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!
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.
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).