Payment Reports

The ‘Recurring Payments’ report in Reports module of Retention CRM provides Chambers of Commerce, Nonprofits and Associations with information about all the recurring payments/donations their organization receives. This report is helpful for understanding payer/donor giving patterns, managing upcoming payments, and identifying potential issues in membership organizations.

General Functionality of ‘Recurring Payments’ report

Available fields

• Contact Name: Name of the donor who set up the recurring payment.
• Payment Status: Current status of the recurring payment (e.g., Active, Cancelled, Pending Review).
• Installments: Total number of installments planned for the recurring payment.
• Frequency Interval: The number of times a unit of the frequency unit occurs between installments (e.g., every 2 months).
• End Date: The date the recurring payments are scheduled to end (optional).
• Frequency Unit: The unit of time between installments (e.g., Month, Year).
• Installment Amount: The amount deducted for each installment.

Using ‘Recurring Payments’ report in Association Management

A nursing association can utilize the ‘Recurring Payments’ report to gain valuable insights into their membership dues and donations. Here’s a breakdown of the fields in the context of a nursing association:

• Contact Name: Name of the member/donor who set up the recurring payment for membership dues or donations.
• Payment Status: This helps identify active members (with active recurring payments for dues), lapsed members (cancelled recurring payments), and pending memberships (pending review for recurring payments).
• Installments: Shows the total number of installments planned for the recurring membership dues or donations.
• Frequency Interval: Indicates how often dues are deducted (e.g., monthly, annually).
• End Date: Useful for tracking when a member’s dues end or a donation series is complete (optional field).
• Frequency Unit: Specifies the unit of time between dues deductions (e.g., Month, Year).
• Installment Amount: Shows the amount deducted for each membership dues payment or donation installment.

Additional Filters

The report also offers various filters to narrow down the results:

• Credit Card Type: Filter by the type of credit card used for the recurring payment (if applicable).
• Payment Status: Filter by the current status of the recurring payment (e.g., Active, Cancelled).
• Currency: Filter by the currency used for the recurring payment.
• Financial Type: Filter by the financial type associated with the recurring payment (e.g., Membership Dues, Donations).
• Frequency Unit: Filter by the unit of time between installments (e.g., Month, Year).
• Frequency Interval: Filter by the number of times a unit of the frequency unit occurs between installments.
• Installment Amount: Filter by the amount deducted for each installment.
• Installments: Filter by the total number of installments planned for the recurring payment.
• Start Date: Filter by the date the recurring payments began.
• Next Scheduled Payment Date: Filter by the date of the next upcoming installment.
• End Date: Filter by the planned end date of the recurring payments (optional field).
• Last Payment Processed: Filter by the date of the last processed installment.
• Calculated end date: This system-calculated date indicates when either the end date is reached or all installments are made.
• Payment Processor: Filter by the payment processor used for the recurring payment (if applicable).
• Group: Filter by the group the donor belongs to within the nursing association (if applicable).

Using the Report: Scenario for a Nursing Association

Let’s consider a scenario where the nursing association wants to identify members with upcoming membership renewals. They can utilize the ‘Recurring Payments’ report with the following filters:

• Payment Status: Active
• Financial Type: Membership Dues
• Next Scheduled Payment Date: Within the next 3 months (filter by date range)

This report will show a list of members with active recurring payments for membership dues, along with their next upcoming payment date. This allows the association to:

• Proactively reach out to these members with renewal reminders.
• Identify potential lapses in membership if there are upcoming failed deductions due to expired credit cards or insufficient funds.
• Segment their member base for targeted communication based on their membership renewal schedule.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association – Identify Members with Upcoming Dues Renewals

Similar to the scenario mentioned in the passage, an association can use the Recurring Payments report to identify members with upcoming membership renewals. They can filter the report by:

• Payment Status: Active
• Financial Type: Membership Dues
• Next Scheduled Payment Date: Within the next 3 months (filter by date range)
• This report will help the association to proactively reach out to these members with renewal reminders, identify potential lapses in membership due to expired credit cards or insufficient funds, and segment their member base for targeted communication based on their membership renewal schedule.

Chamber of Commerce – Track Sponsorships

Chambers of commerce often rely on recurring payments from businesses in the form of sponsorships. The Recurring Payments report can be used to:

• Track all active sponsorships (Payment Status: Active, Financial Type: Sponsorship)
• Identify upcoming sponsorship renewals (similar to the member renewal example above)
• Analyze sponsorship trends by filtering by installment amount, frequency, and start date

Nonprofit – Monitor Grant Funding

Nonprofits frequently receive grant funding in installments. The Recurring Payments report can be used to:

• Monitor the status of active grants (Payment Status: Active, Financial Type: Grant)
• Track the disbursement schedule of grant funds (Installments, Frequency Interval, Frequency Unit)
• Identify potential delays or shortfalls in grant funding (comparing the calculated end date with the expected end date)

By using the ‘Recurring Payments’ report effectively, Associations, Chambers of Commerce and Nonprofits can gain valuable insights into their membership dues and donations, allowing them to better manage their finances and member relationships.

The ‘Payment Aggregate by Relationship’ report in Reports module of Retention CRM provides Associations, Chambers of Commerce and Nonprofit organizations with a summary of donations grouped by contact and their relationships. This helps membership organizations understand payment patterns (membership fee, event fee, donation etc.) based on relationships between contacts.

