Find people who have donated.

You need to review recent donors or donations, communicate with donors or explore information about donors.

Considerations

• Do you want to find all donors or just donors who attended your institution?

• Does it matter when the individual made the gift?

Start with a pre-built filter

Use this as a starting point. You can add fields to further narrow donors returned.

1. Go to Filters > Alumni.

2. In All Users select ZCC All Donors.
   
   

   Open

   

3. Click Filters.
   
   

   Open

   

4. By default, the filter shows all individuals with total giving greater than zero. You may adjust the Total Giving range.
   
   For example, you can show all donors with total given greater than > a specific amount. Below would return all donors who have given, in total, greater than $500.
   
   

   Or you can show all donors who have given between specific amounts. Notice the first Total Giving is greater than >= and the second Total Giving is less than <=. Below would show all donors who have given, in total, between $1,000 and $3,000.
   
   

5. Click Submit.

Add criteria

You can further narrow your results by selecting Add Fields, searching for the field name and selecting it.

• Deceased to exclude donors who have passed away.

• Alum Class Year to narrow your results to only those individuals who identify with a specific class or graduation year.

• Degree Majors to narrow the results to only those individuals who completed certain academic programs.

• Current Year Giving to narrow the results to only those individuals who have donated in the current year. To do this, set this to > 0 or an amount of your choice.

Build results

You can show additional information alongside the results by selecting Column Visibility, searching for the field name and selecting it.

• Constit Codes show how the individual is connected to your institution.

• Total Giving shows how much the individual has donated.

• Current Year Giving shows how much the individual has donated this year.

• Open Pledges shows how much the individual has promised to give.

• Last Gift Date shows the last time the donor contributed.

Actions to consider

You can take action with the results.

• Click +Send Selected to Gift Finder to send the ID numbers of the donors to the gift finder, where you can further narrow the results by type of gift and see additional gift details.

SSRS base reports for additional data

The alumni finder provides an overview of donors and their giving. Base reports provide more detailed information.

Constituent Search Using Constituent Code

Use this report to return a simple list of all constituents of the type(s) you select, their email, address and total giving.

1. Go to Faculty/Staff > Base Reports > Alumni Development > Giving by Date Range.

2. Select a Start of Giving Date Range and an End of Giving Date Range. The report sums all giving for each constituent during these dates. Even donors who haven’t given during this range will appear in the report.

3. In Select Constituent Code(s) choose which types of constituents you want to see. You set these types as part of your business practices but they may include options such as alumni, nonprofit agency, corporations, partners, government, etc.

4. Click View Report.

Detailed gift information

Use this report to find all gifts and detailed information including their appeal code and fund. Options on the report let you narrow gifts by fund, appeal code, constituent type, gift purpose, campaign, project expense code and more.

1. Go to Faculty/Staff > Base Reports > Alumni Development > Giving by Date Range.

2. Select a Starting Transaction Date and an Ending Transaction Date. Only donors who made gifts between these dates will show.

3. Further narrow your results by constituent types, specific funds, appeal codes, project expense tracking (PET) codes, campaigns or total given range.

4. If Show Summary Row Only is set to Yes then the report displays only the total given by each donor. If you select No, each individual the report shows each individual donation.

5. Click View Report.