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What is your favorite Development Related Report?

Last post 03-19-2010 9:56 AM by Karen H. Hartt. 3 replies.
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  • 03-17-2010 12:00 PM

    • Denise G. Johnson, MS, MBA
    • Top 500 Contributor
    • User Since: 2000
    • Posts 21
    • Organization: St. John's Foundation for Community Health
    • Products:  The Raiser's Edge, The Researcher's Edge

    What is your favorite Development Related Report?

    I'm putting together a TOP TEN LIST of favorite development reports for an in-house training I'm conducting.  I'm curious what your favorite report is and why....

    Denise G. Johnson, MS, MBA
    St. John's Foundation for Community Health
    denise.johnson@mercy.net
    Filed under:
  • 03-18-2010 12:42 PM In reply to

    • Cindy March
    • Top 25 Contributor
    • Posts 230
    • Organization: Long Island University
    • Products:  The Raiser's Edge, The Researcher's Edge

    Re: What is your favorite Development Related Report?

     I have two favorite reports:

     

    The constituent giving history report:  I use this report once a week to see who has given to what, and if I want to see who has given to a specific fund.

     

    First Time Donor Report:  I run this report once a month to also see who has given to what.

     

    Cindy

    Cindy March
    Associate Director of Planned Giving
    Long Island University
    cindy.march@liu.edu
    www.liu.edu/plannedgiving
    (516) 299-3913
    Filed under:
  • 03-18-2010 7:46 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: What is your favorite Development Related Report?

    Denise - Mine is the Gift Detail & Summary Report in Financial Reports. We run it weekly to show YTD campaign totals.

    Tracie J. Cassidy
    Database Coordinator
    Seattle Children's Hospital Foundation
    Seattle, WA
  • 03-19-2010 9:56 AM In reply to

    • Karen H. Hartt
    • Top 10 Contributor
    • User Since: 1999
    • Posts 374
    • Organization: Maine Community Foundation
    • Products:  Accounting for Nonprofits, Blackbaud NetCommunity, The Financial Edge, The Raiser's Edge, The Researcher's Edge

    Re: What is your favorite Development Related Report?

    Hi Denise,

    I like the Gift Summary Report. I send gift reports out for memorial fund contacts and outside fund raising contacts, this report lets me know at a glance which of our over 1100 funds (and growing!) received gifts within a date range. I also use the Gift Summary Report to reconcile with FE, and it is on our dashboards as a shared report for all the officers.

    Karen

    Karen H. Hartt
    Maine Community Foundation
    245 Main St.
    Ellsworth, ME 04605
    khartt@mainecf.org
    877-700-6800
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