Employee Giving

Trudi Bell

Hello, I'm looking to locate a list of employees that are currently giving from within (payroll deductions) and the amounts for specific campaigns. Is there a such report?

Christine Robertson

@Trudi Bell You can absolutely pull a report showing Individuals with giving by campaign (one way is in the canned reports of database view under Finance, I would use the Gift Detail and Summary report).

How you would do that to only pull Employees with Payroll deductions really depends upon how you code those gifts in your system.

Trudi Bell

@Christine Robertson
Thank you! I'll give that try.

Christine Robertson

@Trudi Bell You're welcome!

Faith Murray

@Trudi Bell
As Christine mentioned, I would use the Gift Detail and Summary reports in DBV. Within those reports, on the Filter tab, you can select donors with specific constituent codes if you mark employees that way; or you can isolate the employees with a Constituent query attached to your report on the General tab. For Payroll deductions, most people record these as recurring gifts – if you do, you can filter on Gift Type in the Columns tab. As Christine said, it depends how you code the gifts.

Noah Wilson

@Trudi Bell
To speak more to the query side of things, you could go at it a couple of ways:

You could do a query on active payroll deduction recurring gifts specifically and then output some of the constituent information such as Constituent ID and Name along with Gift Amount (or Fund Split Amount) and Campaign. You could then sum by constituent and campaign in Excel. A powerful way of doing this is by using a pivot table which is designed for this kind of aggregation. One thing to consider is whether you are wanting to reckon the amount for each campaign by Active Recurring Gifts (i.e. how much is currently coming in for each campaign each pay period) or by Total Dollars (i.e. how much each donor has given to each campaign via payroll deduct). The answer to this question will determine whether you are looking specifically for Active Recurring Gifts or also Recurring Gift Pay-Cash's.

Another option would be to come at it from the constituent side and query constituents based on whether they have an active payroll deduction recurring gift on their record. Then you could feed that query into a constituent export and use some summary fields to do “mini-queries” that would total payroll deduction gifts from that person into separate columns by campaign if you wanted.