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Tracking how a donation is received

Last post 09-11-2009 1:52 PM by Yuriy Iordakiev. 4 replies.
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  • 09-10-2009 11:33 AM

    Tracking how a donation is received

    Hi everyone,

    I was wondering if any organizations out there input how a donation is received (mail, online, phone, in person). If so, does it actually benefit your organization in any way or is it just an FYI? Also, what is your process for keeping track of how a donation is received?

    Would this just be extra work for us or would there be a value in doing this?

    Your help would be greatly appreciated. 

  • 09-10-2009 12:54 PM In reply to

    • JoAnn Strommen
    • Top 10 Contributor
    • User Since: 2006
    • Posts 1,260
    • Organization: Rapid City YMCA
    • Products:  The Raiser's Edge

    Re: Tracking how a donation is received

    We don't nor did I in other development positions. Honestly, to me it seems like busy work.  It's not of major significance to us if donor mailed the gift or dropped it at our front desk in person.  While we would through gift sub-types be able to track online giving as I would think the more important piece is how/why they were asked/motivated to give: solicitor asked, mailing, event, unsolicited, etc...  That's where the solicitor assignments, appeals and documentation comes in. 

    You will need to decide if it would have value to your organization. 

    JoAnn Strommen
    YMCA of Rapid City
    Rapid City, SD
  • 09-11-2009 12:31 PM In reply to

    • Tracie Cassidy
    • Top 10 Contributor
    • User Since: 2002
    • Posts 655
    • Organization: Children's Hospital Foundation
    • Products:  The Raiser's Edge

    Re: Tracking how a donation is received

    The only one we track is Online...because everyone (in our Org, at least) wants to know how much money we generate from Online donations. Sorry, I forgot to add HOW we track it. We have credit card types of Online VISA, Online MC, etc.

    Tracie J. Cassidy
    Database Coordinator
    Seattle Children's Hospital Foundation
    Seattle, WA
  • 09-11-2009 1:48 PM In reply to

    • Zoe LaRocca
    • Top 50 Contributor
    • Posts 146
    • Organization: Clinton Memorial Hospital Foundation

    Re: Tracking how a donation is received

    Most of our gifts are processed through batch, we attach a gift code for our online gifts, this gift code helps us report these types of gifts.  To locate this, go to any constituent's gift, go to the misc. tab, there you'll find the gift code.  Hope this helps you.

  • 09-11-2009 1:52 PM In reply to

    • Yuriy Iordakiev
    • Top 75 Contributor
    • User Since: 2000
    • Posts 99
    • Organization: Trillium Health Centre Foundation
    • Products:  Blackbaud NetCommunity, The Raiser's Edge

    Re: Tracking how a donation is received

    We only track online donations with a package Online Gift

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