Does anyone have an extraction formula that gives the total giving for a calendar year for constituents? I could use not only for our January tax letters but to do annual report listings. Right now I am printing out a list of donations for the correct calendar range and adding them up in excel.
There's got to be a better way?
Nichole,
There already exists an output set item called Contribution_last_year_giving which calculates the value of contributions made in since 1 Jan of the previous year. You could always copy this item and perform different logic on the selection criteria as specified in the "Data Where" column. For example, if you made it:
datepart(YYYY,cont_dt) = datepart(YYYY,getdate()) -1
Output sets aren't "out of the box" features are they? Could you please share your output set's criteria? Thanks so much. This will be very helpful.
Nichole
I am looking for the same. Right now I run a pledge balance detail report and go into each record to find the giving for a calendar year.
Marie
--
Marie Kocher | Development Assistant
Kansas City Ballet
Todd Bolender Center for Dance and Creativity
500 W Pershing Road
Kansas City, MO 64108
816-931-2232 x 1382 | 816-931-1172 (fax)
mkocher@kcballet.org
Buy tickets and enroll for classes: www.kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nichole Gantshar Sent: Saturday, January 18, 2014 6:59 PM To: Marie Kocher Subject: [Tessitura Development Forum] Total giving for calendar year
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Hi!
We have a custom Tax Statements Report that pulls in all contributions in a specified date range and are willing to share. The report outputs contributions in seperate columns based on campaign category (ie: Operating, Endowment, Capital, etc... are all in different fields).
If you are interested in this report, please email me at jlevy@sfopera.com and I will put you in touch with our DBA.
Best
Jess Levy
San Francisco Opera
jlevy@sfopera.com
415-565-3283
Hi all,
I'm curious how many of you send out tax year receipts for your donors every year and if so, for which level or type of donors.
I welcome your responses!
Laura
Laura Fichtenberg
Director of Individual Giving
Berkeley Repertory Theatre
Theatres: 2025 Addison Street, Berkeley, CA 94704
Offices: 999 Harrison St, Berkeley, CA 94710
(p) 510 647-2907
(f) 510 647-2910
Lfichtenberg@berkeleyrep.org
www.berkeleyrep.org
Laura,
We send them for donors $250 and up. I am new in this job and asked several foundations if they expected the letter (since they only send one donation and receive a receipt with their thank you), they said yes.
Nichole GantsharDevelopment DirectorTulsa Ballet
If there were a report that didn’t require a lot of custom work, we would definitely do this. But it’s a complicated matter (I’m told) to separate out cash payments from pledges, etc.
_______________
Julie P. Hamre
Finance/Development Associate
Strathmore Hall Foundation, Inc.
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
301.581.5136; fax 301.581.5201
in office Monday-Tuesday-Thursday
www.strathmore.org
Support what you love. Strathmore Stars enjoy
10% off Strathmore performance tickets, advance
ticket purchase, discounts in the Shops at
Strathmore and in Tea Room, and access to special events.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Fichtenberg Sent: Tuesday, January 28, 2014 3:48 PM To: Julie Hamre Subject: Re: [Tessitura Development Forum] Total giving for calendar year
From: Jess Levy <bounce-jesslevy9859@tessituranetwork.com> Sent: 1/27/2014 6:18:14 PM
Hi Laura
We send our calendar year end tax statement to individuals and households who make gifts or pledge payments totalling $3,000 or more.
Let me know if you have any questions.