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Current Parent / Past Parent Management of Constituent Code

Last post 09-29-2009 3:08 PM by Kate Persons. 4 replies.
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  • 08-27-2009 3:17 PM

    • Traci Holinger
    • Not Ranked
    • User Since: 2004
    • Posts 7
    • Organization: Regis Jesuit High School
    • Products:  The Raiser's Edge

    Current Parent / Past Parent Management of Constituent Code

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    How do you denote a current parent from past parent in RE?  I have entertained the idea of creating an additional constituent code, we currently only have one called "Parent".  Should I create a second or use attributes?

    Traci
    Filed under:

  • 08-28-2009 5:37 AM In reply to

    • Charlotte Ory
    • Top 50 Contributor
    • User Since: 2003
    • Posts 122
    • Organization: British Museum Development Department
    • Products:  The Raiser's Edge

    Re: Current Parent / Past Parent Management of Constituent Code

    Reply Contact

     Could you not use the constituency code date from and date to fields?

    Charlotte Ory
    Raisers Edge Consultant and Trainer

    07834 407 858
    charlotte@charlotteoryconsulting.co.uk
    www.charlotteoryconsulting.co.uk

  • 09-15-2009 2:20 PM In reply to

    • Traci Holinger
    • Not Ranked
    • User Since: 2004
    • Posts 7
    • Organization: Regis Jesuit High School
    • Products:  The Raiser's Edge

    Re: Current Parent / Past Parent Management of Constituent Code

    Reply Contact

    Yes, we just started using those and I realized it has effects on our lists in our Annual Report.  If you have a data from and date to can you still apply gifts to that constituent code or do you always have to have an open const code?

    Traci
    Filed under:

  • 09-17-2009 4:24 PM In reply to

    • Beth English
    • Not Ranked
    • Posts 1
    • Organization: Prestonwood Christian Academy

    Re: Current Parent / Past Parent Management of Constituent Code

    Reply Contact
    We use different constituent codes: Parent, Former Parent and Alumni Parent Constituent Codes.  It does mean that every year I have to roll over a set of parents to either Former or Alumni Parents.   But this makes it clear when doing prospecting and reporting.  For financial reporting that ties into constituency, I use the constituent code on the gift (which is the primary constituency at the time of the gift). 

  • 09-29-2009 3:08 PM In reply to

    Re: Current Parent / Past Parent Management of Constituent Code

    Reply Contact

    We also have separate constituency codes for current parents and past parents, as described by another user who replied already. 

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