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. |
| 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. |
| Assigned | Prospects with a primary assigned gift officer |
| Cash | Transactions that are cash or cash equivalent, including gifts and pledge payments but excluding pledges. |
| Commitment | Transactions where giving is in the form of a commitment to the institution, including gifts and pledges but excluding pledge payments. |
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 | 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. |
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. |
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. |
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. |
Column | Users can add data related to relationships in the table in Targeter. |
Cost (Appeals) | This is the estimated cost of the appeal. |
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. |
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 | 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 marketing estimate of wealth as provided by Acxiom. |
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 qualities for the purposes of comparison as defined by the university. |
Records Solicited (Appeal Reporting) | The list of people who received the piece. This is not connected to the "list" function in "project". |