| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
1 | Colleague Term (OLD) | DASH Term (NEW) | Location | Description | Functional Area | Notes |
2 | Academic Org | Designation | Schools and Units within schools that degrees are tied to; used for reporting roll-up; tied to post codes. The five academic orgs are: Humanities, Interdepartmental, Professional & Graduate Education, Science and Mathematics, and Social Sciences | Bio Demo | ||
3 | Address | Address Relation Name | Addresses | An record relating a constituent to an address; contains details about the start and end date and what type of address the record is for a constituent (i.e. home, business, etc). | Bio Demo | Not to be confused with Household Address Relation Use when creating a new address for a constituent (even if it's the same address as a household address) |
4 | Address Relation Name | Addresses | An address related to a household - is NOT connected to a constituent | Bio Demo | Not to be confused with Contact Address Relation Only used when creating an address for the Household record | |
5 | Adjustment Reason | Gift Processing Session | The reason for an adjustment - when something in a gift processing session is changed after a session is closed | Gift Processing | A picklist with predetermined values | |
6 | Adjustment | Adjustments | Gift Processing Session | Changes to a gift or pledge that was made after the session was closed and sent to the G/L. | Gift Processing | Examples - designation change, hard/soft credit change, changing gift to pledge payment, changing pledge payment to gift |
7 | Relations | Affiliations | Constituent/Org Details | Relationship between an organization and a constituent record, such as employment or non-Mount Holyoke volunteer role (e.g. board membership) | Bio Demo | Employee-employer affiliation must be created for automatic matching gift creation |
8 | New Term | App Launcher | Navigation Bar | Salesforce feature that acts as a central hub, allowing users to quickly navigate and switch between all their available applications, including standard Salesforce apps, custom apps, and third-party tools like CRMA, Blackthorn, and Formstack; aka 3x3 dots, waffle | System | |
9 | Appeal | Campaigns Gift Processing Session | The organized marketing effort used to solicit the constituent for a gift. Used interchangeably in Salesforce with "Campaign". | Gift Processing | ||
10 | Reconcile a Session/Batch | Approve a Session | Gift Processing Session | When Financial Services reviews a session and marks it as "Approved," the session is fully closed and the transactions in the session will be sent to the G/L | Gift Processing | |
11 | AS400 - User Account | AS400 - User Account | Constituent/Org Details | Legacy username used by Colleague | Bio Demo | |
12 | Primary, Secondary, or Tertiary Staff | Assignments | Prospect Management Related List | An internal user who is assigned to a constituent and is responsible for the solicitation of the constituent and the gifts made by the constituent | Prospect Management | |
13 | Bequest Cap/Date | Bequest Capacity Ratings | Ratings | A research-developed rating describing the total a prospect has the capacity to give via bequest | Prospect Management | |
14 | Birth Last Name | Constituent Overview | The last name that an alum had when they matriculated to Mount Holyoke College | Bio Demo | ||
15 | Anthology/iModules | Blackthorn | App Launcher | Suite of Salesforce apps, primarily for event management, allowing management of end-to-end events and transactions directly within Salesforce. | System | |
16 | Annual Fund Solicit Tracks | Campaign History | Constituent Details | A list of all the campaigns that a constituent was a part of as a Campaign Member | Marketing | |
17 | Purpose on DSD | CASE Purpose | Designation | The primary intention of a designation, including the following values: Academic Divisions, Athletics, Faculty and Staff, Compensation, Libraries, Other, Property/Buildings/Equipment, Public Service, Research, Student Affairs / Life, Student Financial Aid, Unrestricted These align with the CASE reporting standards. | Stewardship | |
18 | Type on DSD | CASE Type | Designation | Used to code designation types in the categories of restricted vs. unrestricted, current operations vs. endowment, deferred, etc, in alignment with CASE reporting standards. | Stewardship | |
19 | Address Chapters, Clubs | Chapters | App Launcher | Geographical region that groups constituents together by zip codes for domestic addresses and by country for international addresses. | Bio Demo | |