General Functionality of ‘Payment Aggregate by Relationship’ report

Available Fields:

• Contact Name: Name of the donor.
• Relationship Type: Type of relationship between the donor and another contact (e.g., spouse, child, employer).

Using ‘Payment Aggregate by Relationship’ report in Association Management

For a nursing association, this report can be particularly useful for understanding giving patterns among members and their families.

• Contact Name: Lists the member of the nursing association who made the donation.
• Relationship Type: This can reveal interesting trends. For instance, you might see spouses or children donating on behalf of nurses. This information can be used to tailor future fundraising campaigns.

Additional Filters:

The report offers various filters to narrow down the results:

• Gender: Filter by member gender.
• Birth Date: Filter by member age group.
• Contact Type: Filter by member type (e.g., Registered Nurse, Licensed Practical Nurse).
• On Hold: Include or exclude inactive members.
• Tag: Filter by tags assigned to members (e.g., “potential donor”).
• Group: Filter by member groups (e.g., “pediatric nurses”).
• This Year/Other Years: Filter donations by year.
• Payment Date/Receipt Date: Filter by date range.
• Payment Status: Filter by donation status (e.g., completed, pending).
• Financial Type: Filter by donation type (e.g., membership fee, one-time donation).
• Payment Amount: Shows the amount of each donation.
• Aggregate Amount: Total donation amount from a contact and their related contacts.

Hypothetical Scenario:

The nursing association wants to understand how to better engage younger members with fundraising. They use the report to:

• Filter by Contact Type (Registered Nurse) and Age (under 35).
• Analyze Relationship Type to see if younger members are donating with family members.
• Use Payment Amount and Aggregate Amount to see average donation sizes.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association (Alumni Association)

Similar to the nursing association example, an alumni association can utilize the “Payment Aggregate by Relationship” report to understand giving patterns among alumni and their families. By filtering by “Graduated Year” (younger alumni) and analyzing “Relationship Type,” they can see if recent graduates are more likely to donate with parents or employers. “Payment Amount” and “Aggregate Amount” can reveal average donation sizes for this group. This data can inform targeted campaigns for young alumni, like mentorship programs or matching gift opportunities with employers.

Chamber of Commerce

A chamber of commerce can leverage this report to analyze donation patterns between businesses and their employees. Filtering by “Member Type” (Business) and utilizing “Relationship Type” (Employee of) can expose trends in employee-driven donations. “Payment Amount” and “Aggregate Amount” can show the average donation size from businesses and their employees combined. This information can be used to develop programs that incentivize employee giving, potentially through matching Payments or volunteer opportunities.

Non-Profit (Animal Shelter)

An animal shelter can use this report to understand donation patterns between pet owners and their adopted animals. Filtering by “Contact Type” (adopter) and including “Related Contact” (adopted animal) can reveal if pet owners donate more frequently after adopting. “Payment Amount” and “Aggregate Amount” can show the average donation size from pet owners and any potential increase after adoption. This data can be used for targeted campaigns based on the type of animal adopted, encouraging continued support for their new furry friend.

This report can help Nonprofits, Associations and Chambers of Commerce develop targeted campaigns for their members, donors and other stakeholders,

By using the report strategically, membership organizations can gain valuable insights into payment patterns and relationships, ultimately strengthening their fundraising efforts.

The ‘Personal Campaign Page Summary’ report in Reports module of Retention CRM provides Nonprofits, Associations and Chambers of Commerce with a high-level overview of fundraising efforts through personal campaign pages.

General Functionality of ‘Personal Campaign Page Summary’ report

Here’s a breakdown of the report’s available options and fields:

• Supporter Page Title: Title of the personal campaign page created by an individual supporter.
• Committed Amount (Goal Amount): Target fundraising amount set by the supporter for their campaign.
• Personal Campaign Title: Title assigned by the supporter to their campaign (optional).
• Amount Received: Total amount of donations collected through the supporter’s campaign page.
• Number of Donors: Total number of individuals who donated to the supporter’s campaign.
• Most Recent Payment: Date of the latest donation received through the supporter’s campaign page.

Using ‘Personal Campaign Page Summary’ Report in Association Management

• Supporter Page Title: This could be the name of the nurse or a team of nurses fundraising for the association.
• Committed Amount (Goal Amount): The amount the nurse or team aims to raise for the association’s specific cause (e.g., funding scholarships, new medical equipment).
• Personal Campaign Title: The nurse or team can personalize their campaign with a title like “Nurses for New Equipment” or “Campaign for Compassionate Care.”
• Amount Received: The total donations collected to support the nursing association through the campaign.
• Number of Donors: The total number of individuals who donated to the association through the nurse or team’s campaign page.
• Most Recent Payment: The date of the latest donation received for the association through the campaign.

Additional Filters:

• Supporter Name: Filter by the name of the supporter who created the campaign page.
• Payment Page Title: Filter by the specific Payment page used for personal campaigns (if the association has multiple).
• Event Title: Filter by an event that might have inspired personal campaign fundraising (optional).
• Payment Status: Filter by the status of the donation (completed, pending, refunded).
• Credit Card Type: Filter by the type of credit card used for donations (optional).

How a Nursing Association Can Utilize This Report:

Let’s consider a scenario: The nursing association runs a campaign to raise funds for new patient monitors. Nurses create personal campaign pages to encourage donations from friends, family, and colleagues.

