# Donors at a $ Level

Howard Marmorstein

We get asked this all the time.  How many Donors do we have at a $ level.


I have to pull using soft credits because a gift may come from a partner or an org - and soft credited - to get the totals.  E.g., a person gives X and their partner gives Y - so together X + Y is greater than my threshold (same thing with an Org too)


but don't know how to get them unique.  I can use an Export with the query and choose head of household.  so, that removes the partners.


But the orgs still exist and the person still exists.


Tried SC as recipient only but that didn't work.


Anyone have any thoughts?


For a high $ amount I can manually remove the "dupes" but at a lower level it's impossible.



 

Hilda Pries

I am curious about this as well. We do not soft credit people from org gifts, so that I can easily run reports, including soft credits, and get an accurate figure.

Howard Marmorstein

if only we could do that.  Unfortunately we have to record who makes the gift - the org - and then we need to show it on the donor's record so we're stuck with SC'ing.

Christine Cooke 2

use a donor category report.  pull based on Head of Household only and include SC to all.  


You will get the number of donors in each giving level, the records that have dupe names but they will have a # symbol to denote it's a SC and dupe name

Howard Marmorstein

That may work for person and partner but it
doesn’t help with the orgs.  We still need to manually remove
the orgs after.  Right?

 

Howard J
Marmorstein

Senior Analyst /
Senior Associate Director, Development Operations

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J Baumann

Use the built-in Donor Category Report.


In Configuration, Tables, you define the giving levels you want, then on the last Tab of the report, choose which Donor Category table (you have at least 3 you can create in Confg.).  You can see detail, summary by levels, include or exclude Soft Credits, which gift types are included, and most of the other filtering regular RE reports include.  You can also create an Output Query of your results if you want to delve in particular donors or gifts.  Built-in reports have a lot to offer.

Rachel Bailey

At the end of each fiscal year our Chief Development Officer requests a Baseline Donor report which shows our supporters broken out by both Category (individual, corporate, foundation, etc.) and Giving Level (cumulative over the course of the year).  There can be no double-counting of donors or revenue across criteria.  To accomplish this, I have hijacked the Segment functionality in Mail.  It is not the easiest or quickest process, but if you're interested feel free to PM me and I can give you an overview.

Craig Mulder

Posted by Howard Marmorstein on Jul 15, 2019 3:43 pm

That may work for person and partner but it doesn’t help with the orgs.  We still need to manually remove the orgs after.  Right?

Because we pull our donor reports based on receipt value, not full amount, I do not use the Donor Category Report.


I first run a query using SC to both. I then run the query through the Mail > Quick Letter process to remove orgs for which gifts are also SC'ed to an individual. I then use the resulting Query to run my export that gives me the results I want.


One issue I still have to deal with are situations where one spouse is our primary contact (and thus Head of Household) but the other spouse gets SC'ed for gifts from an Org. 


PM me if you want further details.