20 | Chosen Name | Constituent Overview | The name that a constituent indicated that they would like to be used a student or staff member; the MHC chosen name policy does not permit these names being used off campus unless there is explicit permission from the constituent. In the case of permission to use chosen name, the constituent's name and recognition name will be updated. | Bio Demo | ||
21 | Suspend a Session | Close a Session | Gift Processing Session | When transactions have been processed but have not yet been approved and set to the G/L, the session is closed. In this stage, it cannot be edited by a gift processor. | Gift Processing | |
22 | Address Chapters, Clubs | Constituent Chapters | Constituent Details | A record relating a constituent to a chapter; these are automically created based on constituent's addresses but can be manually added if needed. | Bio Demo | |
23 | Person | Constituents | Constituents Tab | A person/contact that is making a gift (ex. alumni who is making a gift gift to their university) | Bio Demo | Each Constituent has a corresponding Account (Household) |
24 | Source Code | ConstituentType | Constituent/Org Details | Determines a grouping of Constituents; order of Constituent Type picklist determines the Primary Constituent Type | Bio Demo | Constituent Type for Constituents is different from Constituent Type for Orgs. See the Constituent Overview: Constituent Type Hierarchy for information about how the Primary Constituent Type is determined. |
25 | CASM entry | Contact Reports | Prospect Management sub tab | Contact reports represent any interaction with the constituent. Some may be marked as "is substantive contact", but not all will be. | Prospect Management | Could be an email/phone call/meeting with the constituent |
26 | Correction | Gift Processing Session | Any change made to a gift, pledge or pledge payment prior to approving a session and sending to the G/L | Gift Processing | If a change is made prior to session approval, it is a correction. If a change is made after session approval, it requires an adjustment. | |
27 | Deduction | Gift Processing Session | Shows an active deduction for employees | Gift Processing | ||
28 | Designation | Designation | Gift Processing Session | The department/unit/fund where the gift will be going to | Gift Processing | Chart of Accounts Interface is the master that usually loads this data |
29 | Designation Beneficiary | Designation Details | Recipient of an endowed funds - scholarship, professorship, chairmanship etc. | Stewardship | ||
30 | Primary Donor and Contact Person on DSD | Designation Stewardship | Constituent/Org Details Designation Details | Specific individual(s) or entity responsible for being contacted and stewarded regarding a gift tied to a particular designation, which could include the donor, the donor's family, and/or a designated report recipient. | ||
31 | Designational Details | Opportunity Record | Keeps track of designations for a specific payment/pledge/gift - looks up to the Designation object | Gift Processing | ||
32 | Disbursement | Disbursement | How to process a gift that a company will match to its employee in which the company gets hard credited and the employee is soft credited | |||
33 | CASE scores | Engagement Scores | Constituent Details > Ratings | A measure of how actively and meaningfully a donor or prospect engages with your organization, utilizing the CASE methodology. Gives a 0 or 1 score for Philanthropic, Volunteer, Experiential, or Communications engagement. | Prospect Management | |
34 | New Term | Formstack | App Launcher | Salesfore App that serves as a no-code form builder and workflow automation solution to collect data, generate documents, and capture eSignatures directly within the platform. | System | |
35 | Funding Interests | Constituent Details > Funding Interests | An area or topic that an individual or organiztion is interested in gifting to (an association, nonprofit, philanthropic interest, etc.); used to solicit specific projects | Bio Demo | Listed in both Household and Constituent | |
36 | Asset Class on DSD | G/L FASB Type | Designation | Used for coding whether a designation/fund is restricted (on a permanent or temporary basis) or unrestricted, according to financial accounting standards. | Gift Processing | |
37 | Gift | Gift | Opportunities Tab | A one-time gift made by a constituent or organization | Gift Processing | Opportunity Name starts with a G |
38 | MD Status/Date | Gift Capacity Ratings | Ratings | A research-developed rating describing the total in charitable contributions a prospect has the capacity to give over a 5 year period. | Prospect Management | |
