How to Set up Raiser’s Edge Advanced Constituents Settings

In this article, we’ll guide you through setting up the Advanced Constituent Settings for the Raiser’s Edge integration, including Spouse Relationships.

By syncing these constituents, you can gain deeper insights into donor behaviour and identify potential long-term donors for your organization.

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1. Go to the Main Dashboard
2. Select Integrations from the menu on the left-hand side and select Blackbaud
3. Click Settings
4. Navigate to Advanced Constituents Settings

Advanced Constituents 

1. Use the drop-down menu to select the Advanced Constituents you want to add:
   1. Auction Bidder - the individuals who bid in your silent auction but did not win
   2. Free Purchaser - those who obtained a free ticket or item for your fundraiser
   3. Ticket Holder - individuals for whom an event ticket was purchased, though they did not buy it themselves
   4. Uploaded Attendee - event attendees added through the Trellis Attendee Bulk Upload

Spouse Match Settings 

If your organization uses Spousal Relationships in Raiser’s Edge, you can decide how gifts should be handled when a spouse makes a purchase, and if that spouse is a non-constituent. 

1. Select which spouse should be the Default Spouse for Gift
   1. Always sync gifts to the Head of Household: this means that the gift will always appear on the spouse that is marked as the head of household, even if the purchaser is a non-head spouse. The spouse will always be soft credited if they are a full constituent.
   2. Always sync gifts to the purchaser: this means that the gift will always sync to whichever spouse is the purchaser.
2. If you select to sync gifts to the purchaser, you can also select what happens if the purchaser is a non-constituent:
   1. Convert purchaser to constituent and sync gift: this converts the non-constituent spouse into a full constituent in Raiser’s Edge so that the gift can be synced. The other spouse will be soft credited.
   2. Convert non-constituent spouse to a full constituent: this keeps the non-constituent spouse unchanged and syncs the gift to the full-constituent spouse.
3. Click Save to complete the Advanced Constituent Settings 

If you want to customize a specific fundraising page settings, click here to learn how.