Donors Giving through Family Foundations

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=ATyCmLKdRhxNkYg.blh44fI

BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Revenue Reports/

​​​​​What does it do?

This Report

This report pulls individuals who have given through any type of family foundation.

Why use this report?

Use this report if you need to identify individual donors who facilitate their philanthropy through a family foundation or to see which donors are associated with recent foundation-based contributions.

E.g. Identify all donors within the School of Public Health who have directed a gift through an active family foundation in the last fiscal year to better understand their giving vehicles.

How to use this report?

Scheduling

Please refer to this article for more information on scheduling reports: https//teamdynamix.umich.edu/TDClient/83/Portal/KB/ArticleDet?ID=7265

Running the Report Directly

Click the highlighted icon to bring up the user prompts.

If the report is taking too long to run, schedule the report (see above).

Prompts

You then need to set the prompts. (Prompts act as questions that help you to customize the information in a report to suit your own needs!)

Below are the available prompts (with explanation) —

Revenue Parameters (Required)

Answer the following prompt to define the time frame for the donor's most recent gift.

• Enter value for Revenue Date (Start/End)

  • Enter time frame for most recent gift.

  • E.g., 01/01/2024 - 12/31/2024

Geographic Filters (Optional)

Answer the following prompts to restrict display based on a specific geographic region, state, or city.

• Select Major Gift Region

  • Allows user to select a specific Major Gift Region to filter results.

  • E.g., West Coast

• Select Greater Metro Area

  • Allows user to select a specific Greater Metro Area for regional reporting.

  • E.g., Greater Detroit Area

• Select Primary Metro Area

  • Allows user to select a Primary Metro Area to narrow the geographic search.

  • E.g., Chicago, IL

• Select State Code

  • Allows user to filter results by a specific state.

  • E.g., MI; CA

• Select City

  • Allows user to filter results by a specific city.

  • E.g., Ann Arbor

Organizational Rollup Prompts (Optional)

Answer the following prompts to limit results to specific school, campus, or department hierarchies.

• Select SCU Rollup

  • To limit results to a specific School, College, or Unit.

  • E.g., School of Education

• Select VP Area Rollup

  • To limit results to a specific VP Area.

  • E.g., Student Life

• Select Campus Rollup

  • To limit results to a specific campus.

  • E.g., Flint Campus

• Enter MPathways DeptID

  • Allows user to select a specific MPathways Department ID.

  • E.g., 100000

Report Tabs

There is 1 report tab:

• Report Tab 1

  • Provides a comprehensive view of donor data including biographical info, geographic location, and giving history

  • Contains specific financial metrics such as lifetime recognition, recent transaction details, and linked family foundation data