39 | Type | Gift Type | Gift Processing | Types: Pledge - initiated by constituent or organization; pledge can be tied to one or more designations and each designation can have one or more installments; installment frequency vary Gift - one time gift by a constituent or organization Recurring Gift - gift that automatically processes based on constituent-determined cadence. Matching Gift - gift that matches an donor's gift | Gift Processing | |
40 | GPDI | Giving Details | Constituent/Org Details | Keeps track of specific gifts, pledges, and pledge payments made by the constituent or organization. Includes soft credit transactions as well. | Gift Processing | |
41 | Communication Codes | Giving Society | Constituent/Org Details | Various groups that recognize the members of our community whose generosity ensures that “Mount Holyoke forever shall be." Includes Laurel Chain Society (automatically added), Cornerstone Society (automatically added), Mary Lyon Society (manually added), and Cornerstone Society (manually added) | Bio Demo | |
42 | GPGI | Giving Summary Information (Overall) (Pledges) (Pledge Payments) (Gifts) | Constituent/Org Details | Details all fundraising information -- basically a summary of all the gifts made by the constituent or organization | Prospect Management | |
43 | Hard and Soft Credits | Hard and Soft Credits | Gift Processing Constituent/Org Details | Credit given to the constituent/org directly making the gift (the one responsible for giving the money/object of value); primary donor | Gift Processing | |
44 | Hard and Soft Credits / Soft Credit (2 different locations on Sessions tab) | Gift Processing Session | Credit given to the constituent/org indirectly making the gift (did not give the money) | Gift Processing | Spouses of constituents are automatically given soft credit (unless the "prevent soft credit" flag is checked) | |
45 | New Term | Household | Organizations Tab | An organization that represents the household a constituent (or multiple constituents) belong to | Gift Processing | Every constituent has a household (automatically created when a constituent is created) |
46 | Pledge Schedule | Installments | Gift Processing Session | A portion of a pledge that needs to be paid off | Gift Processing | |
47 | Involvement Code | Constituent/Org Details | Stores master list of Involvement Codes - the actual values (chess club, marching band etc.) | Bio Demo | ||
48 | Relations | Involvements | Constituent/Org Details | Any association/club/memberships the constituent or organization is involved with, extended engagement volunteer role, limited engagement volunteer role, or award | Bio Demo | Good for grouping people together (ex. alumni association) |
49 | Is Anonymous Donor | Constituent/Org Details Gift Processing Session | If checked, all gifts for a donor will be automically marked as anonymous during gift processing. If false, a gift processor can manually mark a contribution as anonymous. | Gift Processing | A checkbox/flag | |
50 | New Term | Is Current Parent | Constituent Details | Indication that someone is a parent of a current MHC student. The box will be checked when the person has a constituent type of "Parent" and has a parent/child relationship with someone that has a constituent type of "Current MHC Student" | Bio Demo | |
51 | Lifetime Cash (?) | Constituent/Org Details | Shows all paid transactions (gifts or pledge payments) made by donors | Gift Processing | ||
52 | Major Codes | Degree Information | Store master list of codes (major, minor, certificate degrees issued by different schools) from Student Information System used by the degree information object | Bio Demo | ||
53 | Matching Gift | Matching Gift | Opportunities Tab | A gift that a company will match to its employee in which the company gets hard credited and the employee is soft credited | Gift Processing | Opportunity Name starts with a M Only made by organizations not individual constituents |
54 | Name | Constituent Overview | Stores different variation of names; types include: former, person chosen, birth, student, stage, full name (primary), former, legal and other. | Bio Demo | ||
55 | Names | Constituent Details | Stores different variation of names; types include: former, person chosen, birth, student, stage, full name (primary), former, legal and other. | Bio Demo | Custom object | |
56 | Nickname | Constituent Overview | A chosen nickname | Bio Demo | ||
