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Definitions of standard and third-party matching gifts

The “Collaborative Production” (ColProd) campaign hierarchy is used to track credit shared for collaborative gifts across multiple university departments when they work together to realize the gift.

Step-by-step guide on how to create a Public Media Effort (indirect mailing),

Provides instructions on how to create a DART link for a Constituent's record for your Tableau tool tips.

Divorced "2nd" parents are not added to DART via the Incoming Freshman interface; this was a business decision made at the creation of the interface. There is currently an ITS request to update the interface to create these records. Until the interface is updated, a manual workaround is required. This document outlines the processes necessary to manually create the 2nd parent records.

Learn about DART Codes, DART Code Tables, and OUD Code Review

Definitions of counting methodologies (cash, production, campaign, MProfile/LifetimeRec) and how each type of transaction is counted for each methodology.

Provides an overview of DART Marketing Efforts, how they are used for communications, the components within them, and a link to request one.

A “Constituent Affiliation” or simply an “Affiliation” is a way to track connections between constituents and the University. Constituent affiliations can also be used to track connections between constituents and a Unit, School, or College. Constituent affiliations generally answer the question “How is this constituent engaged with Michigan?”. Constituent affiliations can also be used to track specific internal processes that affect specific DART records (e.g. if a constituent is screened by

A “educational involvement” or simply an “involvement” is a way to track student activities, clubs, organizations, and programs that an alumni participated in when they were a student at the University of Michigan. This section of DART tells users what activities students participated outside of the classroom. Individual units are responsible for supplying this information to DART (see below). Involvement examples include the LSA Biological Station, Pi Beta Phi, Development Summer Internship Pro

Definitions of all types of revenue charitable transactions that might be counted for Development

Details on querying for cash credit using Business Objects

Definitions of revenue (transaction-based) and recognition (constituent-based) for giving counting and reporting

Details on querying for MProfile credit using Business Objects

Details on querying for campaign credit using Business Objects