Campaign Counting Purpose Breakout report complete reference

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What is a Campaign Purpose Breakout Report?

The Campaign Purpose Breakout report shows a breakout of campaign progress by unit, department, fund purpose, constituent type and commitment type. This includes campaign commitments from the start of the campaign (7/1/2013) to the current date, based on revenue that has been entered in ABE CRM as of the date the report is run.

This report is only available as a PDF.

 

How to access a Campaign Purpose Breakout Report

  1. Log in to ABE CRM.
  2. On the navigation bar, click WFAA Reports.
  3. Click Campaign Purpose Breakout Report.
  4. Select the appropriate unit.
  5. Show Separate Departments:
    1. Select Yes to see totals by department.
    2. Select No to see a summary for the unit selected.
  6. Show each constituent type separately:
    1. Select Yes to see a breakout by Individuals, Organizations, and Foundations.
    2. Select No for a summary by commitment type only (Pledge/Payment/Deferred).
  7. Consolidate Purposes:
    1. Select Yes to see certain fund purposes aggregated.
    2. Select No to see each fund purpose distinctly.
  8. Click View Report.

 

How to interpret a Campaign Purpose Breakout Report

What is included in the Campaign Purpose Breakout Report?

  • Gifts received since July 2013, including Gifts In Kind and Informational Gifts
  • Pledge payments received since July 2013 that were not counted in the previous campaign
  • Deferred pledges documented since July 2013
  • Pledge commitments received since July 2013, excluding any payment amounts that have also been received since July 2013
  • Estate gifts realized after July 2013 that were not counted in the previous campaign
  • A small number of gifts received prior to July 2013 are included in campaign totals, at the discretion of the Chief Development Officer.
  • Revenue totals are as of the date the report is run. Only gifts that have been entered in ABE CRM will show in this report.

 

If I select “Consolidate Purposes,” how are the fund purposes summarized?

Faculty Support

Includes Faculty Support and Endowed Chairs/Professorships use codes.

Student Support

Includes Undergraduate Student Financial Support, Graduate Student Financial Support use codes.

Research and Programs

Includes Research, Programs, and Research Equipment use codes.

Buildings and Grounds

Includes the Buildings and Grounds use code.

Discretionary

Includes the Discretionary use code.

Planned Gifts Undetermined

Includes planned gifts committed during the campaign and will be received by WFAA in the future. These have yet to be assigned to a specific fund purpose.

 

How are the totals by commitment type summarized?

Pledges

Includes the unpaid balance of any pledges made since the start of the campaign.

Payment

Includes outright gifts and pledge payments received since the start of the campaign..

Deferred

Includes the unpaid balance of deferred pledges made since the start of the campaign.

How are the totals by constituent type summarized?

Individual

Includes campaign revenue that was credited to individual donors. For example, this includes gifts made through companies or family foundations when an individual receives recognition credit.

Organizations

Includes campaign revenue received from corporations and other outside institutions/partners.

Foundations

Includes campaign revenue received from private foundations and grant-making institutions (that are not also credited to an individual).

 

How is Match Campaign revenue counted?

This report includes the full amount of the Match Campaign pledge when it is made, but it may show in a holding fund in the UW Foundation unit. Unit level totals do not include the matching donor commitment until their pledge payments are received and allocations are made to the corresponding unit/department. Allocations are made on a monthly basis, when there are matching donor payments available.  You may see the amount encumbered for a unit/department based on Match Campaign pledges in the Campaign Match Supplement Report.

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