What year-end reports do you run?

Mark Guncheon 2

Well, it's that time of calendar year again and I've been asked to pull some reports about this past year's donations and donors. This gave me pause to consider, "what reports did I run last year" and "Where would I find the reports I ran last year" and finally, "I hope those reports don't need as much post-running editing as they did last year."


It also made me wonder what reporing all of you do at the end of the year? Let me know. 


Here are some of mine:

Online Giving comparison - I started managing our online efforts with NetCommunity and other online services and have grown our online donations from barely 3% to over 12%. 


Calendar year Donations by amount: 1-499.99, 500 - 999.99,  1,000 - 2499.99, 2500.00 - 4999.99, 5,000.00 - 9,999.00, 10,000 - 24,999.99 and 25,000.00 and above. These are our membership levels.


Using those same levels, I do reports that show # of gifts, total given, everage per gift and % of total yearly given for each level.


Happy New Year and much success to you in 2018.


Mark Guncheon


 

Preston Meche

We run annual statement reports for all constitutents who have requested consolidated receipts. People who have recurring gifts (i.e. monthly gifts) get one receipt at the end of the year documenting their annual giving for that year. Saves time and paper. Go to Reports --> financial reports --> annual statement report --> New 

Heather MacKenzie

We have an end of year presentation we make to our board, which includes pulling all kinds of data, and then there's a year dollar total we send off to our corporate parent for production, but that's pretty much about it for my office.  I'd like to start doing the LYBUNT and SYBUNT as a standard.  We are attempting to retain donors more, and I think this would help that effort.