Get the most out of DonorSnap

  1. Thank you for sharing DonorSnap!
  2. Reports -- Are you getting the most out of DonorSnap?
  3. Free DonorSnap Training
  4. Not Using DonorSnap Yet?

Thank you for sharing DonorSnap

We know that you share your experience using DonorSnap with other organizations. Those referrals have helped make DonorSnap what it is today. For the next two months, we would like to give back to you for doing what you are already doing.

For any new referrals you make and report using this form by May 31, 2015 that sign up and use DonorSnap for 31 days, we will reward you with $200. As long as the organization has never contacted DonorSnap and they sign up by July 31, 2015, you are eligible for the referral reward.

Get started today and let us know who you are referring to receive your reward.

Reports -- Are you getting the most out of DonorSnap?

This month we are continuing the theme of pointing out features that you may not know about or may not have used yet. A few months ago DonorSnap released a few new reports to help compare your fundraising between specified time periods, project pledge income, and print contact profile reports. Keep reading to take a look at each of these as well as a few of our other favorite reports.

Contact Profile Report: Reports > Contact Profile

Contact Profile Report

This report gives you a basic overview of one contact. It's perfect for creating call sheets or reference cards with a snapshot of information to help facilitate an informed conversation. This report can be customized to hide sensitive data like donation history or include all of the contact's records.

If you don't see the Contact Profile option under the Reports menu, you need to enable it for your user account. This video will show you how to enable features for a user account.

Periodic Comparison Report: Reports > Fund Development Analysis > Periodic Comparison

Periodic Comparison Report

When you are looking to compare giving data between multiple time periods, this report is your best bet. It will group each of your donations in columns according to the time period that you select (monthly, quarterly, yearly, or custom) and segment it in rows according to contact, donation type, campaign, etc.

Using the periodic comparison report you can analyze:

  • Revenue sources
  • Donors that give every month
  • Giving over time to each campaign
  • Correlation between giving data and fundraising events
  • Growth/decline in payment types (check, online, cash, etc)
  • Campaigns from year to year

The possibilities are virtually limitless, so watch the Periodic Comparison help video to learn more.

Pledge Forecasting Report: Reports > Pledge Activity > Pledge Forecasting

Pledge Forecasting Report

The pledge forecasting report does exactly what it says -- it shows you the anticipated income from pledged donations. The settings of this report can be customized to display pledges by contact, campaign, contact type, and several other fields. Group your time periods by month, quarter, year, or a specific number of days. Watch the Pledge Forecasting video for more information.

Free DonorSnap Training

DonorSnap is now offering a free training almost every week. The free trainings take place on Wednesday afternoons and the topics range from Getting Started with DonorSnap to advanced features like DataMiner Platinum and Online Forms. The next 4 trainings can be viewed at any time.

Find the link to the training schedule under the Help menu from within DonorSnap:

Upcoming Trainings:

  • April 1st: Getting Started with DonorSnap
  • April 8th: No training this week
  • April 15th: Intro to DonorSnap Features
  • April 22nd: Customizing your Database
  • April 29th: Acknowledgement Letters with Word

Space is limited so Register Now.

Want to Watch a Past Training?

Each of our weekly trainings are recorded and placed on the DonorSnap Help Site. These trainings are generally available a few hours after the training ends.

See all of the other past trainings on the help site under Training Webinars.

Not Using DonorSnap Yet?

Sign up for one of our free webinar demonstrations to see the software in action.
Ready to be set up with your own database? Get started today!