DART - Gift Acknowledgment Report

DART - Gift Acknowledgement Report

Location: 

Public Folders\UM-Maintained\Development\DART Development Reports by Category\Revenue Reports\

Versions:

• Gift Acknowledgement Report 3.2

  • Includes prompts to allow the user to specify the date range of gifts to be pulled.  Can NOT be scheduled to run periodically

• Gift Acknowledgement Report 3.2 -- Setup for Bi-Weekly Schedule

  • Built with dynamic date functions so that the report can be scheduled to run automatically every other week with results sent via email.

• Gift Acknowledgement Report 3.2 -- Setup for Weekly Schedule

  • Built with dynamic date functions so that the report can be scheduled to run automatically every week with results sent via email.

• Gift Acknowledgement Report 3.2 -- Set up for Monthly Schedule

  • Built with dynamic date functions so that the report can be scheduled to run automatically every month with results sent via email.

• Gift Acknowledgement Report 3.2 - Slim

  • A shortened version of the "Gift Acknowledgement Report 3.2". Similarly, it cannot be scheduled to run periodically

• Gift Acknowledgement Report 3.2 - Slim -- Setup for Bi-Weekly Schedule

  • A schedulable version of the "Gift Acknowledgement Report 3.2 - Slim". Built with dynamic date functions so that the report can be scheduled to run automatically every other week with results sent via email.

• Gift Acknowledgement Report 3.2 - Slim -- Setup for Weekly Schedule

  • A schedulable version of the "Gift Acknowledgement Report 3.2 - Slim". Built with dynamic date functions so that the report can be scheduled to run automatically every week with results sent via email.

• Gift Acknowledgement Report 3.2 - Slim -- Setup for Monthly Schedule

  • A schedulable version of the "Gift Acknowledgement Report 3.2 - Slim". Built with dynamic date functions so that the report can be scheduled to run automatically every month with results sent via email.

Need to schedule the report? Learn how here. 

Purpose:

To provide a list of all gift transactions (Payments, Pledges, and Planned Gifts) added to DART during the specified time period.  Users can answer Prompt questions to be able to pull information for their specific SCU, VP Area, Campus, Site Name, Designation or Major Gift Region.  The report has been designed to for export to Excel and can be used as the data list for a mail merge.

Report Sections:

Donor Information  Columns A - CZ

Contains information on the Legal Donor of the gift.  Includes columns for Formal Joint Name (Salutation - M; Addressee N), Spouse Information (Q-Z), Prospect Management (AE-AG), Degree Information (AK-AS), Communication Preferences (AV-AW), and Address Information (BI-CZ)

Gift Information  Columns DA - FM

Contains information on the gift received.  If a gift is split between 2 or more designations it will appear on multiple lines.

Key Fields:

• Revenue Application (DC)
  Shows what type of payment has been received.  Most common are: 
      Donation = One-Time Payment
      Pledge = Payment on an existing Pledge
      Recurring = A Payment that is automatically processed on a recurring basis

• Total Revenue Amount (DH)
  The total amount of the check/transaction received.  If a gift has been split between multiple designations/SCUs, this will be the higher of the two amounts.

• Total Revenue Receipt Amount  (DJ)
  This is the amount that was given to the designation specified.  THIS IS THE AMOUNT YOU SHOULD THANK FOR IN YOUR LETTER.  

• Revenue Date (DS)
  This is the official date of the gift for IRS purposes.  For gifts via Credit Cards, this will be the date the transaction was processed by the bank.  For gifts via Check, it will be the postmark on the envelope or the date the check was given to a gift officer.

• Revenue Date Added (DV)
  The date the transaction was added to DART.  This is typically within a couple weeks of the Revenue Date, but can be later for some gifts.  THIS IS THE DATE USED TO PULL INFORMATION BY.  This is done to ensure that gifts that are added much later than their revenue date are not missed.

• Post Date (DW)
  This is the approximate date that the gift was added to the Financial Operations system.  It is just used to help reconcile gift reports to financial statements. 

• Do Not Acknowledge? (FF)
  A “Yes” in this columns means that the donor does not wish to receive public acknowledgement of this gift.  They can still receive a stewardship thank you.

Report Tabs

Query Prompts