Best Practices for Pledge Tracking

  1. Latest on the Blog: Authentic Thank You Letters
  2. DonorSnap Calculated Donation Fields
  3. New Training: Best Practices for Pledge Tracking
  4. Recorded Training: Using the New Mass Entry Tool
  5. Not Using DonorSnap Yet?

Latest on the Blog: Authentic Thank You Letters

The DonorSnap blog covers topics relevant to both DonorSnap users and non-DonorSnap users. Don't forget to bookmark it today and share it with your friends. Here is an excerpt from the latest post:

"Growing up I would take yearly vacations to visit my grandmother in Texas, who would arrange visits with her friends and their grandchildren for play-dates. At the end of the day after each visit my grandmother would have me write a thank you letter for my experience. I started the task reluctantly as I didn't see the point in writing thank you notes for play-dates. Once I took out the construction paper, crayons and markers I was able to remember the fun experience of the day and let that person know how they made an impact on me.

Today I take the task of writing a thank you letter to a different level. As someone who has worked with nonprofits for years I have donated my time, recruited volunteers, worked with underpaid staff who have given their all and have solicited donations. In each of these scenarios it all comes down to giving and the act of acknowledging the gifts.

How to Write an Authentic Thank You Letter:

1. Speak from the heart..." Continue reading...

DonorSnap Calculated Donation Fields

Most of you have probably seen the fields such as DonationAmountLast and DonationDateLast, but have you noticed the new ones that were recently added? You can now use DonationAmountFirst and DonatonDateFirst on your contact grid and in DataMiner Platinum queries. These fields are extremely helpful for keeping your queries as simple as possible. These fields are automatically calculated and up to date each time you view them.

Here is a list of all of the DonorSnap calculated fields that are available on the Contact Tab:

  • Last Donation Amount (DonationAmountLast) - Amount of the contact's last donation
  • Last Donation Date (DonationDateLast) - Date of the contact's last donation
  • First Donation Amount (DonationAmountFirst) - Amount of the contact's first donation
  • First Donation Date (DonationDateFirst) - Date of the contacts's first donation
  • YTD Donation Amount (DonationAmountYTD) - Year to date donations for the contact (based on your year end date)
  • LTD Donation Amount(DonationAmountLTD) - Lifetime donation amount for the contact
  • Prior Year Donation Amount (DonationAmountPriorYear) - Last year donations (based on your year end date)
  • Max Donation Amount (DonationAmountMax) - Amount of the largest donation for the contact
  • Max Donation Date (DonationDateMax) - Date of the largest donation for the contact

If you are using these fields, make sure that you keep your Year End Date current in your database settings. Year to date and prior year donation fields will always be calculated based on the dates you set. This allows for fiscal years, calendar years, and custom year calculations. Make sure change them when you see our reminder messages.

These fields are a great addition to your contact grid for quick information about your donors' giving history. Another great use for them is in DataMiner Platinum queries. You can select all of these fields when running a contact query, so it stays extra simple.

For more information, watch the help video for Calculated/Automatic Donation Fields.

Free Training: Best Practices for Pledge Tracking

June 27th, 2013 at 11am Pacific/1pm Central/2pm Eastern

What you will learn in this webinar:

  1. The Pledge Tab
  2. Entering pledge payments
  3. Email pledge payment reminders to the contact
  4. DataMiner Platinum - Pledge detail report

Space is limited to Register Now.

Missed the Last Training?
Watch the Recorded Using the New Mass Entry Tool Training

Here's what we covered in this webinar:

  1. When to use Mass Entry and when to enter individual donations
  2. Create a new donation batch for common donations
  3. Process multiple donations at the same time
  4. Process multiple interactions at the same time
  5. Enable Mass Entry for your users

Watch the training webinar now: Mass Entry Training Webinar

Not Using DonorSnap Yet?

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