Foundation Constituent Codes

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Tricia Bouton
Tricia Bouton ✭
Ancient Membership Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

We are in the process of improving our constituent code list.  Right now we have one Foundation code.  We have been asked by our gift officer to break out the Foundation code into multiple codes:  Foundation - Family, Foundation - Community, Foundation - Corporate.  I was wondering what other organizations are doing with regard to flagging Foundation records.  I was also curious how others handle coding of records like Schwab Charitible Fund (foundation, DAF or Charitable Fund or something else? 

 There seems to be some debate here, so I thought i would poll some experts.  [:)]

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  • Josh Cook
    Josh Cook ✭
    Ancient Membership Name Dropper First Reply
    Tricia Bouton:

    We are in the process of improving our constituent code list.  Right now we have one Foundation code.  We have been asked by our gift officer to break out the Foundation code into multiple codes:  Foundation - Family, Foundation - Community, Foundation - Corporate.  I was wondering what other organizations are doing with regard to flagging Foundation records.  I was also curious how others handle coding of records like Schwab Charitible Fund (foundation, DAF or Charitable Fund or something else? 

     There seems to be some debate here, so I thought i would poll some experts.  [:)]

    We recently made a similar decision for reporting purposes (although we haven't implemented it yet).  These are the constituencies that we decided to use:

    • Private Foundation
    • Corporate Foundation
    • DAF/CF (donor advised funds and community foundations)

    We've been pretty careful so far not to get carried away with adding constituencies, but in this case it made sense to us, since we always count giving from those three groups separately.  I'd also be curious to hear what other organizations have done.

    Josh Cook

    Raiser's Edge Information Specialist

    Hillsdale College

  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Tricia Bouton:

    We are in the process of improving our constituent code list.  Right now we have one Foundation code.  We have been asked by our gift officer to break out the Foundation code into multiple codes:  Foundation - Family, Foundation - Community, Foundation - Corporate.  I was wondering what other organizations are doing with regard to flagging Foundation records.  I was also curious how others handle coding of records like Schwab Charitible Fund (foundation, DAF or Charitable Fund or something else? 

     There seems to be some debate here, so I thought i would poll some experts.  [:)]

    We have a constituent code for 'foundation'. We use constit code of  'donor advised fund' for orgs like Schwab. At this time we do not differentiate between family/community/corporate foundations because it is not needed for our reporting.  If it were, I would certainly consider separating them.  That's one of the nice features of RE, each org using it can adapt to meet their needs.

  • Renee Grayson
    Renee Grayson ✭
    Tenth Anniversary Facilitator 1
    I use "Foundation" for the constituency code and use the Foundation:Private, Foundation:Corporate, Foundation:Community, etc at the Industry Code.  Then I can pull a query by all Foundations using the constituency code, or segment on the industry code.

     
  • Faith Murray
    Faith Murray ✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    That's an interesting use of the Industry Code. That's a field we've never utilized at our Org - I may think about re-appropriating that. smiley
  • Jill Freidmutter
    Jill Freidmutter ✭
    Ancient Membership Facilitator 2 Photogenic

    Renee Grayson:

    I use "Foundation" for the constituency code and use the Foundation:Private, Foundation:Corporate, Foundation:Community, etc at the Industry Code.  Then I can pull a query by all Foundations using the constituency code, or segment on the industry code.

     

    I never noticed the "Industry" field before! One of the reasons I love reading the forums. Thanks.

  • Renee Grayson
    Renee Grayson ✭
    Tenth Anniversary Facilitator 1

    I do use that field for all organizations.   It helps to
    further segment the data.


    I also use attributes heavily.  It's such an added feature
    for a gift, a campaign, a fund, an appeal, a constituent, etc. And
    standard reporting allows us to include or exclude attributes.







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  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    We do a lot of reporting on Gift Constituency (which, unfortunately, is not an option in Dashboards or canned Reports, or NXT Analyze...they're all based on the Constituent Level Constituent Code; not an option for us).  Because of this reporting, we break out Foundations to:


    + Corporate Fndn (counts in the Corporate line of the report)

    + Family Fndn (includes DAFs and counts in the Individual line of the report)

    + Private Fndn (counts in the Foundation line of the report)

    + Fndn Administrator (counts in the Foundation line of the report; this is where the Greater Cincinnati Foundation, Vanguard, Schwab, Fidelity, etc. fall...for those gifts that come from these entities without being part of a DAF--DAFs have their own records)


    The Gift Constituency Field is auto-populated with the Constituent's Primary Constituent Code, but allows you to select any other Constituent Code from what is on Bio 2 (and when needed I've added a code, saved the Const Record, selected it on the Gift, and then removed it from Bio 2).  But it allows you to select a Constituency per Gift rather than only per Constituent.  This way, we can very easily compare board giving, employee giving, etc. without having to consider both Gift Dates and Constituency Dates (i.e. we can compare giving from those who were employees in FY10 to giving from those who were employees in FY16, even if they aren't employees today).



     
  • Jennifer Lange
    Jennifer Lange ✭
    Tenth Anniversary Facilitator 2 Photogenic
    Our Const Code is FOUNDATION. We then use a Const Attribute to further deliniate Fmaily Foudnation, Corp Foundation, etc.
  • Christine Cooke 2
    Christine Cooke 2 ✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    interesting that everyone is deciding to break the Foundations into parts.  I would say that is a good thing, especially if you have a lot of foundations you deal with.


    The one that I am not seeing anyone mention is the Matching Gift Foundation.  So I would suggest adding that to the list, whether you break foundations into several parts or not.  It is much easier to report on Matching gifts if the companies have their own constit code.
  • Renee Grayson
    Renee Grayson ✭
    Tenth Anniversary Facilitator 1

    You can query on Matching Gift organizations by the
    constitutent field: Organization Matches Gifts.  That
    eliminates duplication in coding.






    Renee Grayson |
    Development Specialist


    Volunteers of America, Dakotas
    | www.voa-dakotas.org


    1309 W. 51st
    St. 


    P.O. Box 89306, Sioux Falls, SD
    57109-9306 


    O: (605)
    444-6330 


    F: (605)
    444-2530


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  • Nia Smith 2
    Nia Smith 2 ✭
    Ninth Anniversary First Reply

    Renee Grayson:

    I use "Foundation" for the constituency code and use the Foundation:Private, Foundation:Corporate, Foundation:Community, etc at the Industry Code.  Then I can pull a query by all Foundations using the constituency code, or segment on the industry code.

     

    I'm definitely going to implement this idea. Thank you, this eliminates the need for attributes in some cases. 

  • Margaret Whitaker
    Margaret Whitaker ✭
    Ancient Membership Facilitator 1

    Can you tell me what “Industry code” you use
    for academic foundations e.g. from a higher ed institution?

     

    Thanks!

     

    Margaret S Whitaker

    Novant Health Foundation Prospect
    Research & Donor Management

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  • Renee Grayson
    Renee Grayson ✭
    Tenth Anniversary Facilitator 1
    I use Education:Secondary (we speak to many of our local school districts so I track those.  I add an attribute of school district and use a table for the school district name.  The district administrative offices, school board members fall into one record, then all the schools within that school district have their own record.  I can easily pull just the school district offices by the name of the record at the districts that I want to include,etc).


    Education: Higher Education for college and universities

    You could then add:

    Education: Higher Education Foundation


     

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