This section defines certain terms that you must be aware of when using the PowerWorker Engage product. The terms refer to user-interface elements in a consistent way to help you become familiar with the solution.

Common PowerWorker Engage terms

Term	Definition
Navigation bar	The horizontal bar across the top of the solution interface.
Navigation pane	The vertical panel along the left side of the solution interface.
Action pane	The horizontal bar is just below the navigation bar.
Section	A bold element in the navigation pane, for example Workplace. A portion of a tab or form. Contains fields or tiles.
Entity	A set of records about one thing, such as contacts. An item listed in a section of the navigation pane that you can select to open a view of its records, such as Contacts.
View	A filtered set of records from one entity, such as Active Contacts. Appears just below the action pane.
Record	An instance of an entity, such as a contact record. A record usually has tabs that group related fields.
Tab	A portion of a record that you view by selecting the tab's name near the top of the record. Tabs often have sections that contain fields or tiles.
Field	An attribute of an entity. A box to enter or display the value of one attribute for a record. Some fields are read-only because they reflect data that's input somewhere else or is calculated from other field values.
Tile	A portion of a tab that displays one or more values about the tab's record.

Relationship

Contacts and accounts are the foundation of PowerWorker Engage. These records let you manage all information related to your contacts, organizations, households, and their gifts. Using these records, you can connect contacts to organization accounts and to household accounts.

Term	Definition
Contact record	Stores contact information and preferences for an individual constituent, and links to records for related gifts, receipts, interactions, and accounts (organizations and households).
Organization account record	Stores contact and gives details about a constituent organization, plus the companies, agencies, facilities, vendors, and departments that the organization works with. An Organization Account record links the organization to records for related gifts, receipts, interactions, and individual constituents.
Household account record	Provides a summary of gifts, interactions, and opportunities for one or more individual constituents who live together.

Gifts

Term	Definition
Gift	Any transaction, donor commitment, or payment schedule that triggers gift processing and any related reporting.
Transaction	A record to track a donation received by your organization. Transaction records track key information about gifts or items transferred from a constituent to your organization. Transactions can apply to an outstanding donor commitment, fulfill an outstanding designation plan, or trigger the creation of a designation credit. Transactions can be a donation or a soft credit.
Donation	A payment or transfer of items to your nonprofit from a constituent.
Soft credit	A donation that a constituent influenced but didn't make, such as a matching gift.
Donor commitment	A record of a donor's agreement to make a gift to your organization. Gifts can be one-time or split into several donations on a schedule. A donor commitment can be linked with the following entities: - Account - Campaign - Contact - Designation - Payment Schedule
One-time pledge	Represents a donor’s commitment to make a one-time gift at a defined time in the future.
Sustaining pledge	Represents a donor’s commitment to make several payments on a defined schedule.
Payment Schedule	Sets out the cadence and conditions of payments for a sustaining pledge. A payment schedule can be linked with the following entities: - Account - Contact - Designation Credit - Designation Plan - Donor Commitment - Payment Asset - Payment Method
Recurring donation	A commitment to give on an ongoing basis. Donors can commit to a recurring donation with a specific end date or no end date. A recurring payment schedule contains a payment method that connects it to a credit card or bank account.
Pledge schedule	Splits a sustaining pledge across several time periods, and groups the commitments under one payment schedule record. A pledge schedule shows the amount and cadence of the partial donations within the pledge but doesn't contain a payment method.
Gift-in-kind	A donation made in the form of goods or services that have real value, instead of a gift of cash.
Acknowledgment	A communication to acknowledge a gift or event registration. Typically, an acknowledgment has the form of a thank you letter. Acknowledgments can contain related financial information, but they don't come with a receipt record and can't help prove eligibility for tax benefits.
Receipt	A financial statement that records the amount a donor has paid, split into the amounts that are tax deductible and aren't tax deductible. The receipt is also a record type in the PowerWorker Engage solution that is linked to donors, transactions, and event registrations.
Receipt stack	Uses a unique set of receipt numbers to easily differentiate how, where, or when a receipt is produced. A receipt stack is required to generate a receipt.

Payment processors

The PowerWorker Engage solution supports payment processing through Stripe payment gateway.

Prospecting

Term

Definition

Opportunity

Represents prospective, pending, and closed "deals" or gifts. This entity allows organizations to track their efforts to build relationships with prospective donors. An opportunity commonly tracks assigned fundraisers, ask amounts, campaigns, designated funds given to, and similar details. Opportunity pipeline management helps development and gift officers forecast likely gifts by when they close.

An opportunity can be linked with the following entities: Account, Campaign, Contact, Designation, Designation Plan, Donor Commitment, Lead, and Preference.

Fundraising

Term	Definition
Campaign	Defines and manages outbound marketing and outreach activities for a fundraising initiative. Includes the prospective and actual recipients of campaign messaging, and the expected and actual results of those campaign activities. Campaigns allow you to understand what activities are producing revenue for your organization across renewal mailings, telemarketing, online donation forms, the activity of major gifts officers, and more. The campaign record also tracks the source of funds. A campaign can be linked with the following entities: Designation, Designation Plan, Lead, Opportunity, Parent Campaign, and Planned Giving.
Appeal	Represents a delivery method used in a campaign. Events, emails, and direct mail are all ways to ask for a donation. The success of these methods is tracked against an Appeal, which in turn is related to the parent campaign.
Package	Represents a specific instance of interaction between target donors and your organization as part of an appeal, such an email sent to a select group of contacts.
Designation	An earmark for allocating funds, including general ledger-relevant accounting codes. Designations let donors tell your organization how to spend their donations. The designation contains the setup information needed to track expected and received revenue to a financial system. It also indicates how the income should be spent. A designation indicates what specific process is required to book and reconcile the gift. A designation can be linked with the following entities: - Campaign - Designated - Credit - Designation Plan - Donor Commitment - Opportunity
Designation plan	Rules and commitments related to how designated revenue should be spent per the wishes of the donor. A designation plan is always related to a designation. An enterprise resource planning (ERP) system would be the recipient of these transactions either as rolled up values or the entire transaction if it required more detail. An example for a designation plan is a payout that is interpreted as accounts receivable and therefore requires a vendor. The Designation Plan entity is a line item attached to a Pledge, Payment Schedule, or Campaign entity that indicates how associated payments should be designated. Sometimes, 100% of a donation is designated to a single fund. Ideally, it goes to an unrestricted fund that the nonprofit can use in any way that they wish. At other times, a donor has specified that the donation should be "split designated" among two or more funds. For example, a donor who gives $5,000 might specify that $1,000 goes to the unrestricted fund, $1,000 to the new building fund, and $3,000 to building water wells in the sub-Saharan Africa fund.
Designation credit	Indicates payment received. Designation credits can be listed independently from a designation plan, but are always associated to a designation, a parent gift, and a direct relationship to the donor. A designation plan can be fulfilled when designation credits are associated to it. Like the designation plan, the relationship to the designation is what dictates how the process should interact with the payment.
Adjustment (Designation)	The process of altering either an expected designation (a donor commitment) or applying a payment (a gift) to a designation.

Overview