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pledges, cash and stock gifts

Last post 07-14-2009 11:17 AM by Laurel Quaintance. 1 replies.
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  • 07-13-2009 2:09 PM

    pledges, cash and stock gifts

    I am certain this has been posted but really need help. Annual Fund Director wants a report that lists pledges, stock gifts and cash separately for each month and year. Would like to compare 1/1/08 to 1/1/09 to see where she was and is and how it compares. Thanks for any help with what report I should use to pull this information.

  • 07-14-2009 11:17 AM In reply to

    Re: pledges, cash and stock gifts

     There is not one single canned report that handles the brakdown as you specified, however there are some reports that can help you.

    The Comparison and Summaries reports under Demographic and Statistical reports may help you with this. However, it only allows up to 5 time periods (I use this to compare things on a 5 complete year basis or over 2 years using 3 time periods Last year in it's entirety, Last year - year to date and this year year to date) - so the monthly thing would be better served under Statistical reports. The other portions can be managed using the Gift Type filters on these reports. 

     I have found the reports to be more meaningful run on a revenue (Cash, Pledges, Stock gifts, GIK's) or Cash Basis (Cash, Pledge Payments, Stock Gifts) basis as opposed to listing gift types separately. I'm not exactly sure what the information would be used for broken down by gift type (does it have meaningful practical use?)

     

    Hope this helps

    Laurel Quaintance
    Manager, Fund Development Services
    Friends of Bassett, Inc.
    607/547-3081

    Donate Now! https://www.friendsofbassett.org/fob.php

    Bassett Healthcare: Right Where You Need Us

    Bassett Healthcare, A network of 5 Hospitals and over 25 Health Centers, offers the finest medical care to residents of rural Central New York
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