Split Gift Analysis

-
 Hey you guys! It’s not a big secret that one of the more controversial features for many long year in Blackbaud's Raiser's Edge is the split gift feature. On one hand it offers a great way to divide a single contribution into multiple funds, campaigns, or appeals. On the other hand it makes analysis somewhat difficult.  Many institutions simply don’t use split gifts at all and would enter a single check or credit card gift as multiple gifts in the batch. One of the things that makes analyzing split gifts difficult is the lack of a split gift ID in the Query and Export modules. While it is technically possible to get the split gift ID from the administrator import function, there’s another way that you can create a unique ID for each split gift segment.   In this demo , I show example examples using Excel and tableau how this can be quickly accomplished.  What do you think? What are some of the other issues working with split gifts    in Raiser’s Edge!...
Post a Comment

Comparing Age Demographics Across Years

-

Hey you guys!

Here's a question posted to the Facebook RE support group last week (but I've seen it many times): "How can I compare my donor age demographics to what they were 10 years ago?"   RE isn't exactly built to answer that question. With a couple of calculated fields in Tableau, you can quickly visualize this comparison from a simple RE export.  Check it out here.  

What do you think?  Comments are welcome!

Next time, I'll discuss ways to display the dates of donors' first gifts and perform some quick data analysis. I will also do it in a fraction of the time it would have taken to export this from RE as a summary field.


Yours in Data

-Dave

Comments

Post a Comment

Popular posts from this blog

Getting the number of years each donor gave

-
Hey you guys! (in my best Electric Company yell) Here's my first video for the YouTube channel.  I think the most common question I see on the Facebook Raiser's Edge support group is "How can I get a list of constituents and how many years they gave during any given number of years?"  You can use many tools to answer this question, but I love being able to take a data set and just dive into it with Tableau. Nothing else really compares for me.  This solution works with any donor data system, by the way.  Check it out here . Yours in data -Dave
Read more

Analyzing First Gift and Last Gift Data

-
 Hey you guys! A very common topic on the Facebook Raiser's Edge Support group is "how can analyze giving between more than two years, without having to run multiple reports?"  I must maintain some hope that eventually Blackbaud will dramatically beef-up the built-in reporting abilities of RE, but for now there are third-party options.   I've been doing multiple year analysis of donors for a decade now in Tableau.  There are some very quick methods to tackle this issue.  You only need four fields to do a considerable amount of analysis: Gift ID Constituent ID Gift Amount Gift Date It will take FAR less time to export these as Gift Records rather than Constituent Records with summaries.  With ALL gift records, you can analyze your data and trends at any scale (three years, five years, ten years, etc.). Here's the simple version . A much more thorough take on deep retention and KPI metrics can be found on YouTube by Concourse Hosting.   They do some real...
Read more