Counts and totals can vary across reports and queries depending on the definitions you are using for “revenue” and “donor”. Some of the nuances are described below, and we are making every effort to describe these in full in the Atlas report notes.
Revenue
- The primary breakdown for revenue is commitments or cash received. Unless specified otherwise, the default is commitments.
- Commitments include: pledges, gifts, gifts-in-kind, planned gifts, recurring gift payments
- Cash received includes: pledge payments, gifts, recurring gift payments
- Are $0 gifts included? Some counts and smart fields exclude $0 donations, some include $0 only if a GIK, some include all $0
- Is revenue considered at the parent/revenue level or at the application or split level? For example: donation of $1,000 of $250 to Event A, $250 to Designation A, and $500 to Designation B. At the parent or revenue level, this is a donation of $1,000 counted as 1 transaction. At the application or split level though, this is 3 transactions of $250 to Event A, $250 to Designation A and $500 to Designation B.
- Are payroll deduction donations counted each time they are made, or aggregated so they only count once?
Donor Counts
- Do donor counts include only hard credit donors?
- Financial reports generally show only hard credit donors and date ranges are calculated using the revenue date. Donor based reports generally show recognition credits, and date ranges are calculated using the recognition credit date.
- Are donors counted as individuals or are they householded so a couple that donates together only counts as 1.
- What is the date range used? For example a donor gives two gifts, one in October and one in November. If a report totals by year the count will be one, if the report totals by month the donor will count as 1 in EACH of the months – so adding up the donor counts from month groupings will be higher than looking at the entire year.
Donor Crediting Type
- What is the purpose of the report? MGB has different ways of reporting revenue and listing donors. Revenue credit types will be indicated in the report itself or the report notes.
- Hard Credit: Revenue is credited to the hard credit/legal donor, used for Financial reports. In Atlas this matches what appears on the revenue history tab.
- Totals: used to generate reports sent to finance and for year over year comparisons
- Donor: hard credit donor is the legal donor of record
- Recognition Credit: Revenue reported by recognition credits, totals will NOT match Financial totals. This can be further broken down into HS hard and soft credits (excluding matches), and HSM (hard, soft and matching recognition credits). In Atlas this matches what appears on the recognition history tab.
- Totals: totals of recognition credit will double count transactions that have hard and soft recognition credits, these totals do not match finance totals or accurately represent fundraising revenue
- Donor: displays ALL donors that have recognition credit for the transactions, so from the donor perspective is an complete representation of all revenue credit associated with a donor including gifts through a DAF, company, friend, foundation, or other organization
- Primary Recognition: Revenue is credited to the primary recognition donor who is not necessarily the same as the hard credit donor. The primary recognition donor flag is set in the data warehouse using the logic described below.
- Totals: If data is properly maintained, this total should match financial totals reported to finance. Because recognition credit totals can vary from the hard credit total, maintenance is needed and we created MNR1013 to flag variances.
- Donor: Only one primary recognition donor is listed per transaction except for indirect giving vehicles where multiple donors with Indirect Giving Credits are set as primary (this can be optionally overwritten if required). This is more accurate than hard credits only for reports displaying donor retention, renewals, donor counts, top donors, etc. as it is more correct for donors that give though a variety of giving vehicles
- Hard Credit: Revenue is credited to the hard credit/legal donor, used for Financial reports. In Atlas this matches what appears on the revenue history tab.
This data is householded in the table PH_HOUSEHOLD_RECOGNITIONSPLIT, and is only available on reports built on the data warehouse. Affiliates can determine if they want to selected the option to only allow 1 primary recognition donor per transaction, or allow multiples – this option is set on Organization Options. Totals will match Financial totals if selection on ISPRIMARYRECOGNITIONDONOR = ‘Yes’ AND if the recognition amount for the primary recognition donor matches the application amount. This will require some maintenance on behalf of the affiliate, the report MNR1013 can assist with this. See additional detail below on how the primary recognition donor is determined in the data warehouse. Because this puts the credit only on the primary recognition donor, any other recognition credit recipients are ignored.
The IsPrimaryRecognitionDonor flag is set as follows:
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- Primary Recognition Donor Override revenue attribute – this attribute is added to the transaction if the affiliate wishes a different primary recognition donor than the one that would be calculated using the logic below. If the constituent in the attribute has recognition credit on the transaction, then when the DW builds this constituent will be set as the primary recognition donor regardless of any other criteria.
- One household associated with gift – If only 1 household is associated with gift set ISPRIMARYRECOGNITIONDONOR = ‘Yes’. In other words if all recognition credit recipients are within the same household, or there is only a hard credit
- Indirect Giving Credits – If the Organization Option PH_HOUSEHOLD_RECOGNITIONSPLIT ISPRIMARYRECOGNITION is “One to Many”, then any households with recognition type “Indirect Giving Credit” will be assigned primary recognition. This generally is used only for donors who are giving through a giving vehicle like “Benevity”.
- Matching gift payments – Primary recognition to the household having their gift matched.
- Former spouses associated with one transaction – Only individual constituents have recognition on the gift, and the recognition consists of one “Hard Credit” and one “Spouse Credit”. Domestic Partners relationships are also checked. Note that spouses still in one household are covered by #2 One household associated with gift.
- If hard credit recipient is living they get primary recognition
- if hard credit and spouse credit recipient are both deceased, hard credit constituent gets primary recognition
- Widows/Widowers – if hard credit recipient is deceased and spouse credit recipient is living, spouse credit recipient gets primary recognition. If multiple former spouses then the most recent former spouse gets credit
- Hard credit from an organization with recognition credits to one household only. individual gets primary recognition
- HC from an organization where sum of recognition credits = total gifts – organization gets primary recognition
- CURRENTLY DISABLED: HC from an organization where the sum of recognition credits <> total gift amount – organization gets primary recognition
- Simple DAFs – If only one DAF recognition credit exists, that constituent gets primary recognition. Do not give credit to DAF institution (determined by constituent code) that may also have soft credit on the donation
- Simple hard credit / soft credit between multiple households – hard credit household receives primary recognition
- Leftovers – mainly hard credit to an organization with multiple soft credits to individuals. Primary recognition set to first selected recognition credit based on criteria below
- recognition credit recipient has “Primary Donor” for %funding%recommend% relationship to hard credit donor
- constituent is currently under management (prospect manager or associated prospect manager)
- constituent has a former prospect manager or former associated prospect manager
- Highest lifetime giving
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