How do I find donors who have given to funds other than their own?
  • 02 Jun 2023
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How do I find donors who have given to funds other than their own?

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Article summary

How do I capture information when a donor gives to a different cause outside of their usual fund?

Answer:
The best option is to use an additional purpose code. When a donor gives to their own fund record the gift as an "Addition to Own Fund".  If they give to a different fund, use a different purpose such as " Addition to Fund".  Unless each gift is coded in this fashion, doing analysis on giving outside of their fund is very difficult.


Please see attached document for a code table illustration.


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