This document outlines the constituent code structure for classifying donors in Raiser's Edge. It lists the active constituent codes as of 7/1/2011, including short descriptions, long descriptions, and notes. Changes are indicated, with "From" codes representing previous descriptions that are being merged or replaced. Guidelines are provided for determining which constituent code types to use for annual reports, mailings, and other purposes.

1. Raiser’s Edge Manual
2011
XYZ High School
Draft 4 - 4/18/2011SOS Data Solutions, Inc.

2. Overview and Description of Raiser’s
Edge Gift Classification System
Campaign
 Your overall objective for raising money
 The broadest type of record for classifying solicitations and gifts
 Act as an umbrella over funds and appeals
 A single campaign can have any number of funds and/or appeals under it
Fund
 Identifies where gifts and pledges should be recorded for financial
purposes
 The Fund field is required when entering gifts
Appeal
 A solicitation that brings in your gifts
 Can include: auctions, direct mailings, phonathons
 Because some gifts can be unsolicited, an appeal is not required on a gift record
 Goals can be set for appeals and reports run tracking progress toward goals
Package
 Provides the ability to track and analyze the success of different solicitations within a single appeal
Campaign
Fund
Appeal Appeal
Package Package
Fund
Appeal
SOS Data Solutions, Inc. Draft 4 - 4/18/20112

3. F u n d s
C a m p a i g n s
XHS Campaign & Fund Structure
As of July 1, 2011
2012 Fund for XYZ
Scholarship -
Alumnae
Scholarship –
JKL
Scholarship –
MNO
Grant – PQR
Scholarship –
DEF
Scholarship –
GHI
Annual
Unrestricted
Annual
Restricted
Program -
Athletics
Program –
Mission Week
Program –
Music
Department
Program - PSP
Program -
Retreat
Program -
Technology
Program -
Theatre
2012 Capital
Campaign
XXX
2012
Endowment
Teacher Grant
- Smith
Scholarship –
General
Endowed
Scholarship –
Pat
Scholarship -
HHT
Scholarship -
Wolf
Scholarship –
Taylor
Scholarship -
James
Scholarship –
Memorial
Scholarship -
Adams
Scholarship –
Mary
Scholarship –
John
Teacher Grant
– Jones
Teacher Grant
– White
Endowment
General
2012 Special
Events
Spectacular Walk for XHS
2012
Non-Annual
Gifts
New Entry
Main Campus
Fund
Category:
Annual
Fund
General
Fund
Category:
Annual Fund
Scholarships
Fund
Category:
Annual
Fund
Programs
Fund
Category:
Capital
Campaign
Fund
Category:
Endowed
Teacher
Grants
Fund
Category:
Endowment
General
Fund Category:
Special Events
Fund
Category:
Non-
Annual
Gifts
SOS Data Solutions, Inc. Draft 4 - 4/18/2011
Fund Category:
Endowed Scholarships
3

4. Notes about Campaigns & Funds
 New Campaign records should be added each year
(Currently five active Campaigns have been agreed upon; at
the beginning of each FiscalYear, five new Campaign records
will be added)
 Fund records remain the same from year to year; new Fund
records should only be added after careful consideration by
the database committee
 Funds must be synchronized with the Finance Department
General Ledger
 Funds will be grouped into “Fund Categories” as well to help
facilitate organization and reporting
 Naming Conventions for Campaigns and Funds should follow
the patterns outlined on the Campaign & Fund Structure Chart.
SOS Data Solutions, Inc. Draft 4 - 4/18/20114

