Default constituent code?

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Sherri Fosdick 2
Sherri Fosdick 2
Seventh Anniversary Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello!

We're in the process of cleaning up our constituent codes and I'm wondering how others, particularly in the health care field, handle constituents that do not fit easily into an existing code category. These may be first-time, possibly "one-and-done" donors that we still want to keep track of. This is a source of discussion/disagreement in the office. Does anyone use Friend? Individual? Donor?


Thanks so much for any guidance/advice!
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  • Kimberly GalandakOConnor
    Kimberly GalandakOConnor
    Eighth Anniversary 10 Comments Photogenic Blackbaud Champion

    We use Friend for anyone that doesn't fit any other category.  It is a big pot but works for us.  Hope this helps!

     

     

  • Barbara Schlichter
    Barbara Schlichter
    Tenth Anniversary 10 Comments 25 Likes Photogenic

    Sherri Fosdick:

    Hello!

    We're in the process of cleaning up our constituent codes and I'm wondering how others, particularly in the health care field, handle constituents that do not fit easily into an existing code category. These may be first-time, possibly "one-and-done" donors that we still want to keep track of. This is a source of discussion/disagreement in the office. Does anyone use Friend? Individual? Donor?


    Thanks so much for any guidance/advice!

    We use Patients and Friends.  We also only allow one constituency code per person.

  • Heather MacKenzie
    Heather MacKenzie
    Tenth Anniversary 1,000 Likes 1000 Comments Photogenic

    Sherri Fosdick:

    Hello!

    We're in the process of cleaning up our constituent codes and I'm wondering how others, particularly in the health care field, handle constituents that do not fit easily into an existing code category. These may be first-time, possibly "one-and-done" donors that we still want to keep track of. This is a source of discussion/disagreement in the office. Does anyone use Friend? Individual? Donor?


    Thanks so much for any guidance/advice!

    Our constituent codes don't have the same limitation, but I would vote for friend probably.

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Just depends on your constituent code structure. Those one-time donors you described would easily fit in on eof our 'donor', 'donor - special event/GIK' or 'donor-memorial/tribute' constituent codes.

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