Donor and Gift Reports
- 27 Jun 2023
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Donor and Gift Reports
- Updated on 27 Jun 2023
- Contributors
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Donor and Gift Reports
Donor and Gift Management reports and exports contain Donor, Unposted Gift, and Gift History information. You can also run reports to analyze trends for Donors, Gifts, and Promises for a given time period.
Memorial / Honorary Gift Report
Detailed Gift History by Fund Report
Detailed Gift History by Donor Report
Tabulate Gifts by Range of Gift Amounts Report
User Defined Gift History Export
Soft Credit Acknowledgment Export
Special Donor – Export / Listing
IRS 990 – Donor Schedule Report
Full Donor Profile Report (Gifts)
Donor Summary Giving by Fund Report
Donor Giving Last Three Years Report
Securities Held Listing Report
Securities by Fund or Donor Report
Securities Historical Activity Report
Securities Historical Pricing Report
Trends and Analysis – Donors Report
Trends and Analysis – Gifts Report
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