Donor Reports
  • 08 Aug 2023
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Donor Reports

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Article summary

 


Donor Reports 

Menu Option

Function

Donor Profile

Runs a report that lists information from the Profile and Donor records, along with a history of contributions from each Donor.

Donor Summary Giving History

Runs a report that provides an annual summary of Donor contributions.

Donor Report

Runs a report that provides a summary of Gifts from each Donor, including information about their first, last, and largest Gifts.

The end of the report includes a summary section that provides summary information including the total number of Gifts received, and the total amount of money received through Gifts, along with the smallest, largest, and average amount for all Gifts.

Donor Name and Address – Export

Runs an export that creates an ASCII data file that contains name, address, and other Donor information. You can use this file to merge data into word processing documents. You can sort and select data based on Donor fields.

Special Donor – Export/Listing

Runs a report with an optional export. The report lists each donor with a total giving amount within the specified dates. The export creates an ASCII data file that you can use to merge data into word processing documents for generating appeals to previous Donors to a Fund (or Fund range).

IRS 990 – Donor Schedule

Runs a report that provides a list of all Donors who gave $5000 or more in a selected year. You can optionally exclude individual Gifts that are less than a specified amount (for example, $1000, per IRS rules) from the totals. The report includes name, address, and Gift totals for the year.

Promise Report

Runs a report that lists information about any Promise records in FIMS.

Promise Export

Runs an export that creates and ASCII data file from the Promise record that you can use to create merge letters in word-processing.

Donors’ First Gifts

Runs a report that provides a list of the first Gifts that Donor’s made to the organization.

Full Donor Profile Report

Runs a report that lists most of the relevant information about a Donor or prospect.

Note: This report is identical to the Full Profile Report, except that it only includes Profiles with a Donor record.

Donor Summary by Fund Report

Runs a report that provides a list of Donors and summary totals for each Donor, sorted by Fund. The report shows posted and unposted Gift and Pledge information, along with Promises.

Donor Summary Giving by Fund

Runs a report that provides a list of Donors with their complete address and the total Gift amount they have given, sorted by Fund.

Donor Letters

Runs a report that generates an addressed letter containing a Donor’s giving history for a selected time period. It is designed to create a calendar year-end letter to assist Donors with tax preparation.

Note: The letter text that you enter when you generate these letters is not stored for repeated use, but you can store the text in a word processing document and copy it into the text editing fields at run time.

Donor Giving Last Three Years

Runs a report that lists Donors along with the date of their first Gift and their total Gift amounts for three user defined date ranges.


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