to rank order the relationships, and to allow for budgeting for spending on direct mail and other marketing efforts. The modeling population is usually all alumni and friends. |
| Annual Fund Probability to Donate Index (AF PDI) | A Reeher score that predicts the probability that individual will give to the Annual Fund in a particular fiscal year. Scores range from 0 to 100, with 100 being the most likely and 0 being the least likely. Only individuals, not corporation and foundations, have AF PDI scores. |
Affinity Clusters | A university-specific audience segmentation system that breaks alumni into clusters based on primary research and consumer marketing data. This is built by Reeher. |
| Alumni | Constituents with a valid degree record and a year of graduation from your institution. |
| Alumni Donors | The number of Active Alumni who made a donation in each fiscal year. |
| Annual Participation | Alumni Donors divided by Active Alumni. In other words, the percent of Active Alumni who gave in the measured fiscal year. |
Appeal Code | The key code that university enters upon receipt of the gift to indicate the source promotion related to the gift. |
Appeal Type | The communication format (direct mail, email, phone, web,) that is used for the appeal. This is not connected to the type in "project". |
Appeal Type | Indicates if the purpose of the project is to get a donation. There is currently no other type of appeal available. |
| Assigned | Prospects with a primary assigned gift officer. |
Attachment (contact) | The team member can attach documents to the Relationship Profile. |
Audience (annual fund) | A mutually exclusive group of people who are in a segment for the purposes of an annual fund. |
| Cash | Transactions that are cash or cash equivalent, including gifts and pledge payments but excluding pledges. |
Column | Users can add data related to relationships in the table in Targeter. |
| Commitment | Transactions where giving is in the form of a commitment to the institution, including gifts and pledges but excluding pledge payments. |
Cost (Appeals) | This is the estimated cost of the appeal. |
| Decade of Graduation | The ten year period during which an alum had their first year of graduation. |
| Demi-Decade of Graduation | The five year period during which an alum had their first year of graduation. |
| Dollars ($) | The legal dollar amount of gifts. In the Advancement Layer Dollars are based on Cash giving. Within the Major Giving Layer, it is based on Commitment transactions. Within the Annual Fund Layer, Dollars include only Cash based transactions that are associated with the Annual Fund. |
| Donors | The number of constituents who were credited with a donation. In the Advancement Trends section, these are all constituents associated with Cash transactions. Within the Major Giving section, Donors include all constituents associated with the Commitments. Within the Annual Fund section, Donors include all constituents associated with Cash based Annual Fund transactions. |
| Downgrades | Retained Donors who gave at a lower level in the measured fiscal year compared to the preceding fiscal year. |
Filter | Users can select people from Targeter using these query statements. |
Fiscal Year Initiated (Appeal Reporting) | The first year that the appeal code was used. |
| Gift Band | The dollar range of total credited giving, both hard credit and soft credit transactions, in a given time period. |
| Given at Least Once | The percent of Alumni who have donated in at least one fiscal year. |
| Given at Least Twice | The percent of Alumni who have donated in at least two fiscal years. |
| Giving Level | The dollar range of total credited giving, both hard credit and soft credit transactions, in a given time period. |
| Lifetime Commitments | The sum of all commitments that a prospect has been credited with over their lifetime. |
Major Giving Expected Value Index (MG EVI) | Major Giving, Expected Value Index - This is a Reeher Predictive Model. The percentile rank order of the predicted value of a persons major gift relative to all relationships within the modeling population. Usually this is all alumni and friends. |
MG Expected Value (MG EV) | This is a Reeher Predictive Model. This is the probability adjusted dollar value estimated for a major gift from each individual. Its purpose is to allow us to rank order the relationships. The modeling population is usually all alumni and friends. |
Net Worth | A consumer marketing variable provided by Acxiom that predict the net worth of a constituent. The variable is provided as a range, so for the purpose of adding net worth among constituents Reeher assigns a single dollar value to each range. Only individuals with valid U.S. addresses are able to receive a Net Worth estimate. |
| "Not Philanthropic" | Constituents with MG EVI scores less than 75. In other words, the bottom 75 percent of constituents. |
| "Not Wealthy" | Constituents with Net Worth of less than $1 million. |
| "Not You" | Constituents with MG EVI scores between 75 and 94. In other words, the middle range of constituents between the 75th and 94th percentile. |
| Number of Years Giving | The number of fiscal years that a prospect has been credited with a commitment. |
PDI | This is a Reeher Predictive Model. It is the estimate of the likelihood that this person will make an Annual Fund gift within the current fiscal year. The modeling population is usually all alumni and friends. |
Peer Group | A set of gift officers that have similar roles and should be evaluated as peers. Peer Groups are configured by your institution's system administrator in the Reeher Platform. |
| Percent (%) Change | The most recent fiscal year’s percent increase or decrease compared to the preceding fiscal year period. |
| Primary Prospect Assignments | The number of prospects with a primary assignment to the gift officer. |
| Primary Relationship Type | A constituent's primary type of relationship to your institution. A constituent may have more than one relationship type, such as Parent and Alumni, but your institution defines which type is primary. |
Records Solicited (Appeal Reporting) | The list of people who received the piece. This is not connected to the "list" function in "project". |
| Renewed Donors | Donors who have given previously, but did not give in the preceding fiscal year period. |
| Retained Donors | Donors who also donated in the preceding fiscal year. |
| Retention Rate | Retained Donors in the measured fiscal year divided by total Donors in the preceding fiscal year. In other words, the percent of donors in the previous year who gave again in the measured fiscal year. |
| Same Amount | Retained Donors who gave at the same level in the measured fiscal year compared to the preceding fiscal year. |
| School of Graduation | The school within the institution from which an alum first graduated. Some alumni may have more than one School of Graduation. If so, their Reeher predicted scores and Net Worth are credited to each of their schools. |
| School/Unit of Designation | The School/Unit within the institution to which a transaction is designated. Transactions where no School/Unit is designated are categorized as "School/Unit Unavailable". Some donors may specify multiple School/Unit of Designation and could be credited as a donor for more than one School/Unit. |
| Trailing Twelve Month Commitments | Total legal value of all Commitment transactions from prospects in an officer's portfolio received during the last twelve months. |
| Unassigned | Prospects who do not have a primary assigned gift officer. |
| Unit Change | The most recent fiscal year’s unit increase or decrease compared to the preceding fiscal year period. |
| Upgrades | Retained Donors who gave at a higher level in the measured fiscal year compared to the preceding fiscal year. |
| "Wealthy" | Constituents with Net Worth of greater than $1 million. |
| Years After Graduation | The number of years since an alum's first year of graduation. |
| Year of Graduation | The year in which an alum obtained their first degree from the institution. |
| "You’re It" | Constituents with an MG EVI score of 95 or greater. In other words, the top 5 percent of constituents. |