DDAR Definitions

Published: 6th September 2019

 

Alumni Definitions

 

Alumnus/na: An individual who has completed a course offered by the University, but excluding MAP, Pre-Sessional English, Honorary Graduate, Erasmus, Exchange, Study Abroad, Visiting Student, Short Course, Professional Development, and those courses only ‘validated’ by UoM.

Affiliate Alumnus/na: An individual who has completed at least six months of a course offered by the University but excluding MAP, Pre-Sessional English, Honorary Graduate, Erasmus, Exchange, Study Abroad, Visiting Student, Short Course, Professional Development, and those courses only ‘validated’ by UoM.

Student: An individual who is currently studying a course a course offered by the University.

Degree: Alumni that hold a degree rather than a certificate/diploma.

Short Course Alumnus/na (new code): An individual who has completed one of the following: Pre-Sessional English, Erasmus, Exchange, Study Abroad, Visiting Student, Short Course, Professional Development, and those courses only ‘validated’ by UoM.

 

Donor Definition

 

  • Gives money (but not to a community fundraiser/as sponsorship);
  • 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 has been sponsored as a community fundraiser (e.g. owns a crowdfunding page);
  • Or is the spouse/partner of an alumnus/na who gives money or has pledged, unless we are told otherwise;
  • 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;
  • Or pledged a legacy which has been realised (after they’ve passed away).

 

Major Donor Definition

 

Regular Giving:

  • Regular giving is data driven but speculative; there is a high volume of asks, and asks are timed to the calendar. It is the foundation of our pipeline, providing the base from which we work and is the most effective way for us to establish giving behaviors and priorities in our donor community.
  • At Manchester, regular giving will look after gifts up to £50,000.
  • Leadership giving will be part of the regular giving portfolio, and uses blended methodologies of relationship fundraising and discreet, tailored appeal fundraising to service higher gift levels.

 

Major Giving:

  • Major giving is project led and responds to strategic goals. Equal time is spent on preparation and solicitation, and asks are timed to institutional requirements. Major giving gives us the opportunity to plan and ask strategically, and is donor centric (not donor led). It is the method that delivers against our “shop window” of strategic gift opportunities.
  • At Manchester, a major gift is defined as being between £50,000 and £1m.

 

Principal Giving

  • Principal giving or transformational giving is donor led, the majority of time is spent on preparation, and asks are timed strategically (as projects are co-created or because factors in the donor’s life present an opportunity for transformative giving).
  • At Manchester, a principal or transformational gift is defined as being in excess of £1m.

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.

 

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).

 

 

Pledge: This is a signed agreement from a donor to give us an agreed amount as a donation. This gift can be spread over multiple years as pledge instalments (see below). Many major gifts are made in this way.

 

Pledge Instalment: When a pledge is being split into multiple payments these are created as instalments on Raiser’s Edge. Each paid instalment will reduce the balance of the pledge and count towards Income (as above). Pledge instalments often have a payment schedule that can span multiple years, e.g. a £1m pledge can be split over 5 years with five £200,000 instalments. So, in the first year, we will receive £200,000 cash and this would reduce the pledge balance to £800,000 and so on until the payment schedule is complete.

 

Donor Type: For the purposes of this report we split our donors into 3 types:

  • Alumni – anyone who has an award from the University (not including MAP students and Pre-sessional English courses).
  • Non-Alumni – individual donors who have not completed a course.
  • Organisations – companies and charitable trust/foundations that make donations to the University.

 

These are all based upon the Ross-CASE categories for donors (which can be found on the Attributes tab in Raiser’s Edge).

 

Fundraising Theme: These are attached to gifts in Raiser’s Edge to convey the area in which the donor wishes their donations to assist.

 

NAFUM/HKFUM: NAFUM is the North American Foundation for The University of Manchester; HKFUM is the Hong Kong Foundation for The University of Manchester. Both of these are giving vehicles for donations to the University from supporters resident in these areas. Not all gifts from those areas go through the Foundations as donors can still give directly to us.

 

Legacy: This is a planned future donation or payment received as a result of a legacy pledge given through a will.