My Prospect Alerts - Recent Gifts and Pledges

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When to use

The My Prospect Alerts - Recent gifts and Pledges report outputs a list of all pledges, outright gifts, planned gifts, and pledge payments made, within a selected date range, by prospects in a specific development officer's portfolio. The output by default includes gifts and pledges in the previous two weeks. Dates can be edited to provide any desired timeframe and reflect the entered on date for gifts and pledges.

This is a self-service report available to WFAA development staff and campus users who have the Prospect & Plan Management role. This report does not replace the Donor Stewardship Report as the tool for generating acknowledgements by unit and department.

The report data is only available to be viewed online and cannot be exported to any other format.

What is included in the report

The My Prospect Alerts – Recent Gifts and Pledges report outputs the following fields:

Lookup ID

This is the unique ID used in the ABE CRM system. The report includes a hotlink that will redirect you to the constituent record in the ABE CRM. ABE CRM login is required.

Constituent Name

The individual constituent associated with the Lookup ID.

My Prospect Role

The current user’s role with the prospect and the constituent’s relationship to the prospect as appropriate

Examples include:

Prospect Manager or Prospect Manager/Participant - Spouse

Primary Manager or Primary Manager/Participant - Spouse or Primary Manager/Participant-Key Influencer

Secondary Manager or Secondary Manager/Participant – Decision Maker

Interaction Owner or Interaction Owner/Participant

Spouse Lookup ID

This is the unique ID used in the ABE CRM system for the Constituent’s spouse, if one exists and is linked. The report includes a hotlink that will redirect you to the spouse’s record in the ABE CRM. ABE CRM login is required.

Spouse Name

The individual constituent associated with the Spouse Lookup ID.

Donor Directed Organization

If the gift or pledge is directed from the donor via an organization, the organization is indicated. The report includes a hotlink that will redirect you to the Organization’s record in the ABE CRM. ABE CRM login is required.

Date Entered

The date the gift or pledge was entered into the ABE CRM.

Transaction Date

The date the gift or pledge was made by the donor.

Recognition Amount

The amount of the gift or pledge.

Transaction Type

Indicates whether the gift or pledge was a Payment, Pledge, or Pledge Payment.

Revenue ID

This is the unique ID used in the ABE CRM system for the gift or pledge. The report includes a hotlink that will redirect you to the specific gift or pledge record in the ABE CRM. ABE CRM login is required.

Fund Number

This is the unique number used in the ABE CRM for the specific fund that the gift or pledge was directed into.

Fund Name

This is the unique name used in the ABE CRM associate with the Fund Number.

 

How to generate the report

  1. Log in to ABE CRM
  2. On the navigation bar, click Prospects
  3. Under Prospect Management, click My fundraiser page
  4. Find the My Prospect Alerts tab among the choices of tabs (it may be on the far right) and click
  5. Click the Recent Gifts and Pledges subtab on the red bar
  6. The Entered Start Date and Entered End Date will default to the last two weeks. You may edit the date range, and click the View Report button on the far right of the tan bar to see gifts entered in the date range specified. This report pulls transactions based on the date entered by Gift Processing.

Note: The Fundraiser field defaults to the current user and may not be edited.

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