Donor Analysis Settings

Admins only! Donor Analysis settings control how your organization credits giving to donors and segments them by giving level. These settings determine how lifetime giving and recognition values appear on constituent records, and how donors are classified for fundraising analysis.

From Settings, select Donor analysis to configure:

  • Recognition revenue for gift amounts and soft credits that represent a constituent's overall value.

  • Donor levels to classify donors by giving level for fundraising analysis.

To help recognize a donor's overall value:

  • Track their Lifetime giving, First gift, Latest gift, and Greatest gift on their constituent record or in a constituent list. For more information, see Constituent Giving.

  • With Insight Designer, use the Gift recognition amount measure to analyze giving based on the gift types your organization considers recognition. For more information, see Giving Facts.

  • Determine which donor level a constituent falls into, based on their recognized giving.

Note: Recognition automatically includes soft credits, based on the distribution of the gift.

To best meet your needs with these totals, your organization can choose which types of gifts and soft credits to include as recognition. To help prevent double-counting:

  • If you include both pledges and their payments, recognition includes the pledge balance — not the pledge amount.

  • If you include planned gifts, the planned gift amount deducts any realized revenue.

Donor levels group your constituents by recognized giving, so you can see where a donor falls in your organization's fundraising strategy. Your organization starts with six system-defined levels, each with its own giving range:

Tip: Donor levels are a premium feature. What's a premium feature?

  • Annual: $0.00 to $999.99

  • Leadership: $1,000.00 to $4,999.99

  • Mid level: $5,000.00 to $9,999.99

  • Major: $10,000.00 to $99,999.99

  • Principal: $100,000.00 to $999,999.99

  • Transformational: $1,000,000.00 and above

Note: You can adjust each level's giving range, order, and active status. Donor level names are system-defined.

  1. Select Settings, Donor analysis, Recognition revenue.

  2. Choose which types of gifts and soft credits to count as recognition:

    1. Select Gift types.

    2. Choose the gift types to include.

      Tip: If you include matching gift pledges or payments as recognition, the lifetime giving estimate considers only the matching gifts the corporation pledged or paid. For more information, see Giving Analysis Settings.

    3. Select Select.

    Note: Recognition automatically excludes $0 gifts.

  3. If you include stock/property gifts, choose how to calculate giving totals for sold stock or property.

    1. Choose whether to use the sale amount rather than the original value.

    2. To automatically deduct the amount paid a broker or agent for the sale of the gift, select Subtract broker fee from sold stock/property.

  4. If you include pledges, choose whether to deduct write-offs.

    Note: If you include both pledges and their payments, recognition includes the pledge balance — not the pledge amount.

  5. Select Save.

  1. Select Settings, Donor analysis, Donor levels.

  2. Update the From or To amount for an active level. The lowest active level always starts at $0.00, and the highest active level always continues And above.

  3. Drag a level to reorder it among the other active levels.

  4. To stop using a level, select Deactivate. Raiser's Edge NXT automatically extends the adjacent ranges to close the gap.

  5. To bring a deactivated level back, select Reactivate and choose where it belongs among your active levels.

  6. Select Reset to defaults to restore the original six ranges.

  7. Select Save, then review your changes and confirm.

Note: Without premium features, donor levels display as view-only.