How to interpret a Donor Stewardship report

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Parameters

Parameter Name
Description
Example
Notes
 
Date Selection Type Dropdown selection of the date type to use to run the report.

Transaction Post Date

Date Entered

Transaction Post Date is based on the date the donor receives credit for the donation.

Date entered is based on the date the Gift Processing team entered the gift into the system.

This should only be the intial entry of the gift, not any adjustments made to the original gift.

 
Begin Date The first date to pull into the report 01/01/2014 The dates selected can not be longer than 365 days.  
End Date The last date to pull into the report 12/31/2014    
Minimum Gift Amount The smallest gift amount to be included $25.00 Any gift less than $25 should not appear on the report  
Maximum Gift Amount The largest gift amount to be included $1,000.00 Any gift larger than $1,000.00 should not appear on the report, including $1,000.01  

Constituent Type

The type of constituent record to include

All

Organization

Individuals

 

 

Exclude Tribute Gifts When selected, the report should not contain gifts associated with a tribute

in memory of

in honor of

in celebration of

pet memorial

in support of

These gifts are made by a constituent who would like to recognize an individual, organization or pet  
Exclude Matching Gifts When selected, the report should not contain gifts associated with a Matching Gift Claim Recognition Credit of "Matching Company" The exclusion includes the organization with the Matching Gift Claim and "Matching Company" recognition and the individual with soft credti for the same Revenue Transaction ID.  

Report details and Excel file

 

Field Name
Description
Example
Notes
 
Revenue Transaction ID Unique identifier on a transaction in the Revenue module in ABE CRM

pre-ABE: 3351249

ABE: rev-13454115

   
Constituent ID Unique identifier for an individual or organization in ABE CRM 8-10000214    
Constituent Last Name Individual or Organization's Name

Smith

Fidelity Investments

   
Constituent First Name   Mary    
Constituent Middle Name   Jessica or J    
Spouse ID Unique identifier for the individual identified as the spouse of the constituent 8-10000023    
Spouse Last Name Individual's Name Smith    
Spouse First Name   Thomas    
Spouse Middle Name   Richard    
Recognition Credit Type Displays the type of recognition associated with the gift Self, Spouse, Soft

See KB Article: ABE Training Revenue and Recognition

There can be multiple recognition types for a single Revenue Transaction ID.

Only Self, Spouse should appear on the same line of the report.

 
Addressee Name format used on the envelope Badger Aquatics Club Inc    
Salutation Name format used on the merge letter Mr. Bauer    
Address1 First line of the primary address      
Address2 Second line of the primary address, if it exists in the system      
Address3 Third line of the primary address, if it exists in the system      
Address4 Fourth line of the primary address, if it exists in the system      
Address5 Fifth line of the primary address, if it exists in the system      
City   Madison    
State   WI    
Zip   53711    
Country   United States    
Phone Primary phone number   Home or business appear only if they do not have a "do not call" flag on their record. Solicit codes are not considered.  
Email Primary email address   Home or business appear only if they do not have a "do not email" flag on their record. Solicit codes are not considered.  
Spouse Email Primary email address of the spouse   Home or business appear only if they do not have a "do not email" flag on their record. Solicit codes are not considered.  
Fund Number Nine digit number associated with the fund the gift was made to 112123455    
Fund Name Full name of the fund associated with the fund number Department of Mathematics Annual Fund    
Department Full name of the Department the fund is held in Mathematics    
Unit Full name of the Unit the fund is held in Letters and Science    
Gift Amount Full amount of the gift $1,000.00

This amount currently includes taxable and non-taxable values if the gift has any goods and services associated with it.

See DW-864 - RevenueBenefit Mart : Pstg CLOSED for upcoming changes to the DW

 

 
Transaction Date Date associated with the gift that shows when the donor received credit for the gift. 12/31/2014    
Date Entered Date associated with the gift that indicates when the gift processing team created the revenue transaction in ABE CRM 1/15/2015 Transaction date and date entered can be the same or different depending on the gap between receiving the gift and entering it into the system.  
Tribute Indicates a gift made to honor an individual, occassion or pet

In memory of Joe Smith, $25

Pet Memorial, $50

There can be multiple tributes associated with a single gift. They are separated by a comma in a single field.  
Matching Gift Indicates if a gift is associated with a Matching Gift Claim. Yes/No

See Report Glossary for definition of Matching Gift Claim.

Recognition credit is "Matching Company" for the Corporation and "Soft" for the individual who initiated the matching gift.

The information for each recognition credit appears on separate lines in the report.

 
First Gift to Fund Indicates if a gift is the first gift to the fund Yes/No

On Self, Spouse gifts, the field will only display "Yes" if it is the first gift for both constituents.

Calculated field in Data Warehouse

 
First Gift to Department Indicates if a gift is the first gift to the department Yes/No On Self, Spouse gifts, the field will only display "Yes" if it is the first gift for both constituents.  
First Gift to Unit Indicates if a gift is the first gift to the unit Yes/No On Self, Spouse gifts, the field will only display "Yes" if it is the first gift for both constituents.  
First Gift to WFAA Indicates if a gift is the first gift to WFAA Yes/No On Self, Spouse gifts, the field will only display "Yes" if it is the first gift for both constituents.  
Development Director Indicates if a Development Director is linked to the Fund, Department or Unit School Maureen Dembski The information is pulled in from Report Code 1 on the Purpose of a fund  

Appeal

Identifies the marketing appeal associated with the gift Share the Wonderful

 

 
Payment Channel Identifies the source of the gift BBMS, Lockbox 807    
Pledge Type Identifies the type of pledge associated with the gift Telefund Pledge, Fixed Term Pledge    
Pledge Fulfilled A calculated field for gifts associated with a pledge that indicates the donation brought the pledge balance to $0 Yes/No "Yes" will only appear on pledges brought to $0 by a donation. If the last transaction on a pledge is a write-off, it will not appear on the report.  
Additional Information Converted free text field from Strategy in honor of Dr. Paul Harari

The information in this field varies from special instructions, tribute information, event information, gift transfer information and various other notes.

No ABE gifts are using this field.

 
Payment Notes     Trimmed to 100 characters.  
Recognition Notes     Trimmed to 100 characters.  
Tribute Notes     Trimmed to 100 characters.  
Degree Year Primary degree graduation year 1987 This does not include certificates  
School College Primary School or College the degree was earned Letters and Science This does not include certificates  
Degree Major Primary major earned English This does not include certificates  
Degree Type Primary type of degree earned Bachelor of Science, Masters This does not include certificates  
UW Degrees List of all degrees earned at UW-Madison   This includes all degrees, comma delimited  
Spouse Degree Year See above   Only populated if gift is Self, Spouse  
Spouse School Collge See above   Only populated if gift is Self, Spouse  
Spouse Degree Major See above   Only populated if gift is Self, Spouse  
Spouse Degree Type See above   Only populated if gift is Self, Spouse  
Spouse UW Degrees See above   Only populated if gift is Self, Spouse  
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