The ‘Personal Campaign Page Summary’ report helps the association track progress:

• Identify Top Fundraisers: Sort by “Amount Received” to see which nurses or teams are raising the most funds.
• Evaluate Campaign Performance: Compare “Amount Received” to “Committed Amount” to see if supporters are reaching their goals.
• Analyze Donor Base: Use the “Number of Donors” to understand how many people each campaign page is reaching.
• Track Donation Trends: Use “Most Recent Payment” to see if donations are still coming in for each campaign.

More Use Cases for Chambers of Commerce, Associations and Nonprofits

Track the progress of a fundraising campaign for new patient monitors (Association)

The report can be used by a nursing association to track the progress of a fundraising campaign for new patient monitors. The association can use the report to identify top fundraisers, evaluate campaign performance, analyze donor base, and track donation trends. This information can be used to recognize and thank top-performing fundraisers, identify campaigns needing additional promotion, reach out to supporters who haven’t donated recently, and gain insights into campaign effectiveness for future fundraising efforts.

Track the progress of a campaign to raise funds for a local business incubator(Chamber of Commerce)

A chamber of commerce can use the report to track the progress of a campaign to raise funds for a local business incubator. The chamber can use the report to identify member businesses that are raising the most funds, see how close the campaign is to reaching its goal, and track how many businesses are participating in the campaign. This information can be used to recognize and thank member businesses that are going above and beyond, identify businesses that may need help reaching their fundraising goals, and promote the campaign to businesses that have not yet participated.

Track the progress of a campaign to raise funds for disaster relief(Nonprofit)

A nonprofit organization can use the report to track the progress of a campaign to raise funds for disaster relief. The report can be used to identify individual donors who are raising the most funds, see how close the campaign is to reaching its goal, and track how many people are donating to the campaign. This information can be used to recognize and thank top donors, identify areas where the campaign can be promoted to reach new donors, and track the overall effectiveness of the campaign.

By analyzing this report, Associations, Chambers of Commerce and Nonprofits can:

• Recognize and thank top-performing fundraisers.
• Identify campaigns needing additional promotion.
• Reach out to supporters who haven’t donated recently.
• Gain insights into campaign effectiveness for future fundraising efforts.

The ‘Bookkeeping Transactions’ report in Reports module of Retention CRM provides Nonprofits, Associations and Chambers of Commerce a detailed breakdown of all financial transactions associated with payments. This report is essential for maintaining accurate financial records and ensuring proper bookkeeping practices.

General Functionality of ‘Bookkeeping Transactions’ Report

Here’s a breakdown of the report’s common fields and their meaning:

• Contact Name (in sort format): This field displays the name of the contact (donor or member) associated with the transaction, sorted in a specific format (e.g., Last Name, First Name).
• Financial Account Code – Debit/Credit: These fields represent the financial accounts used in the transaction. The “Debit” account reflects where the money came from, and the “Credit” account indicates where it went.
• Financial Type: This field specifies the type of financial transaction (e.g., Payment, Membership Fee).
• Payment Date: This field shows the date the payment was made.
• Cheque # (Cheque Number): This field displays the check number used for the payment, if applicable.
• Payment Method: This field indicates the method used for the payment (e.g., Check, Online Credit Card).
• Transaction Date: This field shows the date the financial transaction was recorded in Retention CRM.
• Trans # (Transaction Number): This field displays a unique identifier assigned to each transaction.
• Payment ID: This field represents a unique identifier assigned to each payment record.

Using ‘Bookkeeping Transactions’ Report in Association Management

For a nursing association, the ‘Bookkeeping Transactions’ report becomes even more valuable. Here’s how each field translates to their operations:

• Contact Name (in sort format): This would typically be the name of the member nurse who made a payment or payment (e.g., membership fee, event registration fee).
• Financial Account Code – Debit/Credit: The “Debit” account could be a bank account where payments are deposited. The “Credit” account might be a revenue account for membership fees or an expense account for event-related costs.
• Financial Type: This would indicate the specific type of transaction, such as “Membership Fee,” “Event Registration Fee,” or “Donation.”
• Payment Date: This shows the date the member nurse made the payment or payment.
• Cheque # (Cheque Number): This field would display the check number if the member used a check for payment.
• Payment Method: This field would indicate how the member paid (e.g., “Check,” “Online Credit Card,” or “Direct Debit”).
• Transaction Date: This shows the date the transaction was recorded in the nursing association’s Retention CRM system.
• Trans # (Transaction Number): This unique identifier helps track each financial transaction within Retention CRM.
• Payment ID: This unique identifier helps link the financial transaction to the specific payment record in Retention CRM.

Additional Filtering Options:

The ‘Bookkeeping Transactions’ report offers various filters to narrow down the results for specific needs. Here are some relevant filters for a nursing association:

• Contact Type: Filter by “Member” to see transactions only from members.
• Financial Account Code: Filter by specific account codes to track transactions for a particular revenue stream or expense category.
• Financial Type: Filter by “Membership Fee” or “Event Fee” to see transactions related to those specific activities.
• Payment Date: Filter by date range to view transactions for a specific period (e.g., monthly membership fees).
• Payment Status: Filter by “Completed” to see only successful payments.
• Amount: Filter by a specific amount or range to identify transactions exceeding a certain threshold.

