Annual Report Listing Which Campaigns Do You Include

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Linda Allen
Linda Allen ✭
Tenth Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
For 13 years our annual report listing has included the following campaigns, Annual, Memorial, Event (sponsors only) and Major (non capital campaign) Grants and Planned gifts are included but listed under seperate headings. We run a seperate listing for capital campaign donors.


I have been asked to find if others include more than just Annual Campaign donations in their annual listing.
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Linda,

    Our annual report includes "donors" to annual fund (used to sponsor Y memberships), "grants from private foundation and civic organizations for program and capital support,"  a list of "endowment members".  If memorial/honorarium was given to annual fund they are included in special section under annual fund.


    Like you, we run separate listing/recognition with our capital campaigns.
  • Susan Kies
    Susan Kies ✭
    Tenth Anniversary Facilitator 1 Photogenic Loyalty
    We include everything.


    If you gave, you are listed. And probably more than once, as we do all donations by giving category, but also parents by grade, alums by year, Grandparents/Alum Parents/Friends - and then gala support, named scholarships, memorials and tributes.


    To say that it's not my favorite time of the year when it's time to pull lists is an understatement! Ha!


    And you didn't ask, but since I've seen the question before - we publish a hard copy of the Annual Report and mail it, but we do not post it online.
  • Tim Ambrose
    Tim Ambrose ✭
    Ninth Anniversary Facilitator 1 Photogenic
    We include everything in our annual reports - it's important on our end to provide a complete overview of all activity and acknowledge all donors.
  • Brinkley Cox
    Brinkley Cox ✭
    Ninth Anniversary Facilitator 1 Name Dropper Photogenic
    Our latest Annual Report only lists our Boards, Subdistricts, Sponsors, Grants & Contracts, and Corporate Partners. We decided to go for a clean layout that was more interactive than text. We also included a PDF online version. 
  • Katherine Mannion
    Katherine Mannion ✭
    Ancient Membership Facilitator 1 Photogenic
    We list everything.  We use symbols to denote Annual, GIK, Scholarship, Capital gifts next to each constituent's name to try to conserve space.  We also have seperate lists for Leadership donors, parents and friends, honor/memorial gifts.  And lists of people who have named us in their estate plans and who have given for 10 years or more.  It's actually a nightmare!  Every year we have "exceptions" that we have to include manually, and every year there is someone who is angry for not being included somewhere they thought they should be.  We always print and mail the publication, but are thinking of putting it online next year, just to save some headaches.  We may print a limited amount to mail to VIPs.
  • Christine Cooke 2
    Christine Cooke 2 ✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    We list Annual Giving (annual fund, program giving) by giving level $$.  Consecutive giving broken into 5+ 10+ 15 + etc. years, Cumulative Giving (from however far back the org. has records, most most it's somewhere in the late 80s or early 90s), Event Support with Sponsors/Underwriting listed separately and anyone who made the effort to purchase tickets or auction items listed alpha.  Planned Gifts (legacy) is a separate list.  Oh yeah, and if you are a school, then you list annual giving by class year.  And Capital Campaign is a separate list also.

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