Received and Committed Revenue

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.

Note: Looking for recognition settings? Recognition now lives under Donor analysis. For more information, see Donor Analysis Settings.

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 make sure totals reflect charitable giving, admins can exclude certain revenue from received revenue, committed revenue, and recognition revenue. Each revenue type has its own exclusions, so you can select different ones for each. You can exclude:

  • Event participant fees. Donations made along with an event registration still count unless another exclusion applies.

  • Membership dues.

  • Gift splits designated to selected fund categories.

  • Gift splits designated to selected funds.

Exclusions apply to gift splits. If a gift has multiple splits, only the splits that match an exclusion are left out, and the remaining splits still count. A split that matches more than one exclusion is left out only once.

Exclusions change giving totals only. Your gifts, funds, events, and memberships stay the same, and event and membership reports are unchanged.

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

  1. Select Settings, Giving analysis, Received revenue.

  2. 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.

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

  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 the broker fee from sold stock/property.

  5. Under Exclusions, select the revenue to exclude from received revenue:

    1. To exclude event participant fees, select Exclude event participant fees.

    2. To exclude membership dues, select Exclude membership dues.

    3. To exclude fund categories, search for and select each one under Fund categories.

    4. To exclude funds, search for and select each one under Funds.

  6. Select Save.

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

  1. Select Settings, Giving analysis, Committed revenue.

  2. 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.

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

  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 the broker fee from sold stock/property.

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

  6. Under Exclusions, select the revenue to exclude from committed revenue:

    1. To exclude event participant fees, select Exclude event participant fees.

    2. To exclude membership dues, select Exclude membership dues.

    3. To exclude fund categories, search for and select each one under Fund categories.

    4. To exclude funds, search for and select each one under Funds.

  7. Select Save.

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