Fund Anniversary/Upcoming Anniversary Reporting Functionality
I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.
Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.
I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.
Desired improvement would be a functionality within Reports or elsewhere where milestone (especially "Upcoming") events are easily alerted and tracked to engage donors. A quick reference to "Upcoming fund open anniversaries" or "Upcoming Birthdays" would be a fruitful improvement to allow less external data manipulation.
Thank you for your consideration.
Mitchell Moravec
shared this idea
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Shawna Mosley-Foster
commented
Great idea!
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Emily Hannon commented
Agreed!
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Madison Leighty
commented
We are currently pulling a report of all funds opened during a particular month and then manually editing the data in Excel to only reflect funds which are celebrating a milestone "anniversary" in a given year. This is time consuming! Other databases have previously given us reporting options which allowed us to pull multiple date ranges and combine them, e.g., pull all funds opened in November of 2022, 2018, 2013, 2008, etc., for a November 2023 anniversary notification. I would love to see something similar in CSuite, both in the funds area and in other custom reports with date ranges (grants, donations, profile birthdays/anniversaries, etc.).
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Jill Wright
commented
This would be very helpful for donor engagement purposes.
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Daniela Cerón
commented
Yes!
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Sarah Guidi
commented
+1
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Jennifer Weld
commented
Yes, please!