57 | Non-Gift Amount | Gift Processing Session | The amount of something given by the institution back to the constituent | Gift Processing | Think of it as the university giving back to its donors Ex. Constituent gifts $200, school gives $50 worth of basketball tickets, non-gift amount is $50 and the gift amount becomes $150 which is taxable | |
58 | Contributions, Proposals | Opportunities | Opportunities Tab | A pledge/gift/matching gift that a constituent has made. Proposals are also a type of opportunity. | Gift Processing | |
59 | Organizations | Organizations | Organizations Tab | An account that a constituent can be connected to -- can be a company or family foundations or a household | Bio Demo | |
60 | IHS Documents sent and select Comm Codes | Outreach Campaign | Campaigns Constituent Details Gift Processing Session | A record that details a specific communication or outreach for mass communications or appeals | Marketing | |
61 | New Term | Parent Organization | Organization Details | The top-level account in a hierarchy used to link and organize a main company with its various subsidiaries, branches, or related accounts. | Bio Demo | |
62 | Pledge | Pledge | Opportunities Tab | A promise by a constituent to gift in the future -- will be paid off through pledge payments and set up as installments; initiated by constituent or organization | Gift Processing | Opportunity Name starts with a P |
63 | Pledge Payment | Pledge Payment | Opportunities Tab | A payment on an existing pledge | Gift Processing | Object ID starts with a T for transaction |
64 | Pre-Balance Report | Gift Processing Session | Report that shows the monetary amounts made in a session prior to closing and approval | Gift Processing | Should be checked to make sure all amounts and credits are matched correctly | |
65 | New term | Presidential Address | Constituent Overview | Populated for the "Preferred", "Home", and "Business" Addresses as a formalized version of the address; abbreviations are spelled out (e.g. Ave becomes Avenue) | Bio Demo | |
66 | New term | Primary Constituent Type | Constituent Details | Highest one (according to the Constituent Type picklist) that is selected if a Constituent has 2 different constituent types Ex. Graduated Alum and Parent --> Graduated Alum | Bio Demo | |
67 | Primary Staff | Primary Relationship Manager (PRM) | Roles | Internal user who's in the main person in charge of prospecting for a constituent | Prospect Management | |
68 | Reunion Classes, first listed | Primary Reunion Class | Constituent Details | Indicates the primary class that an alum is associated with and which class their fundraising is tied to | Bio Demo | |
69 | New Term | Private reports | Reports | Private Reports are Salesforce lightening reports stored in a user's personal folder and are visible only to the creator and users with administrative permissions. | Reporting | |
70 | Propensity Scores | Propensity Scores | Ratings | A score that indicates a prospect's inclination to engage in philanthropic activities, including gifting time or money to charitable causes in general. | Prospect Management | |
71 | Proposals | Proposals | Prospect Management sub tab | An idea for a specific type of future gift; has a "stage" field for forecasting and probability of gift | Prospect Management | A pledge/gift can be attached to a proposal ex. asking for a library gift |
72 | Leadership & Planned Giving Solicit Tracks | Prospect Pool | Prospect Management sub tab | Group or collection of potential donors who are being considered for cultivation, solicitation, or stewardship. | Prospect Management | |
73 | New Term | Public reports | Reports | Public Reports are stored in shared folders and are accessible to all users in the organization, subject to folder sharing settings and individual user permissions. | Reporting | |
74 | Ratings | Ratings | Scores that estimate a donor’s ability, interest, and likelihood to give, helping fundraisers prioritize outreach. | Prospect Management | ||
75 | Recognition Name | Constituent Details | The formatted name for a constituent that will appear in external locations (Volunteer Hub, Directory, etc); includes prefix, first name, middle initial, last name, and suffix. | Bio Demo | ||
76 | Related Constituent (?) | Constituent/Org Details | A constituent or organization that is related to the current object | Bio Demo | ||
77 | Person Relations | Relationships | Constituent/Org Details | A relationship between a constituent and another constituent record | Bio Demo | Spouse relationship is used to create automatic soft credits |
78 | Reminder | Gift Processing Session | If checked, the constituent gets a monthly reminder about a pledge that is still active (not fully paid) | Gift Processing | A checkbox/flag | |
