Reporting on Board Giving

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Zello
Sent: Wednesday, March 24, 2010 1:07 PM
To: Ryan Creps
Subject: [Tessitura Development Forum] Reporting on Board Giving

I looked that over yesterday and the other one suggested on the list.

The report is quite clumsy, if I may be frank, for my purpose.  I have to pick a start date, but have no control over the campaign or end date.  It is definitely date oriented.

The Pledge Gift report is better, but is limited by the fact that I can only choose ONE campaign.  Since we have board members that might choose to different projects in a given year as well as their annual gift, I’ll have to run this report several times to get the total of the giving during any one given season.

I’m close, at least,

Chris

The original name of the “Current Constituent Giving by List” report was named simply “Board Giving Report”.  It was designed to report what you are requesting.  It’s under the Development category.

I'm trying to find what our Board giving was for any given fiscal year.  The campaign doesn't matter.  It could be a sponsorship, subscription add-on contribution, gala ticket purchase, or annual gift.

I've created lists showing anyone who might have been on the board during the time frame of the season.

What report will tell me this? 

The Donor FY Giving Summary works great BUT doesn't give anything to me before the 2005-2006 season.  (Bummer!)

The Fund Activity report gives me the lifetime giving for the list.

Other ideas?

Thank you,

Chris

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

I looked that over yesterday and the other one suggested on the list.

The report is quite clumsy, if I may be frank, for my purpose.  I have to pick a start date, but have no control over the campaign or end date.  It is definitely date oriented.

The Pledge Gift report is better, but is limited by the fact that I can only choose ONE campaign.  Since we have board members that might choose to different projects in a given year as well as their annual gift, I’ll have to run this report several times to get the total of the giving during any one given season.

I’m close, at least,

Chris

The original name of the “Current Constituent Giving by List” report was named simply “Board Giving Report”.  It was designed to report what you are requesting.  It’s under the Development category.

I'm trying to find what our Board giving was for any given fiscal year.  The campaign doesn't matter.  It could be a sponsorship, subscription add-on contribution, gala ticket purchase, or annual gift.

I've created lists showing anyone who might have been on the board during the time frame of the season.

What report will tell me this? 

The Donor FY Giving Summary works great BUT doesn't give anything to me before the 2005-2006 season.  (Bummer!)

The Fund Activity report gives me the lifetime giving for the list.

Other ideas?

Thank you,

Chris

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!