Donation categorization and tracking/management by member
Provide different contribution to types (i.e. PAC and Small Donor Committee). Include in membership record to allow individual member donations tracking by type, and ability to limit donations to categories to satisfy legal requirements. Donation as a advanced search type and reports by donation type by member would provide capability to encourage members and manage the legal requirements.
You will be able to find all donations, say, for Saving the bears - right in donations list (when 5.12 release will be fully rolled out). You can also use export donations and filter export files for donations for Saving the bears.
But there's no way to find such donors (as opposed to donations) or send them an email from WA at the moment.
Product designer @ Wild Apricot
Paul Jakoubek commented
I have a custom donation field "Donation Designation" with multiple choice like "Save the Whales" and "Save the Bears". When users make a donation, they must check one of these. I would like to find everyone who donated to "Save the Bears" and send them a thank you email. How can I create a search to do this?
Jon Kohl commented
I have two active donation pages and I cannot tell which donor entered through which page. As I need to attribute the donations to one cause or another, this is a significant accounting problem, unless there's a way I haven't figured out.
We would like the option to track donations and sponsorships by organization rather than by an individual at that organization. There is a lot of turnover at some of the foundations, and banks who support our work, but we lose all the data attached to the individual when that person leaves the organization and is archived.
At the moment there's no way to search custom donation fields except export.
Oleg, Product designer @ Payments team
I had to implement similar scenario where we we have to identify type of account donation has to be allocated to (for non-members). So I had created custom donation field of type list for this case.
Then later found that I'm unable to search or add saved-search criteria based on this custom donation field of type list.
Is there a way (except for exporting) I can get my custom donation fields to search, let me know.
thanks for help in advance
Brandon Longley commented
Alex, I have created a Donation Cause field (which categories the donations into areas of our org) similar to a category that you're suggesting. You would just need to assign the category to the donation after it has been made and then it can be exported and filtered accordingly.
ability to categorize several donation types by member, and add to search function. this will support legal requirements for political PAC and Small Donor Committee contributions.
Thanks for comments.
I would like to be able to search donations like you can membership information. This also means I need to be able to add more internal fields to donations. ie: Corporate Matching Gift, Event Donation, Corporate Sponsor, General Use, Specific Fund, etc..
I'd like to then be able to pull these up by topic, like say, look at what one particular fundraising event produced. I did this for an event by adding a field where the donor chose "Pan-Ipswich Challenge" as a donation field and that worked (as opposed to our standard options of General Use or Schooling Field Fund). However, I deleted that option when the event was over and now that info is gone (for now it just shows as blank so I know what it is, but I'll have to add the option back and manually re-link these, and then I can't ever delete it again, even when I don't want to offer it as an option). Also would like to be able to pull out certain categories, ie take out Corporate Sponsors because we track those differently in Quickbooks.
Also, sorting by date. Very tired of exporting to Excel and deleting everything from 2011 and earlier just to look at 2012.
Dmitry Buterin commented
I would appreciate comments from others who have similar needs, please add your comments.
Alex Yaroslavsky commented
Having categories would allow me to make the form that is consistent with our donation levels/tiers. We have Platinum, Gold, Silver, Bronze, Friend and Other (we wouldn't want to display "Other" but categorize anything without a category as "Other").
Just as importantly, this functionality would allow me to extract the categories as part of an Excel extract and summarize the data accordingly as a Pivot table. I could easily see that I had Gold donations in the sum of $1,000; Silver in the sum of $500, etc.
I would like to build the Pivot once, and hand it off to a junior person whom I can train to refresh the data. Without the categories as part of WA, I have to create them manually in Excel and re-create them each time I extract the data. This makes it time consuming for me to re-run the report I want and practically impossible to have someone else refresh it with new data once I set it up (because that person would have to re-classify all the donations anew each time).
Dmitry Buterin commented
Alex, Can you elaborate further - why do you want to categorize donations in this way, how this might be used?
Alex Yaroslavsky commented
I would like to be to assign specific donation ranges to categories and include them in the donations export. For example $100.00 - $249.99: Bronze, $250.00 - $499.99: Silver, etc. I would also like to export these categories with the donation file so I can count and summarize by these categories.