79 | Remarks, Contact Reports with MM (Moves Management) Type | Research Notes | Prospect Management sub tab | Used to document and store detailed insights about a prospect or donor that have been gathered through research, analysis, or interactions | Prospect Management | |
80 | New Term | Research Product Log | Prospect Management sub tab | Reports any research done on the constituent during the prospect management process | Prospect Management | |
81 | Responsible Person | Gift Processing Session | Internal user who's responsible for making the gift happen (the person who got the constituent/org to gift) | Gift Processing | ||
82 | Reunion Classes | Reunion Classes | Constituent Details | Indicates the various classes that an alum is associated with | Bio Demo | |
83 | New Term | Review Transactions v2 | Gift Processing | Gifts processed through the interface goes through the Review Transaction object; usually these gifts indicate a donor ID, if none is found, it will create an Interim object for matching | Gift Processing | |
84 | Salutation | Salutations | Constituent Details | Automatically created from names, used when mailing constituents; stores a constituent's individual or joint salutations (if married) as well as different salutations by Author | Bio Demo | Can be formal/informal and single/joint (if married) |
85 | Send to G/L | Gift Processing Session | General Ledger - where monetary amounts are saved for accounting purposes | Gift Processing | ||
86 | Communication Codes, Mail Codes, Stop Sol Codes, Privacy Flags | Service Indicator Value | Constituent/Org Details | Stores master list of Service Indicators - the actual values (do not mail, do not call etc.) | Bio Demo | |
87 | Communication Codes, Mail Codes, Stop Sol Codes, Privacy Flags | Service Indicators | Constituent/Org Details | Type of action assigned to a constituent that is related to how to approach the constituent based on the constituent's preferences. E.g. NQM - Excludes constituent from receiving a hard copy of the Alum Magazine, NDE - Excludes constituent from giving emails. | Bio Demo | Ex. do not mail, do not call, do not solicit; send newsletter |
88 | Session | Session | Sessions Tab | Period of activity that is devoted to processing gifts (gift/pledge/pledge payment); grouping of transactions associated per gift processor | Gift Processing | Not limited to one pledge/gift -- can do multiple actions in one session Interface gifts are grouped by 50 gifts per session |
89 | Campaign | Solicitation Campaign | Campaigns Constituent Details Gift Processing Session | A coordinated initiative to request gifts from prospects, often tied to a specific purpose (annual fund, capital campaign, scholarships, etc.). | Gift Processing | |
90 | Progress Level on solicit tracks | Stage of Readiness | Constituent/Org Details | Indicates a prospect’s current position in the fundraising pipeline, based on their demonstrated interest, capacity, | Prospect Management | |
91 | Status | Status | Constituent Details | Indicates the current state of the constituent record. Active indicates that they are living and contactable. Active - Email Only indicates constituents with a working email address but do not have a valid mailing address. Deceased indicates that we have confirmed their passing. Deceased (Unverified) indicates that we have reason to believe they have passed but do not have a confirmation. Lost means that the constituent is not contactable. | Bio Demo | |
92 | Cultivation Plan, Solicit Strategy, and Steward Strategy from solicit tracks | Strategy | Constituent/Org Details | Documents any internal user's strategy on how to approach/interact with the constituent/org during prospect management | Prospect Management | |
93 | Tasks | Constituent/Org Details | Any sort of activity or task that the internal user does in relation to the constituent/org | Prospect Management | ||
94 | Pay Method | Tender Type | Gift Processing Session | The form of payment - could be a physical entity (stock, equipment) or a monetary value (cash, check) | Gift Processing | |
95 | Commemoration | Tribute | Gift Processing Session | A constituent that a gift is made in relation to. A tribute can be an "In honor of" or "In memory of" | Gift Processing | |
96 | Wealth Scr/Date | Vendor Wealth Ratings | Ratings | A rating to calculate the giving capacity of a constituent/org to determine the probability of successful gifts; determined by wealth rating vendor (iWave, Donor Search, etc) | Prospect Management | |
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