Recurring giving can be a fantastic way to acquire new, younger donors -- lowering the entry point for your community to give back. Having accurate data on this commitment in order to appropriately steward this group -- and to execute thoughtful upgrade strategies -- is so important. You want them to feel good and important in their long term commitment.
GiveCampus has created easy-to-use report templates based on best practices for pulling a report on all of your recurring gifts. This will help you manage your subscription, keep track of the lifetime value of your recurring gifts, anticipate gifts coming to an end, and encourage upgrades! 📈
First, read this article to understand how to use pre-built custom report templates. Optionally, check out this article for more general information on creating a custom report!
GiveCampus has published these custom report templates to help you report on recurring gifts:
#1: Recurring Gift Subscriptions: This custom report can help you take a look at all of your subscriptions, the amount paid to date, the amount remaining on each recurring gift, installment amounts and frequency, and more. The BIG picture 🖼 on your recurring gifts. 🔄
Pro-Tip: Pull a report of subscriptions only by visiting your administrator dashboard > reporting > recurring donations > subscription report.
- constituent_identifier: your unique, constituent identifiers that you’ve uploaded from your database into GiveCampus
- paid_name: the name entered with the donors payment information
- payer_email: the email entered with the donors payment information
- state: donation states include paid, authorized, and confirmed. Learn what they mean.
- addr_city: donor’s city, if asked
- addr_state: donor’s state, if asked
- addr_country: donor’s country
- zipcode: donor’s zip code
- anonymous: true/false whether the donor opted to not have their name displayed on a campaign
- affiliation: donor’s self-identified relationship with your institution
- donation_type: this should read ‘installment’ for all of your recurring gifts.
- donation_id: unique GiveCampus donation identifier
- installment_subscription_id: unique GiveCampus subscription identifier
- subscription_state: this will show you whether the recurring gift is active, failed, canceled, or ended.
- subscription_installment_amount: the amount of each installment
- recur_period: the frequency of the recurring gift, monthly or yearly
- recur_length: the length of the recurring gift. This will read ‘indefinite’ for indefinite recurring gifts.
- max_installments: the number of installments in total, should the recurring gift run until its scheduled end date. This will be blank for indefinite recurring gifts.
- subscription_start_date: date the recurring gift began
- subscription_end_date: the scheduled end date of the recurring gift. This will be blank for indefinite recurring gifts.
- subscription _last_run_date: the most recent date that a recurring gift installment was charged
- installment_number: which installment this most recent gift represents
- subscription_installments_remaining: the number of installments left on the recurring gift
- subscription_installments_paid: the number of installments that have been paid to date
- subscription_amount_remaining: amount remaining from the recurring gift commitment. This will be blank for indefinite recurring gifts.
- subscription_amount_paid: value of paid recurring gift to date.
- designation_name_[1-5]: the name of the fund the recurring gift is for
- designation_amount_[1-5]: the amount of the donation designated to this fund
- designation_backend_[1-5]: your backend designation identifier, if added in for your designations
- note_content: any notes added from school administrators to the recurring gift
#2: Recurring Gift Installments: Use this simpler custom report to just track installments that have come in during a certain period of time. This is a great way to see, for example, how many recurring gifts have been charged over the last month and their value. 🗓
Pro-Tips: Pull a report of installments only by visiting your administrator dashboard > reporting > recurring donations > subscription report. Be sure to also keep track of recurring gifts in your day-to-day donation reports by including ‘donation_type,’ helping you distinguish between a regular, one-time gift and a recurring gift installment.
- constituent_identifier: your unique, constituent identifiers that you’ve uploaded from your database into GiveCampus
- paid_name: the name entered with the donors payment information
- payer_email: the email entered with the donors payment information
- state: donation states include paid, authorized, and confirmed. Learn what they mean.
- addr_city: donor’s city, if asked
- addr_state: donor’s state, if asked
- addr_country: donor’s country
- zipcode: donor’s zip code
- anonymous: true/false whether the donor opted to not have their name displayed on a campaign
- affiliation: donor’s self-identified relationship with your institution
- donation_type: this should read ‘installment’ for all of your recurring gifts.
- donation_id: unique GiveCampus donation identifier
- installment_subscription_id: unique GiveCampus subscription identifier
- subscription_state: this will show you whether the recurring gift is active, failed, canceled, or ended.
- donation_amount: amount of donation
- subscription_installment_amount: the amount of each installment
- date_of_capture: the date of most recent captured installment of the recurring gift
- designation_name_[1-5]: the name of the fund the recurring gift is for
- designation_amount_[1-5]: the amount of the donation designated to this fund
- designation_backend_[1-5]: your backend designation identifier, if added in for your designations
- note_content: any notes added from school administrators to the recurring gift
Need help? Or need some back up getting your advancement services team on board and prepared for recurring gift reporting? Reach out to support@givecampus.com!