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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Geographic Giving Data

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 Hey you guys!

Tableau is not great just for crunching numbers, it can help visualize ordinary data in a map. One common geographic related task that happens for American nonprofits every year is reporting in which states they had donors.  This is pretty simple to do with just a couple of data fields for each gift:

Gift ID

Donor ID

Gift Amount

City (and country if you can't filter on that)

Gift Date (use more than one year, it's fun!)

You can do this in Excel and literally 30 seconds, using a pivot table. But with tableau, you can make it a little more interesting by visually showing if each state is gaining or losing donors over the previous year.

Check out the tutorial here.

Next time - split gift data! ( I know I have said this before)

Yours in Data

-Dave


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