Hypothetical Scenario:

The nursing association can utilize the ‘Bookkeeping Transactions’ report in numerous ways. Here’s a hypothetical scenario:

The association is planning a fundraising event. They can use the report to:

1. Identify all member payments towards the event: Filter by “Payment Type” (Event Fee) and a specific date range encompassing the event registration period. This helps track total event revenue and reconcile it with event expenses.
2. Track membership fee payments: Filter by “Financial Type” (Membership Fee) for a specific period (e.g., monthly) to see which members have renewed their memberships and identify any outstanding fees.
3. Reconcile bank statements: Export the report data for a specific period matching a bank statement cycle. This allows for easy comparison and verification of transactions recorded in Retention CRM with the bank’s records.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Tracking conference revenue and expenses (Associations)

Associations often host conferences or events. The ‘Bookkeeping Transactions’ report can be used to identify all member payments towards the event (filter by “Payment Type” (Event Fee) and a specific date range encompassing the event registration period). This helps track total event revenue and reconcile it with event expenses.

Membership fee tracking (Chambers of Commerce)

Chambers of commerce rely on membership fees for revenue. The report can be used to track membership fee payments (filter by “Financial Type” (Membership Fee) for a specific period) to see which members have renewed their memberships and identify any outstanding fees. This ensures the chamber maintains a healthy membership base.

Grant reconciliation (Nonprofits)

Nonprofits often receive grants from donors. The report can be used to reconcile grant funds (filter by “Financial Type” (Payment) and “Grant” in the explanation field) by comparing the transaction amounts in Retention CRM with the grant award letters. This ensures accurate tracking of grant funds and proper financial reporting to donors.

By leveraging these functionalities, Associations, Chambers of Commerce and Nonprofit organizations can maintain accurate financial records, identify trends in member payments, and ensure the smooth operation of their organization.

The “Soft Credits” report in Reports module of Retention CRM helps Chambers of Commerce, Nonprofits and Associations with track payments where credit for the payment should be partially or fully attributed to someone other than the original payer. This is useful for scenarios like:

• Solicited Donations: A member solicits a donation from a friend, and credit goes to both the member and the friend.
• In-Honor/Memory Of: A donation is made in honor or memory of someone, and credit goes to both the donor and the person being honored.

Generation Functionality of “Soft Credits” report

Available Fields:

• Soft Credit Name: Name of the contact who received soft credit for the payment.
• Payer Name: Name of the person who actually made the donation.
• Soft Credit Phone: Phone number of the soft credit contact.
• Soft Credit Email: Email address of the soft credit contact.
• Amount: The amount of the payment soft-credited to the contact.
• Statistics: Summary statistics like total soft-credited amount for a period.

Using “Soft Credits” report in Association Management

Let’s see how a nursing association can utilize the Soft Credits report with specific filters:

• Soft Credit Name: A member who actively recruits new members or solicits donations.
• Gender: Filter by gender to see if there’s a trend in who gets soft-credited (e.g., mostly female members soliciting donations).
• Birth Date: Identify age groups with higher soft-credit activity.
• Contact Type: Filter by “Member” to focus on members receiving soft credit.
• Financial Type: See what types of payments (one-time, recurring) are being soft-credited.
• Payment Date (From-To): Define a date range to track soft credits for a specific campaign or event.
• Receipt Date: Filter by the date the payment was recorded in Retention CRM.
• Currency: Track soft-credited donations in different currencies.
• Payment Status: Identify soft-credited donations that are still pending or refunded.
• Campaign: Filter by a specific fundraising campaign to see which members are soliciting the most within it.
• Soft Credit Type: See what type of soft credit applies (e.g., “Solicited By”).
• Soft Credit Amount: Analyze the average or total soft-credited amount per member.
• Credit Card Type: Not relevant for most soft credit scenarios.
• Tag: Filter by tags assigned to members who receive soft credit (e.g., “Active Recruiter”).
• Group: Filter by member groups receiving soft credit (e.g., “Leadership Council”).

Scenario:

The nursing association runs a campaign to raise funds for new equipment. They use the Soft Credits report to identify members who actively solicit donations (Soft Credit Name) and their success (Soft Credit Amount). They can then target specific member groups (Group) or age demographics (Birth Date) for future solicitations based on soft-credit trends. They can also see if a particular campaign (Campaign) generates more soft-credited donations than others.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Identify members who actively solicit donations (Association)

This is a specific example of an association using the Soft Credits report to identify members who actively solicit donations and their success. They can then target specific member groups or age demographics for future solicitations based on soft-credit trends.

Track payments attributable to a member company’s employee (Chamber of Commerce)

Chambers of commerce can use the Soft Credits report to track payments where credit for the donation should be partially or fully attributed to a member company’s employee. For example, a company employee solicits a donation from a business client, and credit goes to both the employee and the business client. The chamber can then use this information to acknowledge the employee’s payment and potentially reward them for their efforts.

Track in-honor or memory donations (Nonprofit)

Non-profits can use the Soft Credits report to track in-honor or memory donations. For example, a donation is made in honor of a volunteer who has passed away, and credit goes to both the donor and the volunteer. The non-profit can then use this information to send a thank you letter to the donor and acknowledge the volunteer’s service.

By analyzing “Soft Credits” report, Chambers of Commerce, Nonprofits and Associations can acknowledge and potentially reward members/donors who contribute to fundraising efforts through soft credits. This helps strengthen member relationships and improve future fundraising initiatives.

The LYBUNT (Last Year But Not This Year) report in Reports module of Retention CRM helps Associations, Chambers of Commerce and Nonprofit organizations in identifying donors who contributed in the previous year but haven’t donated yet in the current year. This helps membership organizations track donor retention and identify potential lapsed donors.

