Fundraising Hierarchy Progress Report

The Fundraising Hierarchy Progress report shows progress of the designations in a hierarchy toward a specific goal. The report shows total raised, how much has been received, new commitments, the total amount of planned gifts, percent of goal, and number of gifts. The total raised represents how much has already been received and how much exists as new commitments. New commitments include pledges, subtracted by how much has been written off for those pledges. The totals are broken down by designation.

Note: To prevent double-counting of pledges made and installments paid during the same time period, totals in the Received column do not include payments applied toward pledge installments.

To run the report, open a fundraising purpose and click Fundraising hierarchy progress under Reports. On the report, you must specify a goal against which you want to measure progress before you can run the report. After you select a goal, click View Report.

You can print the report or export it in several different formats.