Missing donations on Annual Giving Statements

Michelle Andry

Good afternoon, I recently sent all our donors their annual giving statements for 2023. I was notified that one of our constituents was missing three donations on his giving statements. When I go to his profile on RE, all three donations are listed in his giving history. Why are they not showing up on the annual giving statement?

Austen Brown

@Michelle Andry - Are they soft credited gifts?

Michelle Andry

@Austen Brown no they are not

Austen Brown

@Michelle Andry - Looking back on how you generated the giving statements is there any correlation between the 3 missing gifts and the criteria used to get the data?

Michelle Andry

@Austen Brown no, not that I am seeing. I even checked other constituents that donated for the same cause and their donations are on their giving statement. I am really perplexed about this.

Austen Brown

@Michelle Andry - How did you generate the giving statements?

Michelle Andry

@Austen Brown I may not be answering this correctly…but I generated it NXT…When I sent them out initially, I did the following

>Fundraising>Giving Statements>Multiple Statements>Selected the constituent list>date range: last calendar year>Email format

Even if I just do an individual one for that constituent, it is still incorrect.

Austen Brown

@Michelle Andry - Thanks for the additional info, that helps. Do the 3 missing gifts happen to be Stock gifts?

Michelle Andry

@Austen Brown no, they are not stock gifts

Christine Robertson

@Michelle Andry For the gifts not on the giving statement, what is the Gift Type? Also, are both the Gift date and the Post date in the date range that you used for the criteria?

Michelle Andry

@Christine Robertson one is listed as “gift in kind”, one is listed as “other” and one is listed as “one time gift”…do I have to list them as “one time gifts?” If so, why wouldn't “gift in kinds” show up? And yes, the dates are all in the range that I selected as the criteria.

Dariel Dixon

@Michelle Andry I don't think you have the option to choose what types of gifts are listed in the giving statements document. From the KB and the help, I think it might be limited to one time gifts, pledge payments and recurring gift payments.

You may have to look to export his gifts and find another way to deliver his giving summary to them.

Christine Robertson

@Michelle Andry One of the downsides to the statements in web view is the fact that the criteria of what is included/excluded is pre-set by BB and cannot be changed. I don't know why they opted for the gift types that they did, but I do know that at this time, there's nothing you can do in web view to change that. If you use the option in database view under Reports (Financial Reports - Annual Statement Report), you can customize your criteria to include the gifts that you need.

Austen Brown

@Michelle Andry - Agree with Christine and Dariel's recommendations. The reason I asked about stock gifts, is because that is the most common pain point for gift types that are not included.

I recommend you do an audit of 2023 donors in your system that had statements created through web view, that also have a gift with a type that is not included. You may need to re-create statements for these folks as well.

Naila Asif

@Christine Robertson, this is so absurd really. Why gift types like stock gift, other and gift in kind not included in the web view giving statements? It means whatever we are generating from NXT is not trust worthy.

Christine Robertson

@Naila Asif I agree with you that they should be options to be included. I think that the idea behind this is that they left off the gift types that should be receipted differently by the IRS, but that doesn't negate the fact that some users do want to include those gifts and there is nothing obvious warning them that they are being left off.

Alex Wong

@Christine Robertson
I'm not sure if it was b/c of that reasoning.

Even to this day, support for stock gift isn't that great in RE NXT. I think Blackbaud is having problem trying to include gift type that has fields/properties that is harder to pull up and config into a statement to show (stock symbol, quantity, price, etc).

Christine Robertson

@Alex Wong True. I don't know their reasoning, but my speculation is based off of the fact that they also do not include the GIK. Since both of those are supposed to be receipted differently than cash, I imagine that has something to do with their decision.

JoAnn Strommen

@Christine Robertson I would say it definitely has to do with the difference in receipting and valuing a GIK and a stock gift. Too many options to pull and if entering $0 as receipt value for GIK and only recording gift details what's the purpose in including other than confusing donor why amount not what they anticipated for GIK or for stock.

Just my thoughts.

Lee Grisham

@JoAnn Strommen Agree!

My point is if all of this doesn't matter from a CPA standpoint as they have to have the individual receipts, why not make it whatever the org wants? The statements are not able to be used as a tax document, so why not allow us to fully customize them to our heart's content??? It is not a finished product, @Naila Asif .