General Functionality of LYBUNT Report

Available Fields:

• Donor Name: This displays the full name of the constituent who made a contribution/donation.
• Email: This shows the donor’s primary email address on file.
• Phone: This displays the donor’s primary phone number on record.

Nursing Association Specific Fields:

• Donor Name: This remains the same as the general description, displaying the full name of the nursing professional who donated.
• Gender: This allows filtering by the donor’s gender, which might be relevant for the nursing association if they have specific initiatives or programs geared towards a particular gender.
• Birth Date: This can be used to identify potential lapsed donors based on age or career stage. For example, the association might want to target lapsed donors nearing retirement to encourage continued support.
• Contact Type: This allows filtering by the type of contact, such as Individual, Organization, or Household. This can be helpful if the association receives donations from both individual nurses and nursing organizations.
• On Hold: This lets you see if a donor’s account is currently on hold, meaning they might not be receiving communication or able to donate online.
• Address Information (Street Address, Postal Code, City, Country, State/Province, County): This allows filtering by the donor’s location, which could be useful for geographically targeted outreach campaigns.
• This Year: This is a checkbox that allows you to exclude any contributions made in the current year. This ensures the report only includes donors who gave last year but not yet this year.

Additional Filters:

• Financial Type: This allows filtering by the type of financial contribution, such as Donation, Membership Fee, or Event Fee.
• Contribution Status: This helps filter by the status of the contribution, such as Completed, Pending, or Cancelled.
• Campaign: This lets you filter by a specific fundraising campaign the donor might have contributed to last year.
• Credit Card Type: This allows filtering by the type of credit card used for the contribution, though this might not be as relevant for the nursing association.
• Tag: This allows filtering by tags assigned to the donor’s record, which can be used to categorize donors based on interests or giving history.
• Group: This lets you filter by groups the donor belongs to within Retention CRM. The nursing association might have groups for different specialties or membership levels.

Using LYBUNT Report in Association Management

A nursing association can utilize the LYBUNT report to identify and cultivate relationships with lapsed donors. Here’s a hypothetical scenario:

Scenario: The association wants to re-engage nurses who donated last year but haven’t yet donated this year.

1. Run the Report: They can filter the LYBUNT report to include only donors with the Contact Type set to “Individual.”
2. Further Refine: They can choose to filter by specific genders or age groups relevant to their programs.
3. Analyze Data: The report will display names, contact information, and details of their previous donations. This allows the association to personalize outreach efforts.
4. Targeted Outreach: Based on the information, the association can develop targeted email campaigns, phone calls, or even personalized letters reminding these lapsed donors about the association’s work and the impact of their donations. They can also highlight upcoming events or programs relevant to the donor’s interests.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Animal Shelter: (Non-Profit Use Case)

The LYBUNT report can be valuable for an animal shelter to identify lapsed donors who might be interested in resuming their support. They can:

• Run the report and exclude contributions made this year (using the “This Year” checkbox).
• Filter by donors who previously donated towards specific campaigns like stray animal rescue or spay/neuter programs.
• Analyze the report to find lapsed donors and personalize outreach based on their past giving. They can send emails highlighting success stories from the campaigns they supported or invite them to volunteer events.

Chamber of Commerce: (Use Case for Chambers)

A Chamber of Commerce can leverage the LYBUNT report to reconnect with businesses that were previously members but haven’t renewed this year. Here’s how:

• Run the LYBUNT report and filter by the “Contact Type” set to “Organization.”
• They can further refine by looking at specific membership categories (e.g., small businesses) or industry groups.
• Analyze the report for lapsed members’ contact information and details of their previous memberships. The Chamber can then craft targeted emails or phone calls reminding them of the benefits of membership, such as networking opportunities or industry-specific resources.

Historical Society: (Association Use Case)

A historical society can utilize the LYBUNT report to identify and re-engage lapsed donors who might be interested in supporting their preservation efforts. They can:

• Run the LYBUNT report and exclude recent contributions/donations.
• They can filter by donors who previously contributed towards specific restoration projects or educational programs.
• Analyze the report to personalize outreach based on past giving. The society can send emails highlighting the progress made on projects they funded or invite them to exclusive events like behind-the-scenes tours.

By utilizing the LYBUNT report and its filters, Nonprofits, Associations and Chambers of Commerce can effectively identify and re-engage lapsed donors, potentially increasing their fundraising success.

The SYBUNT report (Some Year But Not This Year) in Reports module of Retention CRM helps Associations, Chambers of Commerce and Nonprofit organizations in identifying donors who have donated in the past but not in the year (that they can specify). This helps you target lapsed donors and potentially reignite their support.

General Functionality of SYBUNT report

Available Fields:

• Donor Name: This displays the full name of the donor (individual or organization).
• Email: Lists the donor’s primary email address.
• Phone: Shows the donor’s primary phone number.

These fields provide essential contact information for potential outreach efforts.

Using SYBUNT report in Association Management

Now, let’s explore these fields and report options in the context of a nursing association:

• Donor Name: This identifies nurses who have previously donated to the association in the past but haven’t this year.
• Email: This allows the association to directly reach out to lapsed nurse donors through email campaigns.
• Phone: This provides an alternative for contacting lapsed donors by phone.

