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Donors’ First Gifts Report
This report provides a list of the first Gifts that Donors made to the organization.
You can make selections based on the first Gift Date and a Fund range.
NOTE: You can access this report from anywhere in FIMS by selecting Reports > Gifts > Donor Reports > Donors’ First Gifts.
Donors’ First Gifts Report
Donors’ First Gifts Report Fields
Field | Description |
---|---|
ID Code | The Donor’s ID code. |
Alpha Sort Field | The Donor’s sort name. |
First Gift Date | The date when the first Gift was received. |
First Gift Apply Date | The G/L apply date for the Gift. |
Gift Amount | The amount of the Donor’s first Gift. |
Fund ID | The initial Fund that received the Donor’s first Gift. |
Running the Donors’ First Gifts Report
- In the Donor and Gift Management module, select Reports > Donor Reports > Donors’ First Gifts. The Donors’ First Gifts Selection Criteria window opens.
Donors’ First Gifts Selection Criteria Window - Enter the first Gift Date Range that you want to include in the report.
- If you only want to see first Gifts that were applied to specific Funds, enter the desired Fund Range.
NOTE: You may enter the same Fund in both of these fields if you only want to see results for a single Fund.
- Click OK.
- Verify the Send To destination, and then click the Run Report button.