Revenue and Recognition

Received revenue represents cash‑in‑hand giving. Use it to analyze accounting‑ready totals in fundraising dashboards, and on campaign, fund, and appeal records.

You can choose which gift types count as received revenue, in addition to one‑time gifts.

To analyze cash-in-hand giving, such as for accounting totals, select Received in the Revenue type filter in Analysis, Fundraising dashboards and on records of campaigns, funds, and appeals. Your organization can choose which gift types — in addition to one-time gifts — to include as received revenue. To help prevent double-counting:

  • If you include pledges, their amounts automatically deduct any write-offs.

    Warning: If you include pledges, received revenue includes their amounts — not their balances. If you also include pledge payments, received revenue may double-count pledge revenue.

  • If you include planned gifts, the planned gift amount deducts any realized revenue to prevent double-counting.

Note: In the database view, one-time gifts appear as cash gifts, and pledge payments appear as pay gifts. For more information, see Gift Types.

To analyze the overall commitment to your fundraising efforts, select Committed in the Revenue type filter in Analysis, Fundraising dashboards and on records of campaigns, funds, and appeals. Your organization can choose which gift types — in addition to pledges — to include as committed revenue.

To help prevent double-counting, if you include planned gifts, the planned gift amount deducts any realized revenue.

Warning: Committed revenue includes pledge amounts — not pledge balances. While you can choose whether to deduct pledge write-offs, if you also include pledge payments, committed revenue may double-count pledge revenue.

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.

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.

Admins only! To best meet your organization's needs, you can choose how to calculate recognition or received or committed revenue.

  1. Select Settings, Control panel, Giving analysis.

  2. Under Received revenue, select Configure.

  3. Choose which gift types — in addition to one-time gifts — to count as received revenue:

    1. Select Gift types.

    2. Choose which gift types to count as cash-in-hand giving.

      Warning: If you include pledges, received revenue includes their amounts — not their balances. If you also include pledge payments, received revenue may double-count pledge revenue.

    3. Select Select.

  4. Under Gifts, choose whether to exclude gifts of $0 from gift counts.

  5. 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 the broker fee from sold stock/property.

  6. Select Save.

    Note: In Fundraising, Analyze or Reporting, any saved changes take effect when the dashboards next update.

  1. Select Settings, Control panel, Giving analysis.

  2. Under Committed revenue, select Configure.

  3. Choose which gift types — in addition to pledges — to count as committed revenue:

    1. Select Gift types.

    2. Choose which gift types to count as commitments.

      Warning: Committed revenue automatically includes pledge amounts — not pledge balances. If you also include pledge payments, committed revenue may double-count pledge revenue.

    3. Select Select.

  4. Under Gifts, choose whether to exclude gifts of $0 from gift counts.

  5. 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 the broker fee from sold stock/property.

  6. Under Pledges, choose whether to deduct write-offs.

  7. Select Save.

    Note: In Fundraising, Analyze or Reporting, any saved changes take effect when the dashboards next update.

  1. Select Settings, Control panel, Giving analysis.

  2. Under Recognition, select Configure.

  3. 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.

  4. 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.

  5. 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.

  6. Select Save.