Note: Support for The Raiser's Edge 6 ended June 30, 2005. The Raiser's Edge 7 is a benefit of your Blackbaud maintenance plan. We also offer several customizable options to help you convert to version 7. Please contact your account manager.
This report totals gifts and lists them by Fund, Campaign, Appeal or Constituency.
This report includes the number of gifts, total cash, total stocks, total pledge balance, total matching gift balance, and total gift amount. You can customize the Gift Types tab to include any combination of these gift types. For more information on gift types and this report, see the Gift Types section of this document. Zero dollar gifts will not affect the Number of Gifts column. For example, if I give a Gift-In-Kind and the amount is $0.00, this gift will not be included in the Gift Summary Report. The number of gifts will remain as 0.
You can run the report separately or as part of the Gift Detail Report by marking Include Summary By on the Format tab of the Gift Detail Report.
From Group allows you to run the report for a specific group of constituents by selecting a query to use. If you choose a query, only the records that meet the criteria specified in your query will be processed. You can access your list of existing queries by clicking the search arrow or by pressing F7. The following query types can be used with this report: constituent, individual, organization and gift. If you do not wish to use a query, simply leave this field blank and it will process based on your entire database.
Report Start Date/Report End Date allows you to narrow the gifts that will be present in the report. Only the gifts that fall within this date range will appear. If you leave this field blank, the report will include all gifts, regardless of the date.
Pledge Type lets you indicate how you would like pledges to be reported. If you choose Master, the master pledge must fall within the report start and end dates for it and its installments to be included in the report. If you choose Installment, any installments that fall within the report start and end dates will be included, regardless of when the master pledge was made.
You can designate whether you would like Matching Gifts to be Credited to Donor (the entire amount of the gift is attributed to the donor only) or Credited to MG Company (the matching gift company receives credit for the entire amount of the gift.
Use Constituency from lets you establish the constituency to which the gift will be attributed. If you choose Use Constituency from Constituent, the gifts will be attributed to the constituency, on the Bio 2 tab, that falls within the date range of the report. If you choose Use Constituency from Gift, donations are attributed to the constituency, which was assigned on the Miscellaneous tab of the gift. The constituent appears each time there is a gift with a different constituency.
When selecting to summarize the Gift Summary report by Constituency, if on the Constituency parameter tab for the Report you have selected to Use Constituency from Constituent, the report will attribute the gifts to the first valid constituency code on the Bio 2 tab. If there isn’t a valid constituency code, the gift will fall under the Unknown description. To determine the first valid constituency code, the system will compare the report Start/End dates to the Date From/Date To values entered for each constituency code on the Constituency table. For example, if your report Start Date is 1/1/2000 and End Date is 12/31/2000, the system will look for a constituency code that is current for this time period. If there are no values entered for Date From or Date To, the system will choose the first constituency code on the table. If on the Constituency tab of the Report parameters screen you have selected to Use Constituency from Gift, the gifts will be attributed to the Constituency Code on the Miscellaneous tab of the gift record. This processing occurs when using All Constituencies or Selected Constituencies.
The totals will be the same, regardless of whether you are choosing Use Constituency from Constituent or Use Constituency from Gift.
Choosing All Constituencies will include all gifts regardless of the constituent’s constituency code.
Selected Constituencies- This option allows you to select actions only on those constituent records that have the selected constituency codes. The constituent code’s Date From and Date To, must fall in the date range of the report. The solicitor’s constituency does not affect this choice.
Choosing All Campaigns will include all gifts regardless of the campaign.
Choosing Selected Campaigns allows you to select only gifts that were given to certain campaigns. The gift must have been given to one of these campaigns to be included in the report. Because Campaign is not a required field, you may have gifts that do not have a Campaign entered on its record. Therefore, choosing Selected Constituencies will exclude these gifts.
Choosing All Funds will include all gifts regardless of the fund.
Choosing Selected Funds allows you to select only gifts that were given to certain funds. The gift must have been given to one of these funds to be included in the report.
Choosing All Appeals will include all gifts regardless of the appeal.
Choosing Selected Appeals allows you to select only gifts that were given to certain appeals. The gift must have been given to one of these appeals to be included in the report. Because Appeal is not a required field, you may have gifts that do not have an Appeal entered on its record. Therefore, choosing Selected Appeals will exclude these gifts.
Gift Types Tab
You can design the four gift columns to meet your needs. In the Report Column field you can choose which column’s information you are viewing, then simply move the gift types you wish to include over to the Gifts to Include box.
Four options are applicable to gift types: Use Sale Date for Sold Stocks, Use Sale Amount for Sold Stocks, Subtract Broker Fee from Sold Stocks, Use Pledge Balances.
If you are including both pledges and pledge payments as gift types, mark the Use Pledge Balances box to avoid double counting. For example, if you have a pledge of $100 and a pledge payment of $75, this will be in the report results as $175, unless you mark the Use Pledge Balances box.
Clicking the Load All Defaults button will give you the following default gift types:
Column 1: Cash (regular cash, pledge payment-cash, and matching gift pledge payment-cash)
Column 2: Stocks (stock, sold stock, pledge payment-stock, matching gift payment-stock, and pledge payment-sold stock)
Column 3: Pledge balance
Column 4: Matching gift pledge balance
You can Summarize By fund, campaign, appeal, constituency or any combination of the four. You should have the same Totals regardless of how you are summarizing. This is a required field, so you must choose at least one of these options.
You can choose whether the location of the Report Criteria will be First Page, All Pages, or None. The Report Criteria includes your column headings.
You can give the report an additional title by typing in the Subheading field.
Graphing the Report
You can easily graph the output of this report by first print previewing the report, then selecting File, Graph from the menu bar. The graph option uses the settings established in the Interfaces tab of Configuration. When you select the graph option, you will get a screen that allows you to choose a field to base the graph on. In this report, you can base the graph on any of the gift types column names or the Number of Gifts.