Donor Management Glossary

Welcome to the Keela Nonprofit CRM Glossary. This quick reference helps fundraisers and nonprofit leaders master donor management and engagement terms. Browse clear definitions, real-world examples, and FAQs arranged from A to Z to sharpen your CRM skills and boost impact.

#A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A

A

Accessibility Compliance

A

Acknowledgement Letter

A

Address Verification

A

A

Archiving Historical Donor Data

A

A

Audit Trail in a Nonprofit CRM

A

Automated Donor Tagging Rules

A

Automated Task Assignment in Donor CRMs

A

Automation Trigger in a Nonprofit CRM

A

Average Gift Size

B

Bank Feed Sync in Nonprofit Accounting

B

Bank Reconciliation

B

Board Member Profile

B

C

CAN SPAM Header

C

CASL Compliance

C

CCPA Compliance

C

CRM Automation Actions for Donor Outreach

C

CRM Workflow Templates for Nonprofits

C

C

C

Campaign Report

C

Canadian Charitable Tax Receipt (CRA)

C

C

Charitable Tax Receipt Requirements

C

Churn Probability

C

Click Through Rate

C

Cohort Analysis

C

Cohort Retention Curve

C

Communication Plan

C

Communication Preference

C

Conditional Rules in CRM Automation

C

C

C

Contact Timeline

C

Conversion Rate

C

Crowdfunding Page

C

Crypto Donation

C

Currency Conversion

C

C

Custom Report Builder

D

Data Retention Policy

D

Data Validation Rules in CRMs

D

D

Delays and Wait Steps in CRM Workflows

D

D

Donation Growth Rate Calculation

D

Donation Import

D

Donation Widget

D

Donor Acquisition

D

Donor Engagement Level Scoring

D

Donor Heat Map Visualization

D

Donor Lifetime Value

D

D

D

Donor Retention Rate

D

Donor Stewardship Plan

D

Donor Touchpoint Tracking in CRMs

D

D

Duplicate Record Detection in Donor Databases

E

E

E

E

Email Personalization Token

E

E

Engagement Report

E

Engagement Score

E

Escalation Rules for Major Gift Prospects

E

Event Seating Chart Management

E

Event Sponsor Record

E

Event Waitlist Automation

E

Exporting Data from a Nonprofit CRM

F

Field Mapping for CRM Data Imports

F

Fund Accounting

F

Fund Allocation

F

Fundraising Goal Projection

F

Fundraising Report

F

Fundraising Thermometer

G

G

General Ledger Code

G

G

G

Giving Capacity

G

G

G

G

G

Grantor Record in a Nonprofit CRM

H

HIPAA Compliance

H

Household Record

I

IP Allowlist for Nonprofit Databases

I

I

If-Then Branching in Nonprofit CRM Workflows

I

I

Interaction Log

L

L

M

Major Donor Flag