TeamRaiser Unconfirmed Gifts Report

Note: Organization Gift data is not returned in the results of this report. To obtain this data, see the TeamRaiser Gift Details Report in Report Writer.

The Unconfirmed Gifts report identifies the name of donors whose cash or check gifts have been recorded but not received or recorded as received, as well as the amount of the gifts and the date time stamp when they were entered as unconfirmed gifts.

This report is designed for downloading and using with a mail-merge tool to create reminder letters to the participant to collect the gifts or to donors reminding them to fulfill the gift promise. A sample Microsoft Word formatted mail-merge document is available in the Report Configuration Options.

For each gift, four columns of information display to identify the first name and last name of the donor, as well as the monetary amount of the gift and date time stamp on which the unconfirmed gift was recorded. The more gifts in the report, the wider the report. To manage the size of this report, you can limit the number of gifts to report on.

You can run the Unconfirmed Gifts Report in two different formats:

  • By participant to list each participant in one row of the report table with several columns of contact information followed by sets of four columns added for each donor of an unconfirmed gift that identifies the donor by first and last name, the gift amount, and the date when the gift was recorded. The number of four-column sets that display in the report is determined by the Number of gifts to include configuration option.

  • By donor to separate each donor’s information on to its own row. The report lists the participant’s name and registration date before listing the donor’s first name, last name, monetary amount of the gift, and date time stamp when the gift was recorded.

Note: Other report information may display in columns following the donor and gift columns depending on the configuration options selected.

By default, the report shows information for only participants with an Active status. You can select to run the report without hiding participants whose status has been changed to Inactive in case they have registration fees and gifts still applied to the event.

You can select to display the constituent information you want to include. By default, the report returns columns of information that include, for each participant:

  • Contact information like their email address and postal/residential address

  • Employer and occupation

  • Emergency contact name and phone number

  • Participation information, like if they registered online, are a primary or a secondary registrant type, participated in a previous event, and their team information (including Honorary team details if they are used in the event)

  • Registration fees

  • Fundraising information about gifts made to support their fundraising efforts, progress towards their goal, if they are using the Participant Center tools to recruit and send emails to family and friends, how they came to the registration page (the source codes), and any upsells they purchased

You can choose to sort the list by participant, by teams, or by companies.