DDAR Definitions (in progress)

Published: 23rd September 2020

Please find the collated definitions as discussed on the Slack channel #proj-ddar-definitions. You can raise amendments to any of these in the Slack channel or email Barry.

 

Prospect Rating

We use these groupings to tailor fundraising and communications to donors and prospective donors to ensure they are appropriate for the recipient, including the nature and value of any fundraising ask.

Ratings are an assessment of likely gift capacity – they do not take into account an individual’s level of affinity or connectedness with the institution.

 

Giving

Cash gifts of between £1 and £9,999 and recurring gifts/pledges where the average yearly value is up to £9,999 are reported as Regular Giving.

Cash gifts of between £10,000 and £1m and recurring gifts/pledges where the average yearly value is between £10,000 and £199,999 are reported as Major Giving.

Cash gifts of over £1m and recurring gifts/pledges where the average yearly value is over £200,000 are reported as Principal Giving.

All these figures are counted before Gift Aid, although Gift Aid will be included in fundraising totals.  Any recurring gift/pledge payments count to the category of the initial pledge.

 

Donor:

  • Gives money (including to a crowdfunding project);
  • Or has signed a gift agreement/set up a DD, even if no instalment has yet been made, as long as the pledge is not cancelled;
  • Or is the spouse/partner of an alumnus/na who gives money or has pledged and we are told it’s a joint gift; (CHANGES TO THIS?)
  • Or is the spouse/partner of a non alumnus/na who gives money or has pledged, and we are told it is a joint gift; (CHANGES TO THIS?)
  • Or provides random gifts around university. (probably needs refining?)
  • Or pledged a legacy which has been realised (after they’ve passed away).

 

Types of Gift:

Income: This is cash “in the bank” we have received from donations this year.

Criteria: Gift Type is one of (Cash, Pay-Cash, Recurring Gift Pay-Cash, MG Pay-Cash, Gift-in-Kind) fund is not “Event Payments” and excludes NAFUM & HKFUM (as they log the gifts against the person).

 

New Funds: This includes new single gifts and new pledges secured this year. Some of this will count towards income (see above) if cash payments have been made in the current year. Total is counted over 5 years (as per Ross Case) and to include Gift Aid.

Criteria: Gift Type is one of (Cash, Pledge, Gift-in-Kind, MG Pledge, Recurring Gift) fund is not “Event Payments” and excludes NAFUM & HKFUM (as they log the gifts against the person).

 

Budget Relieving:

Where gifts contribute to full economic costs, programmatic costs, core funding requirements or expenditure already agreed (i.e. for capital). These gifts are usually identified at the point the gift is agreed. They can be identified on the Fund record, by checking the ‘Fund is restricted’ box – if this box is un-ticked, it’s budget relieving.

 

Alumni:

Alumnus/na: An individual who has completed a course offered by the University as recorded on Campus Solutions. This includes: PhD, Masters, and/or Undergraduate degree level study; Postgraduate and Undergraduate Certificates and Diplomas; Honorary Graduates; Erasmus students; Exchange students; Study Abroad students; Visiting students; Short course students (e.g. Executive Education); Professional Development students; and those courses ‘validated’ by UoM. It excludes MAP only participants who don’t progress to full UG study, Pre-Sessional English students, and MOOC students.

Degree Alumni: ‘Alumni’ who hold a full degree following PhD, Masters, and/or Undergraduate degree level study. It excludes: Honorary Graduates; Erasmus students; Exchange students; Study Abroad students; Visiting students; Short course students (e.g. Executive Education); Professional Development students; and those courses ‘validated’ by UoM; MAP only participants who don’t progress to full UG study; Pre-Sessional English students; and MOOC students.

No Award Alumni: ‘Alumni’ who have completed a course that doesn’t result in an award. This includes: Honorary Graduates; Erasmus students; Exchange students; Study Abroad students; Visiting students; Short course students (e.g. Executive Education); Professional Development students; and those courses ‘validated’ by UoM. It excludes: PhD, Masters, and/or Undergraduate degree level study; Postgraduate and Undergraduate Certificates and Diplomas; MAP only participants who don’t progress to full UG study; Pre-Sessional English students; and MOOC students.

Short Course Alumni: ‘Alumni’ who have completed a course that doesn’t result in an full degree level award, but does result in an award. This includes: Postgraduate and Undergraduate Certificates and Diplomas. It excludes: PhD, Masters, and/or Undergraduate degree level study; Honorary Graduates; Erasmus students; Exchange students; Study Abroad students; Visiting students; Short course students (e.g. Executive Education); Professional Development students; those courses ‘validated’ by UoM; MAP only participants who don’t progress to full UG study; Pre-Sessional English students; and MOOC students.
(Mark, should I change to some Postgraduate and Undergrad Certs and Diploma?)

Affiliate Alumnus/na: An individual who has completed at least six months of a course offered by the University as recorded on Campus Solutions. This includes: PhD, Masters, and/or Undergraduate degree level study; Postgraduate and Undergraduate Certificates and Diplomas; Honorary Graduates; Erasmus students; Exchange students; Study Abroad students; Visiting students; Short course students (e.g. Executive Education); Professional Development students; and those courses ‘validated’ by UoM. It excludes MAP only participants who don’t progress to full UG study, Pre-Sessional English students and MOOC students.

Student: An individual who is currently studying a course a course offered by the University as recorded on Campus Solutions.

 

Volunteer: An individual who has, in principle, agreed to help in some capacity with DDAR/University activities (will have one of the following Types in Volunteer tab: AR – Volunteer, AR – International Volunteer, AR – Student Volunteer,  AR – School Governor (?), AR – Influencer (?)).

 

Contactable: A contactable alumnus/na is ‘a person who to the best of our knowledge we are able to contact by one or more of post, telephone or email’.
Someone who has opted out from all contact methods will not be ‘contactable’ even if we have what we believe to be valid details for them.  Someone who has opted out of one or more methods may still be ‘contactable’ as long as we have at least one valid method we can use.  TPS numbers do not count as a contactable telephone method as we cannot call them for ‘marketing’, although we can call them for administrative purposes.

 

Events:

Event Attendee: An alumnus/na or guest who has attended an event.

Event Registrant:  An alumnus/na who is registered to attend an event.

Event Invitation: A communication by email or post inviting an alumnus/na/guest to RSVP for an event.