High Touch – My Donors’ Gifts Report
Your success as a relationship manager relies on accurate and actionable information about the donors in your portfolio. To support that goal, last year we launched the “My Donors’ Gifts” screen on the High Touch Dashboard.
The report works just like Donations Summary on the Dashboard: donors with you as a relationship manager with primary responsibility (or everyone in their household) and the payments or soft payments associated to those donors.
The report details include donor name, gift date and amount, pledge type if it is a pledge payment, the associated High Touch project if applicable, and the acknowledgment status.
And, new in the February deployment, you can additionally search by and filter on Promotion. Promotion is the highest level of revenue reporting in Revolution Online. For most clients, this field aligns to your fundraising programs/departments (e.g., Direct Marketing, Foundations, Major Gifts). For clients that have sub-organizations, this field is associated to your sub-organizations. We hope this improvement helps you filter on the gifts that count – at least against your fundraising goals.