Stewardship - Constituents with Endowment Letter Codes

This report pulls all donors coded with a stewardship letter code from the fundraising purpose record’s Stewardship tab. These codes drive endowment and expendable reporting to qualified donors. The report can be used to identify donors who will receive a stewardship endowment letter, review inactive or deceased recipients to update codes, and estimate the number of letters for cost and time planning.

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AZ1HaxFDRWhMm39xwjOAtNo

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

​​​​​What does it do?

This Report

This report pulls all donors coded with a stewardship letter code from the fundraising purpose record’s Stewardship tab. These codes drive endowment and expendable reporting to qualified donors. The report can be used to identify donors who will receive a stewardship endowment letter, review inactive or deceased recipients to update codes, and estimate the number of letters for cost and time planning.

Keywords

Endowment Constituent

Why use this report?

Use this report if you need to identify donors who are coded to receive stewardship letters tied to specific fundraising purposes and ensure those codes are accurate and up to date.

E.g. Review all donors set to receive an endowment stewardship letter, remove inactive or deceased recipients, and estimate the total number of letters needed for planning.

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) —

Constituent Stewardship Type (Required)

Answer this prompt to specify the type of stewardship letter donors should receive.

• Enter value(s) for Constituent Stewardship Type

  • Determines which letter type is included in the report.

  • E.g., Endowment; Expendable

Purpose Filters (Optional)

Answer any of the following prompts to limit results by organizational rollups or specific purpose attributes.

• Enter value(s) For Purpose Constructed Site Rollup

  • Allows the user to select one or more areas aligned with Regents and Production reporting.

  • E.g., Business; Engineering
     

• Enter value(s) For Purpose Campus Rollup

  • Allows the user to select one or more University of Michigan campuses.

  • E.g., UM-Ann Arbor; UM-Dearborn
     

• Enter value(s) For Purpose VP Area Rollup

  • Allows the user to filter by Vice President–level administrative areas.

  • E.g., Development; Communications
     

• Enter value(s) For Purpose SCU Rollup

  • Allows the user to select a School, College, or Unit.

  • E.g., School of Music, Theatre & Dance
     

• Enter value(s) For Purpose MPathways DeptID

  • Allows the user to enter one or more DeptIDs to target specific departments.

  • E.g., 123456
     

• Enter value(s) For Purpose Site Name

  • Allows the user to filter by one or more Sites or Departments.

  • E.g., Pediatrics; Chemistry

Report Tabs

There are 2 report tabs:

• End Letter Coded Constituents

  • Shows all donors coded to receive stewardship letters, including constituent details, stewardship type, purpose rollups, designation information, and full mailing address.

  • Contains activity and mailing status indicators to help verify recipients and prepare accurate mailings.

• Codes, Summary

  • Shows a simple list of stewardship letter types and the LookupIDs of constituents assigned to each code for quick review and counting.