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Reporting Gift vs non-gift

  • 1.  Reporting Gift vs non-gift

    Posted 10 days ago

    We just moved to Raiser's Edge and I'm struggling to report the receipt amount given the canned reports use the gift amount. To create our current monthly gift income report, I have to run 70 comparison reports to complete a spreadsheet that breaks the giving down by fund type (unrestricted, temporarily restricted, permanently restricted, Gift-in-kind) and the constituency. It's a BEAST! And I just realized it's reporting the full gift amount, not the tax deductible amount.

    How do you report this? In desperate need of help/ guidance/ feedback.


    Lara Couture
    Director of Advancement Services
    Carroll University

  • 2.  RE: Reporting Gift vs non-gift

    Posted 10 days ago
    There are a few ways to do this. If you run a gift detail and summary report (Financial reports) you can add the cash and receipt amount to the detail report view by adding it as a column. This report is the key to lots of reporting challenges in RE.

    In addition, there's a Cash Receipts Journal in the Financial Reports that shows receipt amount for each gift, and a total - you have to run it in detail. If you just need a total, you can use the Receipts Report and indicate that you want Receipt Amount in the Format tab.

    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151

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