Donor Information
Donors Donors are the constituents who contribute to a fundraising purpose. When you select the Has donor information checkbox on the Add fundraising purpose type screen, the Donor Information tab appears on fundraising purposes based on the type. are the constituents who contribute to a fundraising purpose. When you select the Has donor information checkbox on the Add fundraising purpose type screen, the Donor Information tab appears on fundraising purposes based on the type.
On the Donor Information tab you can review information about the revenue a purpose has received from donors. For example, you can see the highest gift given to the purpose, what type of gift was it, if there were any write-offs, when the last payment was made, and when the most recent gift was made.
To make reviewing revenue information easier, use the filters located just above the Donor information grid. In addition to the Search field, you can filter the results by designation, campaigns, transaction types, or date ranges. Using the filters, you can quickly access information about the transactions, such as gifts made in the last week, all pledges made towards this purpose, or all gifts for a particular designation or campaign. Once you select your filters, select Apply to filter the grid.
Note: When you apply filter criteria the data in the columns will not change, unless the "Designation" filter is applied. For more information about how information in the grid is calculated, see the How is column information calculated? section below.
The Donor information grid includes columns for Donor, Date, Transaction type, Application, Amount, Total paid, Write offs, Balance, # of payments made, Last payment date, Original transaction amount, Designations, Campaigns, Corpus, and Benefactor. In the grid, use the arrows next to each donor to expand and collapse the information as needed. If any of the transactions from the constituent were made anonymously, the anonymous icon appears by the constituent name. If any of the payments had splits, the revenue splits icon appears by the constituent’s name.
Note: When a pledge is not marked anonymous, but a payment on that pledge is anonymous, the anonymous icon displays on the individual payment in the details section, but does not display on the pledge or next to the donor’s name.
The Recurring gift details panel displays a breakdown of the transaction date for each payment, the amount of each payment and the designation ID for each payment. The Pledge details panel displays four columns of information: summary and split information, total of the payments made, total amount of write-offs with the date the write-offs were made, the amount each write-off was made for, and the designation ID for the designation the write-off was made towards.
You can select any transaction in the grid that appears as a link to drill down to the original transaction record. Household records do not show up in the data list unless the transaction was made by the household.
Note: Transactions display in the currency in which they were made. For example, if a donor makes a donation in Japanese yen, the transaction amounts display in yen, while other transactions display in US dollars. Keep in mind, this means that if you export the data and try to sum the columns, the numbers will not match until you find all the yen transactions and convert them manually to US dollars. All payments shown in the details section will display in the currency in which the original transaction was made, regardless of the currency in which payment was made. This allows the amounts, total paid and balances to add up correctly.
Donor. This column displays the constituent's name and lookup ID for the person who made the payment, or owns the commitment. For example, Cindy Smith pays one of John Smith's pledge installments. Cindy Smith does not show on the Donor Information tab. However, if you were to search for Cindy Smith, John Smith's pledge would be included.
Date. This column displays the transaction date of a commitment or payment. For recurring gifts, the Date column is the date of the first installment. For example, if John Smith says he wants to make a recurring gift to the Lab designation, but has yet to a make payment toward that recurring gift, the recurring gift does not display on the Donor Information tab.
Amount. This column displays the amount of the payment or commitment designated toward the specified purpose . Since recurring gifts do not represent an actual valued commitment, the Amount column is blank. Because there is no guarantee that the installment will come in or stay the same, only payments made towards recurring gifts display on the Donor Information tab.
Total paid. On commitment rows, this column displays the sum of all payments designated toward the specified purpose, regardless of date. To see all the payments made toward that commitment, select the chevron next to the donor name, which expands the details panel. The balance displayed reflects the balance as of today’s date.
Write-offs. This column displays the sum of all write-offs that meet the criteria specified and that were made toward that commitment. To see more details about the write-offs, expand the details panel for that transaction. Recurring gift write-offs do not display. For example, if John Smith had a pledge of $1,000 split between the Lab designation and the Equipment designation and John had a write-off of $250 for each of those designations, which were both part of the research purpose, and you filtered to see only the Lab designation, then the write-off amount would show as $250.
Balance. For commitments, this column is the difference between the Amount column and the sum of the Total paid and Write offs columns. This reflects the balance as of today’s date.
# of payments made. This column displays how many payments, which meet the criteria specified, were applied to that commitment.
Last payment date. This column displays the date the last payment, which meets the criteria specified, was made for that transaction.
Original transaction amount. Some transactions allow you to enter an original transaction amount. For those transactions, that amount displays in this column. Please note, when present, this value is not effected by any filters – it will be the value entered as the ‘original amount’ on the transaction.
Designations and Campaigns. These columns display all of the designations and campaigns that the transaction goes towards within that purpose. If part of the transaction was split to a designation outside of the purpose you are looking at, open the details panel to see what other designations the transaction went towards.
The splits displayed in the details panels on the Donor Information tab reflect the number of designations to which a commitment is split. It does not reflect the number of applications a payment was split toward. For example, if John Smith made a pledge for $5,000 and wanted all of it to go toward the athletics fund, the pledge on the Donor Information tab would show as one split in the details section, because it is going toward one designation. If John Smith made a pledge for $5,000 and wanted $2,500 to go to the athletics fund and $2,500 to go to the research fund, this would show as two splits in the details section of a pledge on the Donor Information tab. However, if John Smith made a payment of $5,000 and wanted $2,500 to go toward his pledge to the athletics fund and $2,500 to go toward a donation to the track and field building fund, which is under the same purpose as the athletics fund, the pledge would show a payment of $2,500 and display a split of one, and would not have any information about the donation.
The split gifts icon will appear for payments when the payment is applied to commitments which are split across more than one designation, or if the payment is applied to multiple commitments which have differing designations. The split gifts icon will appear for commitments when the commitment is split across multiple designations. If the split gift icon appears on a payment and there is only one split indicated in the details section, it indicates that the original payment has been applied to more than one designation, but the portion of the payment being displayed is only being applied to one designation under the current Fundraising Purpose.