Hi there,
I'm trying to pull a list of all $5,000 + donors, and I need to include all donors who have been soft-credited; for example, the list will pull foundations, but not the constituent attached to the foundation. I've been told I need to add a field for this in system tables, and that someone on this forum might be able to walk me through it. Can someone help me out?
Thanks so much!
Kelsey,
The way that I always pulled soft credits was through list builder but with custom criteria elements that I think that IT could do for you or Sandra Asby could maybe help you with so you can do it. The fields I used are:
If you wanted to pull a list of all $5,000 donors you would have you regular criteria in the top section and then the bottom (your or statement) you would do the same thing but with your creditee criteria and that would give you a list of all donors regardless of how the gift came in.
Hope that helps a little!
I actually use the Fund Activity Report under Finance for this sort of thing. I export my list out to Excel or Access then filter under the last field "Creditee Name" looking for any names (excluding out blanks). I then take these records and copy the "Creditee No" and "Creditee Name" from them and paste them over the "Customer_no" and "Lname" fields. This then changes the organizations to the actual people who were soft credited. It has worked great for me for years. Hope this helps.
I should have mentioned if you want to list both, as we normally do. I copy all the fields to excel change the fields as shown and then paste the records back into the original file. That will make a duplicate of the entries for both the organizations and the soft credits.
This situation and similar ones come up quite frequently for us. I finally ended up creating a custom view based on vs_contribution and t_creditee. Then I built several custom list criteria and output set elements based on that view to let me do exactly what you're talking about. (We haven't been using it for long, but so far so good.)
Creating a custom view is something you would need your database admin to do for you, but once you have that set up, you can set up the list criteria yourself if you have access to t_keyword, (and output set elements if you have tr_query_element and tr_query_element_parameter.)
There are some caveats to doing it this way, however. It's possible to have multiple soft credits for the full amount on the same contribution, for example, and you should be aware that the soft credit doesn't necessarily get adjusted when the gift is adjusted.
I'm happy to go further into the details of what we're doing, if that would be useful. I am not a DBA myself but I have the SQL for the custom view and our custom list criteria and would be happy to share.
...and if others have found cleaner solutions to this, I'd love to hear what they are! :)
I'll second Matthew's method. I kept getting requests for development lists that treated creditees as donors. So I created a custom view that folds contributions and soft credits together and treats them all the same.
The caveats Matthew mentioned are important ones for sure. But as long as every one knows when to use the custom list elements and when to use the standard ones, you should be in good shape. If this is something you need even once a month then I think it is definitely worth exploring.
I'd be happy to share the SQL for the view or answer questions if you have any.
Hi Kelsey,
I can’t advise in adding data to the system table, but one way to find a list of donors with soft credits out of the box is by running the Campaign Giving Comparison report in the Campaign and Appeal folder. Although this report is mostly used for comparing two campaigns, one can use it for other purposes. In this case select the campaign(s) you want to view. If you only want one campaign select any campaign for the 2nd group. On the second screen you can select what creditee types you want to include. When the report is exported as a CSV file, the actual donor amount is in one column and the credited amount is in a separate column. Creating a column to add the donor amt and credited amt will give the total amount to the first campaign group. By using a data filter for this new total amounts you can find total giving >= to the amount you are looking for. You can then copy these id numbers into a new file to import them as a list back into Tessitura. Although this might be a long way around, it’s a relatively easy way to find donors at a certain level with soft credits for those who might not have a lot of technical support to create custom views, etc.
T.C. Brown
PSO Database Administrator
412.392.4834
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kelsey Beaumont Sent: Friday, March 15, 2013 10:28 AM To: TC Brown Subject: [Tessitura Development Forum] Creating lists of soft-credited donors
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Hi Terry,
I am writing regarding your solution of using the Fund Activity report and Excel to get soft credited constituents into a total giving report. My one question is I assume that you must NOT limit the report to certain constituents like I am doing for a Board of Directors list. Is that correct? My exported list does not include any gifts from Donor advised funds since my list only asked for a list of Board of Directors. So I have no creditee information in the excel fields. Does this make sense? In summary, I am trying to get a annual giving report for each board member, some of whom have given through donor advised funds. Any donation given through a donor advised fund does not show up in the Fund activity report when I run it for a Board list.
Thanks for any help or suggestions!
Debra Schoemaker Development Coordinator
Luther Burbank Center for the Arts 50 Mark West Springs Road Santa Rosa, CA. 95403 main office: 707.527.7006
direct: 707.800.7506 fax: 707.545.0518
dschoemaker@lutherburbankcenter.org web: lutherburbankcenter.org Enrich. Educate. Entertain. Founded by the community to serve the community Become a Member to support and share this experience
Hi Debra,
I'm going to guess it is because the donor advised fund constituent number is not in the list you have filtered by for your board members. That makes this a bit difficult.
There is a different report I would recommend for this now. The Campaign Giving Comparison Report under Campaign Appeals on the second criteria screen allows you to select to include from Creditee types. I use this report a lot even when I do not need to compare campaigns. The only issue with this report might be that it uses Contribution Date only, there is no choice to use Transaction date. If the contritubution date works for you the Campaign Comparison report can be set to show only one campaign by selecting a non-contribution campaign for Group 2 and leaving filter giving as none. This will give you the totals of only the one contribution campaign you set for Group 1.
I did just test this with a board list and was able to get the donor advised contribution to show up under the constituent who was soft gifted. I am assuming you soft gift your donor advised fund to the donor not the other way around (Contribution was created under the Donor Advised fund and soft gifted to the donor).