Glossary

CEF

Church Extension Fund

CRM

Constituent Relationship Management

FR

FundRaiser

P*I

Principal and Interest

Registration

Also known as Account

FundWriter

DDI Connect’s General Ledger Program

Loan Monitor

The individual assigned to the loan as monitor

Loan Processor

The individual assigned as the processor for the loan

loan monitor

The individual assigned to the loan as monitor

loan processor

The individual assigned as the processor for the loan

code set

A code file that contains options for selection within lists and drop down menus in the DDI Connect system. See Codes Maintenance

Alternate Gift

Also known as Alternative Gifts in the fundraising community. Within DDI Connect, alternate gifts are gifts of items such as food, emergency kits, etc., that are given rather than monetary gifts

alternate gift

Also known as Alternative Gifts in the fundraising community. Within DDI Connect, alternate gifts are gifts of items such as food, emergency kits, etc., that are given rather than monetary gifts

reciprocal code

Indicates that there is a reciprocal relationship between the current code and another. For example, if you are setting up BRO for brother, the reciprocal code for female constituents would be SIS, and BRO would be used for male constituents

Constituent

An individual, church or organization

constituent

An individual, church or organization

Earnings

DDI Connect term for salary

earnings

DDI Connect term for salary

Alternate ID

DDI Connect term for an ID or record code from old/alternate systems

alternate ID

DDI Connect term for an ID or record code from old/alternate systems

Memo

DDI Connect term for a note attached to a record

memo

DDI Connect term for a note attached to a record

IRS

Internal Revenue Service

Periodic Processing

DDI Connect term for job processing, which is configured to run based on your organization’s needs. See Setting up Job Processing

periodic processing

DDI Connect term for job processing, which is configured to run based on your organization’s needs. See Setting up Job Processing

Job Processing

DDI Connect term for the programs that are run periodically based on your organization’s needs. Includes reports, payment processing and other jobs

job processing

DDI Connect term for the programs that are run periodically based on your organization’s needs. Includes reports, payment processing and other jobs

In-kind Gifts

A kind of charitable giving in which, instead of giving money to buy needed goods and services, the goods and services themselves are given

in-kind gifts

A kind of charitable giving in which, instead of giving money to buy needed goods and services, the goods and services themselves are given

Named Fund

A Fund established by, or named for, an individual, family, corporation or other group to carry out the charitable interests of the donor(s) or deceased/honoree

named fund

A Fund established by, or named for, an individual, family, corporation or other group to carry out the charitable interests of the donor(s) or deceased/honoree

Pledge

A promise to give money. Pledges can be one time or recurring

pledge

A promise to give money. Pledges can be one time or recurring

Tribute

A gift given in honor of an individual, church or organization

tribute

A gift given in honor of an individual, church or organization

Planned Giving

Any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning

planned giving

Any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning

Prospect

A prospective donor, investor or borrower

IRA

Individual Retirement Account

Correspondent

An individual associated with an investment or loan who receives communications related to the investment/loan

correspondent

An individual associated with an investment or loan who receives communications related to the investment/loan

Loan Security

Collateral for a loan

loan security

Collateral for a loan

Loan Purpose

Reason the borrower is requesting the loan

ACH

Automated Clearing House. Used to represent funds that are automatically transferred to/from a banking account

LSP

Loan Support Program

Collateral

Item offered as security for a loan

collateral

Item offered as security for a loan

Tickler

Reminder

tickler

Reminder

Closing

When used in reference to a loan, the date that the loan is fully advanced to the borrower

closing

When used in reference to a loan, the date that the loan is fully advanced to the borrower

csv

Comma Separated Value

CSV

Comma Separated Value

YTD

Year to Date

Soft Credit

A credit applied to an individual, church or organization who did not give the actual donation, but was in some form responsible for the donation or gift

soft credit

A credit applied to an individual, church or organization who did not give the actual donation, but was in some form responsible for the donation or gift

Conference

Region

conference

Region

Conferences

Regions

conferences

Regions

Loan Guarantee

A promise by one party (the guarantor) to assume the debt obligation of a borrower if that borrower defaults (fails to meet the terms of the loan)

loan guarantee

A promise by one party (the guarantor) to assume the debt obligation of a borrower if that borrower defaults (fails to meet the terms of the loan)

Batch

A group of items, such as General Ledger journals, cash receipt items, etc.

batch

A group of items, such as General Ledger journals, cash receipt items, etc.

Document

When used in context with FundWriter, also known as Journal

document

When used in context with FundWriter, also known as Journal

SSN

Social Security Number

TIN

Tax ID Number

Fixed Asset

Typically defined as a long-term tangible or intangible asset that is not consumed or sold during the normal course of business. In accounting terms, a fixed asset is any asset expected to last, or be in use for, more than one year

fixed asset

Typically defined as a long-term tangible or intangible asset that is not consumed or sold during the normal course of business. In accounting terms, a fixed asset is any asset expected to last, or be in use for, more than one year

Consignment

Inventory shipped to a customer to be resold by them. Payment for the items is not expected until the items are sold

consignment

Inventory shipped to a customer to be resold by them. Payment for the items is not expected until the items are sold

Actual balance

If your organization sells your product on credit, the customer is invoiced and given a certain amount of time to pay. The Actual balance is the amount actually expected to be collected

FIPS

Federal Information Processing Standard. It is a 5 digit code that uniquely identifies counties and county equivalents in the US. The first two digits are the FIPS State code, and the last three are the county code within the state or possession

CWF

Christiam Women's Fund

DMF

Disciples Mission Fund

UCCIB

United Church of Christ Insurance Board

FSA

Flexible Spending Account