Additional Filtering Options:

• Gender: This helps tailor outreach based on demographics. You might segment your communication for male and female nurses differently.
• Birth Date: This can be used to identify lapsed donors within specific age groups, potentially targeting campaigns relevant to their career stage.
• Contact Type: Filtering by Individual or Organization helps focus outreach on the appropriate donor type.
• On Hold: This allows excluding inactive donors who might not be receptive to outreach.
• Address Information: This can be helpful for sending physical mail appeals to lapsed donors who might not be as active online.
• This Year: This is the key field in SYBUNT. You’ll enter the current year (2024) to identify donors who haven’t donated yet this year.
• Financial Type: This helps filter by specific donation types (e.g., membership dues, event sponsorships).
• Contribution Status: This allows filtering by the status of past contributions (e.g., completed, refunded).
• Campaign: If you ran targeted campaigns in the past, you can filter to see lapsed donors from those campaigns.
• Credit Card Type: While less commonly used, this allows filtering by the type of credit card used for past donations (potentially for future payment processing considerations).
• Tag: You can utilize tags assigned to specific donor segments (e.g., “past scholarship recipient”) to target outreach.
• Group: This helps filter by pre-defined donor groups within the association (e.g., “retired nurses”).

A nursing association might use the SYBUNT report to identify lapsed nurse donors who haven’t contributed in 2024. They can then filter by gender and age group to personalize an email campaign highlighting the association’s recent achievements and the value of continued support. Additionally, they can leverage past contribution types (e.g., scholarship recipient) to tailor the message further. The association can also choose to exclude inactive donors marked as “On Hold”.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

1. Re-engaging Lapsed Donors for a Nursing Association

As described in the passage, a nursing association can use the SYBUNT report to identify nurses who have donated in the past but not in the current year (2024). They can then filter by factors like gender, age group, and past contribution types (e.g., scholarship recipient) to personalize outreach efforts through email or phone calls. This helps reignite support from valuable donors.

2. Targeting Potential Event Sponsors for a Chamber of Commerce

A chamber of commerce can leverage the SYBUNT report to find businesses that have sponsored events in the past but not this year. They can then filter by industry or business size to target relevant organizations for sponsorship opportunities. This report helps identify potentially interested sponsors and secure funding for future events.

3. Identifying Recurring Donors for a Non-Profit

Non-profits can utilize the SYBUNT report to find donors who consistently donated in the past but haven’t donated yet in the current year. They can then segment these donors by donation history (e.g., amount donated) to prioritize outreach efforts. This allows non-profits to focus on retaining high-value donors and encourage them to continue their recurring support.

By utilizing the SYBUNT report effectively, Associations, Chambers of Commerce and Nonprofits can reconnect with valuable lapsed donors and potentially reignite their support.

The “Top Donors” report in Reports module of Retention CRM provides Nonprofits, Associations and Chambers of Commerce with a list of their organization’s most generous donors during a specific timeframe. You can customize the report to display various details and filter the results based on different criteria.

General Functionality of “Top Donors” report

Here’s a breakdown of the available fields/options:

• Contact Name: Displays the full name of the donor.
• Amount Statistics: This section summarizes the total Payments made by each donor during the chosen period. It might include various metrics like Total Amount Donated, Average Donation, Number of Donations.

Specific to Nursing Associations:

• Contact Name: Lists the full name of the donor who is likely a healthcare professional or someone associated with the nursing field.

Filtering Options:

The Top Donors report offers a wide range of filtering options to refine your search. Here’s how these options can be relevant to a nursing association:

• Contact Source: Identify how you acquired information about your donors. This could be helpful in understanding which outreach methods are most effective in attracting major donors within the nursing community (e.g., conferences, alumni networks, online campaigns).
• Gender: While not necessarily the most relevant filter, it can provide a basic demographic overview of your top donors (e.g., identifying a high percentage of female donors might inform future communication strategies).
• Contact Type: Filter by “Individual” to focus solely on individual donors, or explore Payments from “Organizations” like hospitals or nursing schools.
• Contact Created: Identify when donors first joined your association. This might help understand if recent outreach efforts are attracting high-value donors.

(Note: Birth Date, Contact Modified, Deceased, and Do Not Contact options are generally used for privacy and communication management and might not be directly relevant to filtering top donors.)

• Preferred Language: Useful if your association caters to a multilingual audience.
• State/Province & Country: This can help target specific regions with a high concentration of top donors or tailor outreach efforts based on regional demographics.
• Payment Date & Receipt Date: Define the timeframe for which you want to identify top donors.
• Currency: Specify the currency if your association receives donations in multiple currencies.
• Show no. of Top Donors: Define the number of top donors you want to include in the report (e.g., Top 10, Top 50).
• Financial Type: Filter by specific Payment types (e.g., one-time donations, recurring donations, memorial gifts).
• Payment Status: Focus on successfully completed Payments or identify pending or refunded donations.
• Tag & Group: Utilize pre-defined tags or groups to segment your top donors based on specific criteria (e.g., tag donors who contribute to scholarship funds or group them by nursing specialty).
• Donation Receipt Item: This option might be relevant if you offer different donation options with varying benefits (e.g., identify top donors who contributed to receive conference registration discounts).

Using “Top Donors” report in Association Management

Imagine your nursing association is planning a fundraising campaign to support scholarships for underprivileged nursing students.

