Annual Giving Statements

Dianne Wilson

We're looking to provide our yearly donors with a statement at the beginning of the year that summarizes their previous years giving to our foundation. The canned report that is available in RE does not reflect the value of some transactions that were, say an auction item purchase. Does anyone have ideas or suggestions on how to create a report that reflects this?

Crystal Bruce

Question moved to Raiser's Edge forums. Thanks!

Dariel Dixon

I think this depends on how the gifts were entered in. In regards to the auction items, it's important that the receipt amount is entered in correctly. I think the canned report (assuming you are using the annual statement report) should do the trick. Make sure that you are including all of the relevant gift types as well.

Cathy Spencer

Hi Dianne,

I ran a query of people who had been involved in our events where registration came with monetary benefits to be sure I didn't miss anyone. I then ran the regular canned Annual Giving Statement report out of RE. For those who had contributions with added value - I used the report footer to enter a statement such as,

" * Value of goods received for Winter Weekend/Ball is $900. Charitable contribution is $100."

and then I amended the page footer to say: "No goods or services were provided in return for these contributions, except as noted above."

Dariel is correct about the ability to show Amount and Receipt Amount - if we had a contribution of $1000 for the Ball and the value of goods was $900, that line item shows Amount of $1,000 and Receipt Amount of $100 in the Annual Giving Statement. I hadn't realized that before, so it was good to see.

I hope this is helpful. It took me extra time to do it this way, but it seemed a reasonable way to manage it.


Cathy