Contribution vs. NonContribution

We are working on making our reports more efficient and need input. Currently, we are trying to find a better way to combine both contributions and non-contributions on our reports and pledge reminders, but not annual statements (we still use the database view report). I am looking for suggestions or ideas on easier ways to accomplish this without the complex and manual methods we are using now. We usually track non-contributions by campaign and gift subtype. Due to the way the integration with FE is set up, they are two separate gifts. These are usually event tickets and auction item payments. Now we have a stadium that has multi-year pledges of both contribution and non-contribution. The receipt amount was not used before I got here, but I have been using that to assist.

Answers

  • Joe Moretti
    Joe Moretti Community All-Star
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    One suggestion and it depends on what funds you use for these noncontribution and if these funds are not used for contributions is to use the Fund Category on the Funds. Create a fund category of Noncontributions. But this will only work if the those funds are not used for Contributions. You can then create a query of funds that fall in the category o Noncontribution, have a query of those and attach that to you reports in the fund section. Since I do not know what your ways of reporting are, I cannot be very specific. But this can help with that.