Split Gift Analysis

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 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!...
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Analyzing First Gift and Last Gift Data

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 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 really outstanding stuff with fundraising data.

Next time, dealing with split gifts!  Until then,

Yours in Data,

-Dave


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