Here’s how you can leverage the Top Donors Report:

1. Filter by Payment Source: Identify donors who have previously contributed to scholarship funds (tagged as “Scholarship Donations”). This helps target individuals with a history of supporting educational initiatives.
2. Consider Gender & Contact Type: While not a primary filter, understanding the gender breakdown of your top donors might inform the tone and style of your communication. Additionally, filtering by “Individual” ensures you’re focusing on potential individual donors.
3. State/Province & Preferred Language: If your association has a strong regional presence or caters to multilingual audiences, filter by these options to personalize outreach efforts.
4. Financial Type & Payment Status: Focus on successful “One-Time Donations” or recurring donations to identify individuals with a history of giving.
5. Group & Tag: Utilize existing groups or tags for targeted communication. You might have groups categorized by nursing specialties (e.g., pediatrics, oncology). This allows you to tailor your message to highlight the scholarship’s impact on specific areas of nursing.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Nonprofit Fundraising Campaign (Association)

Goal: Identify donors to support scholarships for underprivileged nursing students

• Use Case:
  • Filter by Payment Source: Identify donors who have previously contributed to scholarship funds (tagged as “Scholarship Donations”).
  • Consider Gender & Contact Type: While not a primary filter, understanding the gender breakdown of your top donors might inform the tone and style of your communication. Additionally, filtering by “Individual” ensures you’re focusing on potential individual donors.
  • State/Province & Preferred Language: If your association has a strong regional presence or caters to multilingual audiences, filter by these options to personalize outreach efforts.
  • Financial Type & Payment Status: Focus on successful “One-Time Donations” or recurring donations to identify individuals with a history of giving.
  • Group & Tag: Utilize existing groups or tags for targeted communication. You might have groups categorized by nursing specialties (e.g., pediatrics, oncology). This allows you to tailor your message to highlight the scholarship’s impact on specific areas of nursing.

Membership Drive (Chamber of Commerce)

Goal: Identify potential members who are high-value donors to other organizations

• Use Case:
  • Look for contacts who are marked as “Organizations” in the Contact Type filter.
  • Use the Payment Date & Receipt Date filter to identify organizations that have donated recently (indicating potential spending capacity).
  • Consider Financial Type: Filter by specific Payment types (e.g., one-time donations, recurring donations) to understand giving patterns.
  • Analyze the Amount Statistics section to prioritize outreach to organizations with a history of larger donations.

Annual Giving Campaign (Association)

Goal: Increase participation in the annual giving campaign

• Use Case:
  • Filter by Contact Created to identify recent alumni (who might be more engaged).
  • Consider Gender: While not the most relevant filter, it can provide a basic demographic overview of your top donors and inform communication strategies.
  • State/Province & Country: This can help target alumni chapters in regions with a high concentration of previous donors.
  • Payment Date & Receipt Date: Define the time frame for which you want to identify top donors. Look for alumni with a history of giving around the same time period in previous years.
  • Financial Type: Focus on successful donations (Payment Status) of any type (Financial Type) to identify alumni with a giving history.

By analyzing the Top Donors report and applying these filters, Nonprofits, Associations and Chambers of Commerce can develop a targeted outreach strategy, increasing their chances of successfully securing donations for their active programs.

The ‘Payments by Organization’ report in Reports module of Retention CRM provides Associations, Chambers of Commerce and Nonprofits with a detailed breakdown of Payments grouped by the organization. This includes Payments made by individual employees affiliated with the organization.

General Functionality of ‘Payments by Organization’ report

General Fields and Options

Here’s an explanation of the generally available fields and options in the report:

• Organization Name: Displays the name of the organization that made the Payment.
• Contact Name: (Optional) Shows the name of the individual contact person within the organization who made the Payment. This might be left blank if the Payment was made directly by the organization.
• Amount: The monetary value of the Payment.
• Payment Status: Indicates the current status of the Payment (e.g., Pending, Completed, refunded etc.).
• Payment Date: The date the Payment was recorded in Retention CRM.

Using ‘Payments by Organization’ report in Association Management

Let’s consider a specific scenario where a nursing association utilizes this report:

The association is aiming to analyze donation trends from member hospitals and identify areas for improvement in their fundraising efforts.

Utilizing Filters:

• Organization Name: This can be left blank to get a comprehensive list of all contributing organizations. Alternatively, you can filter by specific hospitals to compare their Payments.
• Relationship Type: This filter can be particularly useful for the nursing association. They can select “Employee of” and choose the association itself from the dropdown menu. This will display Payments made directly by the association, possibly for membership renewals or event registrations, alongside donations made by individual members on behalf of the hospital (employee of the association).
• Payment Date: Define a date range to analyze Payments received within a specific period. This can help track seasonal trends or measure the impact of recent fundraising campaigns.
• Amount Between: Set a minimum and maximum amount to identify Payments within a specific range. This might be useful to assess the distribution of Payment sizes among member hospitals.
• Currency: If the association accepts donations in multiple currencies, you can filter by a specific currency or view the total amount in a preferred currency.
• Payment Status: Filter by Payment status to see how many donations are still pending or if there have been any refunds.
• Campaign: (Optional) If the association runs targeted fundraising campaigns, they can use this filter to see how much each hospital contributed to a specific campaign.
• On Hold: (Optional) This filter can identify Payments that are on hold for any reason.
• Credit Card Type: (Optional) This might be useful for tracking the preferred payment methods used by member hospitals.