5. Addressee/Salutation Structure
Draft 4 - 4/18/2011SOS Data Solutions, Inc.5 *PR=Primary Record **SR=Secondary Record
Alumnae & Staff
Primary Addressee Family Addressee
Structure Formula:
First Name
Maiden Name
Last Name
Class Of
DEFAULT
Structure Formula:
PR*Title
PR First Name
PR Class Of
“and”
SR**Title
SR First Name
SR Last Name
Structure may differ as necessary
when requested by Constituent.
NOTES
Female Name will come first
by Default
Might be added to other
constituent groups if they
prefer their Primary to be an
individual listing but still
want a family option.
All OTHER Groups
Primary Addressee Annual Report Listing
Structure Formula:
PR*Title
PR First Name
PR Class Of
“and”
SR**Title
SR First Name
SR Last Name
Structure may differ if requested
by a Constituent for mailing
purposes.
DEFAULT
Structure Formula:
PR First Name
“and”
SR First Name
SR Last Name
Structure may differ as necessary
when requested by Constituent.
NOTES
Male or Female Name may
come first depending upon
Constituent record set-up.
May be added to Alumnae
and Staff IF they request a
different Annual Report
listing than the individual
format default for Primary
Addressee.

6. Addressee/Salutation Hierarchy
Draft 4 - 4/18/2011SOS Data Solutions, Inc.6
Annual Report
Use the following
Addressee/SalutationTypes
INTHIS ORDER:
1) Annual Report Listing
2) Primary Addressee
Notes
Alumnae/Staff:
Since theAnnual Report Listing will
be added by exception to these
records, you would want to use it
first if it existed, if not, the Primary
will provide the correct individual
name format.
OTHER Groups:
TheAnnual Report Listing will be
added to all of these records, as this
Type does not include the
Mr./Mrs./Ms.Titles/
Mailings
Use the following
Addressee/SalutationTypes
INTHIS ORDER:
1) Family Addressee
2) Primary Addressee
Notes
Alumnae/Staff:
This will pull the listing with spouse first,
and if does not exist, will pull the Individual
listing.
May just use the primary depending on the
purpose of the mailing, if it is just to go to
the individual.
OTHER Groups:
This group will NOT generally include a
family addressee, but when doing mail
exports that include alumnae/staff and other
groups, using this same structure will
accommodate all groups simultaneously.

7. Constituent Code Structure
Active Constituent Codes as of 7/1/2011
Draft 4 - 4/18/2011
SOS Data Solutions, Inc.7
NEW Short Description NEW Long Description Notes Change FROM Code (Previous Descrip.)
ADMINSTRN Administration
ADVMTCOMM Advancement Committee Use From/To Dates
ALUMGRPNT Grandparent of Alumnae NEW
ALUMPARNT Parent of Alumnae Past Parent
ALUMBOARD Alumnae Board Use From/To Dates Alum Board
ALUMNAE Alumnae Will include former code: Attended XHS/Did Not
Graduate
BOARDMMBR Board Member
BUSINESS Business Includes Vendors
CURCCEMPL Current Custodial/Café Employee Custodial/Café Employee
CURFACLTY Current Faculty Use From Date Faculty
CURGRDPNT Current Grandparent Grandparent
CURPARENT Current Parent
CURPRFSTF Current Professional Staff Professional Staff
CURSUPSTF Current Support Staff Support Staff
ELECTOFFL Elected Official NEW
FORCCEMPL Former Custodial/Café Employee Use From/To Dates
FORFACLTY Former Faculty Use From/To Dates
FOUNDATN Foundation
FRIEND Friend Will include former code: Future Parent of Student
FORMRSTFF Former Staff Use From/To Dates
GRADESCHL Grade School
HIGHSCHOL High School
MATCHGICO Matching Gift Company If very few, may be merged with Business
ORNGIZTN Organization Parish Church w/ Pastor
PARISH Parish Church
SISTERMER Sisters of Mercy Mercy School
SOMERSCHL Sister of Mercy School
STERGCOMM Steering Committee Use From/To Dates
STUDENT Student Future Graduates of XHS
UNAFFILED Unaffiliated Will include former codes: Daughter Withdrawn, Hall
of Fame, Honor, Rocket Spectacular Attendee, Rocket
Parent Board, Tribute Donor, Walk Donor
NEW