> ## Documentation Index
> Fetch the complete documentation index at: https://docs.virtuous.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Terms & Definitions

Several terms have product-specific meanings which are explained below

<Info>
  **Terminology Conventions to Know:**

  1. **Project** means different things in CRM+, Raise, and Volunteer.
  2. **Volunteer's API uses different field names than its UI** The API uses `project` and `campaign`- the UI calls these *Opportunity* and *Initiative*. \
     The API field names will not change.
</Info>

### Campaign

A grouping of fundraising or programmatic efforts. CRM+: top-level grouping of Communications and Segments, **read-only via API**. Raise: surfaces on Donations as the Motivation Code. Volunteer: called *Initiative* in the UI; API field is `campaign`.

### Channel Type

The medium for a Communication in CRM+ (Email, Direct Mail, Event, etc.). Required when creating a Communication via the API.

### Communication

A specific outreach event in CRM+ tied to a Campaign. Has a Channel Type and one or more Segments. Communications **can** be created via the API even though their parent Campaigns cannot.

### Contact

The top-level person or organization record in CRM+. Contains one or more Contact Individuals; every Gift, Pledge, and most other CRM+ records hang off a Contact.

### Contact Individual

An individual person within a Contact record. A Contact can have multiple Contact Individuals (e.g. a household with two spouses); one is marked `isPrimary`.

### Contact Method

A communication channel (email address, phone number, mailing address) attached to a Contact Individual.

### Custom Collection

A user-defined data table in CRM+ for tracking non-donation transactions (purchases, services, ticketed events). Collections must be created in the UI; records inside an existing collection can be managed via the API.

### Custom Field

A user-defined field that extends a CRM+ record type (Contact, Gift, etc.). Each Custom Field has a type: text, number, date, dropdown, multi-select, or currency.

### Donation

Raise's term for a financial gift recorded against a Donor. The Raise equivalent of a CRM+ Gift.

### Donor

Raise's term for a person or organization that has made a Donation. The Raise equivalent of a CRM+ Contact.

### Gift

CRM+'s term for a financial gift recorded against a Contact. Includes one-time gifts, recurring gift instances, pledge payments, and reversing transactions.

### Gift Transaction

The endpoint and pattern for bulk-importing Gifts into CRM+. Handles Contact matching via Reference Source/ID and is the recommended path over direct Gift creation for any external integration.

### Gift Type

The classification of a Gift — `Cash`, `EFT`, `Credit`, `Stock`, `In-Kind`, `Pledge Payment`, `Recurring Gift Payment`, `Reversing Transaction`, etc.

### Initiative

Volunteer's UI label for what the API calls a `campaign`. See **Campaign**.

### Motivation Code

In Raise, a code that surfaces on Donations to identify the campaign or appeal that generated the gift. Maps to Campaign in the integration with CRM+.

### Opportunity

Volunteer's UI label for what the API calls a `project`. See **Project**.

### Passthrough Gift

A Gift where one Contact is the legal donor and another receives soft credit. Common pattern for peer-to-peer fundraising and donor-advised funds.

### Pledge

A commitment to give a specific amount over time in CRM+. Paid down by Pledge Payments; pledge write-offs are irreversible.

### Premium

A good or service given to a donor in exchange for a gift, with an associated fair-market value that affects the gift's tax-deductible amount.

### Project

Has product-specific meanings. CRM+: a designation that gifts can be allocated to via `projectCode`. Raise: a fund or destination for donations; gifts can be split across multiple Projects. Volunteer: called *Opportunity* in the UI; API field is `project`. The three are separate concepts in separate systems even though they share the term.

### Receipt Segment

A Segment Code applied to gifts for receipting purposes. Can be set at gift time via the `segmentCode` URL parameter on a CRM+ giving form.

### Recurring Gift

A scheduled, repeating Gift in CRM+. Created by including a `frequency` value on the first Gift in the schedule.

### Reference ID

A string identifying a record in your external system. Combined with Reference Source, lets you look up the corresponding Virtuous record without storing the Virtuous ID locally. See [Using Reference Source & Reference ID](/crm/recipes/reference-source-and-id).

### Reference Source

A string identifying the external system that created or sourced a record. Combined with Reference ID, identifies the record uniquely.

### Reversing Transaction

A Gift Type used to reverse a previously recorded Gift. Refunds from Virtuous Payments appear in CRM+ as Reversing Transactions.

### Segment

A subdivision of a Communication in CRM+. Identified by Segment Code; used to track which appeal variation a gift came from.

### Segment Code

The string code for a Segment. Used as a URL parameter on giving forms (`segmentCode=...`) and on Gift records to attribute the gift to a specific Segment.

### Webhook

An HTTP callback delivered when an event occurs. All three Virtuous APIs support webhooks with product-specific event catalogs ([CRM+](/crm/reference/webhook-events), [Raise](/raise/reference/webhook-events), [Volunteer](/volunteer/reference/webhook-events)).
