Personal or Organization Information
A constituent's ID, demographics, and biographical information can help you identify and understand them at a high-level. Under Constituent summary on a constituent's record, you can view these details under Personal info or Organization info.
In the Gender field, you can view how a person defines their gender, such as male, female, or non-binary. Understanding an individual's gender, or how they identify themselves, can help foster comfortable and positive interactions. For suggestions on how to engage donors based on gender, see Demographics Best Practices.
Tip: In the database view, admins can set up the available options in Tables under Configuration.
In the Date of birth and Age fields, you can view an individual's date of birth and how old they are, based on that date. You can use this information to tailor your communication with constituents, such as to reach out to Millennials via social media or other online channels rather than direct mail. For suggestions on how to engage donors based on age, see Demographics Best Practices.
In the Marital status field, you can view an individual's relationship status, such as married, single, or divorced. You can use this information to avoid potentially awkward interactions — such as with someone who recently separated or divorced — as well as to help identify candidates for soft credits on gifts.
Tip: In the database view, you can set up the available marital statuses in Tables, under Configuration.
For an individual who passed away, you can view the date saved when you marked them as deceased — such as when they passed — in the Deceased field. For more information, see Deceased Individuals.
In the Constituent ID field, you can view the identification number of the constituent's record in the database. Use this to help ensure you have the right person or organization, such as for people with the same name, subsidiary businesses, or members of a franchise.
Tip: From Configuration in the database view, your organization can choose whether to generate sequential numeric constituent IDs. To automatically assign IDs when you add constituents, select Generate IDs under Business Rules and then select Constituent IDs.
To update these details for a constituent, select Edit, Personal info or Organization info under Constituent summary on their record.
Tip: Don’t see this option? Contact your system admin for rights to make this type of change.