Special Donor – Export / Listing

Special Donor – Export / Listing

This selection generates either a Donor Listing report or an export. 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. You can list or mail to Donors who gave during a designated date range but have not given since a more recent date.

NOTE: The listing option is provided primarily to preview the export output. However, it does not include addresses – which are included in the export.

Refer to Using FIMS with Microsoft Office for more information on using this data and performing merges.

In addition to the usual Selecting and Sorting criteria, you can also filter the data based on the Gift Date, and the size of the Gift.

NOTE: The Gift Date used for selecting the Donors associated with adjusted Gifts (for the listing or the export) will be the date of the last activity or adjustment for the Gift. For example, if a Gift made in one year is adjusted in the next, the Donor will be listed in the second year, not the first.

NOTE: You can create Contacts or add Affiliation codes to each unique Profile ID code included in this report, directly from the FIMS viewer. Refer to Creating Contacts from Reports and/or Exports in the Introduction, and Adding Affiliations from Reports and/or Exports in the Profile Management module for more information.

NOTE: You can access this report / export from anywhere in FIMS by selecting Reports > Gifts > Donor Reports > Special Donor – Export / Listing.

Special Donor Listing

Special Donor Listing Fields

Running the Special Donor Listing

TIP: If you have a large number of Donor records, this report / export may take some time to run. You can help to make the report run faster by assigning an Affiliation code to the desired Donors and then selecting on that Affiliation code when you run the report.

1. In the Donor and Gift Management module, select Reports > Donor Reports > Special Donor – Export / Listing. The Selection Criteria window opens.
   
   Selection Criteria Window
   
2. In the Include Donors who Made a Gift fields, enter the date range you want to include in the report. All Donors who gave a Gift at any point within this date range will be included in the report. You can enter the same date in both of these fields if you only want to see Gifts for one specific day.
3. (Optional) In the Exclude Donors who Made a Gift Since field, enter the date after which you want to exclude Donors. All Donors who gave a Gift after this date will be excluded from the report.
4. (Optional) If you want to limit the results to Donors who gave a certain amount of money, enter the desired Gift Amount range in the Include Donors with Total Gifts Greater Than / Less Than fields.
5. Click OK.
6. Configure the desired Selection and Sorting criteria as you would for any standard FIMS report and then click the Run Report button.

Running the Special Donor Export

1. Run the Special Donor Listing report. When the report opens in the FIMS Viewer, there will be an Export option on the menu bar.
2. Click Export in the FIMS Viewer.
3. Verify the Send To information for the data file and save the export as a default.
4. When you are finished, click the Run Report button.

Exported Fields

The following information is included in the data file for this export:

If you select a Salutation other than Default on the Mailing tab when you run this export, and the Use Joint or Alternate Name checkbox next to that Salutation is selected on the Salutations tab for the Donor, the specified Joint or Alternate Name from the mailing label section on the Salutations tab will be exported instead of the Report Name from the Profile.

For example, if you select Formal / Ind, and the associated checkbox is selected, the name in the Joint or Alternate Name field (in the Mailing Labels section on the Salutations tab) will be exported. If the checkbox next to the Formal / Ind field is not selected for a particular Donor, the Individual Name (in the Mailing Labels section on the Salutations tab) will be exported.