Weekly Gift Report

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Aidan Heck
Aidan Heck ✭
Fifth Anniversary Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi all!


I recently started in a data entry position and I'm in the process of rethinking how the person in my position reports recent gifts to the Executive Director. Currently, there is a query built in RE that is pulled before gifts are receipted, but this makes it difficult to accurately report gifts when gifts marked "do not receipt" are taken into account. Does anyone have a method of reporting gifts in a spreadsheet that is able to include a lot of constituent information that they wouldn't mind sharing? I'd love to know different ways that other organizations have been able to streamline this process. Thank you in advance!
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  • Larry Wheeler
    Larry Wheeler ✭
    Eighth Anniversary Facilitator 2 Name Dropper
    I have a query I run every morning which may work for your situation.  Mine is used to notify departments here of the gifts in their areas, but you might find it useful as well.


    I use criteria of Gift GL Post Equals Yesterday, but you could use This Week, or Last Week, and also use Gift Date if needed.    Other criteria would be up to you... such as we only send Cash type gifts to the departments - no pledges or planned gifts.  In your case, you probably want all gift types.


    For output, I have Fund Desc, Gift GL Post Date, Primary Addressee, Org Name, Preferred address parts, Fund Split Amt, Gift Acknowledge and Gift Acknowledge Date.

    I run it each morning and email the list to our Office Manager.

     
  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    We email the development team copies of every Batch's Control Report committed during that day.  Full disclosure, this is a new system but it has been working well for the last few months. 
  • Leian Ireland 2
    Leian Ireland 2 ✭
    Sixth Anniversary Photogenic First Reply
    We run a weekly gift report with a query to pick up all gifts from the previous week (exlcuding a couple of types that they currently don't want included).

    I then have an export set up with standards set (gift amt, gift date, total amt of all gifts, total amount of gifts in last 5 years), gift type, campaign, appeal, fund and contact details for the donor. That way the team can see the current gift but also the cumulative gifts as well as contact details if they decide the want to send a card/email etc.
  • Tom Klimchak
    Tom Klimchak ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic
    Our weekly gifts reports is based off the Gift Added Date.  We do this because we don't post all our gifts and we sometimes have to add in gifts with a gift date much farther in the past than one week.  


    We include general gift info (gift type, amount, date, appeal, fund, a few fund attributes) as well as general constituent info such as ID, Full Name, Spouse Name, Solicitor, FY Giving, Life Giving and a few other attribute fields.
  • Elaine Tucker
    Elaine Tucker ✭
    Ancient Membership Facilitator 2 Name Dropper Photogenic
    Tom,


    Do you know if this has been added to the NXT idea bank - as far as I know we can't create a list in NXT based on this.

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