Giving Statistics Reports
Chabad Suite has introduced a new Giving Statistics feature designed to empower organizations with advanced donor reporting capabilities. The goal: make it easy to analyze donor giving patterns, keep fundraising efforts consistent, and gain rapid insights to boost your overall fundraising impact.
Key Features in Giving Statistics
- Accessible Donation Tracking
- Access a new "Giving Statistics" tab on donor profiles.
- Instantly view lifetime giving, year-over-year totals, annual donation counts, and the most recent gift.
- Evaluate whether to reach out, thank, or cultivate a donor with up-to-date contribution history.
- Spouse and Household Donations
- Automatically aggregates donations from both spouses, avoids double counting and shows a unified household giving history.
- Giving statistics are shown only on the primary spouse's profile to ensure data accuracy.
- Exclusion and Inclusion Controls
- By default, only tax-deductible donations are counted (tuition, event fees, and other nontax-deductible payments are excluded).
- Users can edit financial type filters to include/exclude any category, customizing the statistics as needed.
- Soft Credits and Organizational Giving
- Donations made via a donor’s business or organization (“soft credits”) can be included with a click.
- Add soft credit types to fully reflect a donor’s support history.
- Bulk Donor Reports and Actions
- Use the Giving Statistics module in package reports to see comprehensive giving data for all donors at once.
- Sort, export, or take actions (like sending bulk emails) directly from the statistics view.
- Actionable Insights
- Instantly spot lapsed donors or those who have reduced giving.
- Quickly identify who to contact, craft targeted messages, or strategize outreach for maximum effect.
How to Use Giving Statistics
- Open a donor’s profile and click the "Giving Statistics" tab.
- View key data: Lifetime giving, year-over-year breakdown, recent donation date, largest gift, and donation history (including spouse).
- Customize filters (optional): Adjust financial types and soft credits to refine the report.
- Bulk reporting: Navigate to Package Reports > Giving Statistics to analyze collective donor data, export results, or perform mass actions.
- Engage donors: Use tokens in emails for personalized outreach (such as referencing last year’s giving and inviting donors to match their impact this year).