Life time giving and event registration fees

Mark Bezanson

I have been asked to come up with an easy way for people to see the ‘real’ lifetime giving that does not include registration fees. Any suggestions? Thank You Mark

JoAnn Strommen

@Mark Bezanson Have been waiting to see if anyone has as an answer for you. I wish I did.

This is one of the reasons we are not processing event registrations in web view. Besides LTG it can skew gift stats/metrics and even cause accounting issues in some cases. I have repeatedly requested a way to not commit these fees as gifts since at least 2020. My latest suggestion was a specific gift type.

Alex Wong

@Mark Bezanson
If you don't like Blackbaud definition of “stuff” (donor lifecycle, what is consider “giving” and what isn't), you will have to go the custom route. Building a custom report that “fits” to your org use of RE data table's field. An option is to use Power BI via a custom connector or Power Automate. It does have a learning curve, so if you want to learn more, hop over to developer.blackbaud.com

Mark Bezanson

@Alex Wong Thank you Alex.

Jana Davis

@Mark Bezanson What if you used the gift type “Other”. From "Settings" you can then exclude this gift type from “Recognition”.

Roseann Guinan

@Mark Bezanson

In DB view, I have a query that excludes specific funds from being included so this is used in my export as a filter for ticket fees, etc. from everything else when total giving is being included.

Mark Bezanson

@Roseann Guinan
Thank you. I will give that a try.

Hallie Guiseppe

@Mark Bezanson

We use the Fund Type & Fund Category fields to identify “non-gift” funds and as @Alex Wong stated we use Power BI to create custom reports. Although as long as you can isolate the funds you don't want included you should be able to pull a report from RENXT directly. (i.e. query on funds with our without specific fund type/category.)

Mark Bezanson

@Hallie Guiseppe Thank you