What is this?
As we receive gifts throughout the year some of them need adjusting. This results in gifts received just before the end of the fiscal year being adjusted in the next fiscal year. Each year there is a two-day window where a fiscal year’s gifts are considered final and reports can be run to pull the final fiscal year numbers. This window is usually a couple weeks after the close of the fiscal year.
Gifts can still change
The FYE window provides the opportunity to pull official final numbers. After the official FYE window, gifts may still be adjusted, and any reports pulling these gifts may be different from the official FYE numbers.
2025 FYE Window
July 14th and 15th
The Data Warehouse (Business Objects) will not refresh on the night of the 14th, giving users an extra day to pull FYE reports. Reports needing official FYE numbers should be pulled before 8pm on July 15th.
Additional information on the 2025 FYE Schedule for Gifts
Resources
Provides a list of all gift transactions (Payments, Pledges, and Planned Gifts) added to DART during the specified time period.
You may want to capture gifts processed between July 1st and July 13th and credited for June. Gifts such as these will have a RevenueDate Added in the new fiscal year, but a Revenue Date in the previous fiscal year.
Find additional information on the Gift Acknowledgement Report in this Knowledge Base article.
Provides overall production values by fiscal year (accounting for gift adjustments and corrections, without including subsequent pledge or planned gift payments).
Find additional information on the DART FY Production Report in this Knowledge Base article.
Provides revenue information for pledges based on Designation, Site, SCU Rollup, Campus, or VP Area and FY provided. There’s also a tab for written-off pledges.
Provides all giving to the selected SCU campaign in the production counting method: Gifts (with no other payments), commitments in their full amounts and expectancies in their full face value.
This folder contains shortcuts to the most commonly used FYE reports.
Tableau
Several reports are manually refreshed to support FYE reporting. The IDS team will complete these manual refreshes by 1 p.m. on the first day of FYE reporting. The reports include:
- The Look to Michigan Campaign Snapshot
- The Look to Michigan Campaign Report
- The DART Production Report