Hello! I'm looking for a way to pull a list of all donors who have given 1k+ in the last 14 months and what their total giving in that time was but can't seem to find a simple way of pulling this information. We have a significant number of donors who give through foundations/giving vehicles/etc. so we want to make sure soft credits are included in total giving. Any pointers on reports or other tools to pull this information?
Our institution recently had significant overturn in the Dev. office so we are reexamining our use of Tess and do not currently have donor levels setup in Tess but any pointers on how donors can automatically be added to giving levels would be helpful as well as I imagine that would greatly streamline this process in the future.
Thanks in advance for your help!
I have been wanting to do these things for forever...we thought that Memberships were automatically assigning donors to certain levels based on their total fiscal year giving, but it wasn't working like that at all, and was never built to- therefore Memberships are useless to us. Curious to see responses and if anyone has any secret solutions-
Hi Matthew,We pull our donor lists using extractions - screenshot below, but we ad criteria like contribution date, the fund, the amount and the constituent role (we select Owner & Owner/Initiator) This creates a list of the people matching the criteria
You can then run a report/utility (Current constituent giving by list) to get the actual donated amount (total and per fund) for that list.We actually also allocate donors to donor levels, but I'm not across how that's set up or managed sorry!
Following for any leads on automatically assigning donors to specific levels. That would save me tons of time every year.
As for setting up programs (like a donor list) and donor levels the creation is done through System tables (T_Program, and TR_Donation_Level). Then managed individually in the Names tab-> Program Names on a donors record.
Once we had everything setup, our IT wizards were able to take our lists and names add the appropriate entry to each record.
I agree with Nicola. I would use an extraction to get the information or use an extraction to make a list of the donors and then use the Report called Current Constituent Giving by List and make sure you include soft credits, as you said.. However, when creating almost any extraction we have a standard set of segments we use to suppress constituents in our database. We suppress those that are inactive, deceased, staff members, etc. If we only want individuals then we add also suppress Corporations and Foundations. If you haven't made some standard suppressions, you might want to do that first.
We have 1 active Membership Organization for our Annual Fund that has 15 Membership Levels. We had custom code written year ago that assigns/adjusts membership at gift entry. It's not perfect, we still sometimes have to manually adjust the membership after a gift is entered but it's not bad. Our membership can start on any day of the year and is good for 1 year then we send membership renewal letters. We usually send letters to all member whose membership is up that month or sometimes we do 2 or 3 months worth of letters together and send letters to members who membership is up that month and WILL be up in 1-2 months (so we send them a little early).