Report Benefits for a Nursing Association

By utilizing the ‘Payments by Organization’ report with various filters, the nursing association can gain valuable insights such as:

• Identify major donors: Recognize member hospitals that consistently contribute larger amounts.
• Track overall donation trends: Analyze donation patterns over time to identify periods of peak generosity.
• Evaluate campaign effectiveness: Assess the success of fundraising campaigns targeted towards member hospitals.
• Segment future outreach: Group hospitals based on Payment history to personalize communication and tailor future fundraising efforts.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Identify major donors and personalize communication for future fundraising efforts (Association)

The alumni association can use the report to filter by Organization Name to see a list of all contributing organizations (alumni employers). They can then sort by Amount to identify major donors (companies that consistently contribute larger amounts). With this information, the association can personalize communication and tailor future fundraising efforts to these major donors. For instance, they can invite major donors to exclusive events or offer them matching gifts.

Track overall donation trends and identify periods of peak generosity (Chamber of Commerce)

The chamber of commerce can use the report to track overall donation trends from member businesses. They can filter by Payment Date to define a date range (e.g., past year) and see how Payments fluctuated throughout the period. This will help them identify periods of peak generosity, such as around the holiday season. With this knowledge, the chamber can plan their fundraising campaigns strategically to coincide with these periods.

Evaluate campaign effectiveness and segment future outreach (Nonprofit/Advocacy Organization)

The environmental advocacy group can use the report to evaluate the effectiveness of their fundraising campaigns targeting member organizations (environmental businesses). They can filter by Campaign to see how much each organization contributed to a specific campaign. This will help them assess which campaigns resonated most with member organizations. Additionally, they can segment future outreach based on Payment history in the Payment Amount field. For example, they can target high-contributing organizations with requests for donations or volunteering opportunities, while nurturing relationships with low-contributing organizations through educational content or invitations to events.

In conclusion, the ‘Payments by Organization’ report is a powerful tool for Chambers of Commerce, Nonprofits and Associations and other membership organizations. By leveraging the various filters and options, these organizations can gain a deeper understanding of their payer base, optimize their fundraising strategies, and strengthen relationships with members, donors, volunteers and other stakeholders.

The “Repeat Payments” report in Reports module of Retention CRM provides Associations, Chambers of Commerce and Nonprofit organizations with a high-level overview of Payments made. It breaks down Payments by who made them (contact), when they were made (time period), what type of Payment it was (membership fees, event fees, donation, volunteer work, grant etc.), and where the Payer is located.

General Functionality of “Repeat Payments” report

Available Fields/Options:

• Contact Name: This displays the full name of the member who made Payments.
• Payment Date: This shows the specific date each Payment was received.
• Payment Amount: This indicates the dollar value of each individual Payment.
• Total Payment: This displays the combined amount of all Payments made by a single contact within the specified date ranges.
• First Payment Date: This shows the date of the earliest Payment made by a contact within the report parameters.
• Last Payment Date: This indicates the date of the most recent Payment made by a contact within the report parameters.

Using “Repeat Payments” report in Association Management

For a nursing association, the “Repeat Payments” report offers valuable insights into member engagement and donation patterns. Let’s break down the fields/options within this context:

• Contact Name: This identifies the member who made Payments to the association.
• Payment Date: This shows the specific date each member’s donation was received.
• Payment Amount: This indicates the dollar value of each individual donation made by a member.
• Total Payment: This displays the combined amount of all donations made by a single member within the specified date ranges. Analysing this allows the association to identify their most generous benefactors.
• First Payment Date: This shows the date a member first donated to the association within the report parameters. This helps identify long-term supporters.
• Last Payment Date: This indicates the date of a member’s most recent donation. This can flag members who haven’t donated recently, prompting potential outreach efforts.

Advanced Options and Filters:

This report offers additional filters and options to refine your results:

• Order: Here, you can choose to sort contacts by various criteria, such as total Payment amount, first Payment date, or last Payment date.
• Section Header / Group By: This allows you to group contacts by specific categories, for example, by membership type (Registered Nurse, Licensed Practical Nurse, etc.) or by donation level (bronze, silver, gold). This helps analyze trends within different member segments.
• Page Break: This option enables you to insert page breaks based on your chosen sorting or grouping criteria, ensuring clarity in your report.

Utilizing the “Repeat Payments” Report: A Hypothetical Scenario

Let’s imagine a scenario where the nursing association wants to identify potential donors for an upcoming scholarship program. They can use the “Repeat Payments” report with the following filters:

• Date Ranges: Set two date ranges: the previous year and the current year (so far).
• Order: Sort contacts by “Total Payment” (descending).
• Section Header / Group By: Group contacts by “Membership Type.”

This report will reveal members who have consistently donated throughout the past year and within different membership categories. The association can then focus its outreach efforts on these loyal members, potentially securing additional Payments to support the scholarship program.

More Use Cases for Chambers of Commerce, Associations and Nonprofits

Identifying Potential Mentors for New Members (Association)

• Report Filters:
  • Date Ranges: Past 3 years (to identify consistent engagement)
  • Order: Sort by “Total Payment” (descending) – Shows most generous alumni
  • Section Header: Group by “Graduation Year” (connects recent grads with experienced alumni)
• Analysis: This report reveals alumni who have consistently donated over the past few years. Grouping by graduation year allows the association to connect recent graduates with experienced alumni from their own graduating class. These established alumni can be ideal candidates for mentorship programs, fostering a sense of community and giving back within the association.

Analyzing Engagement by Industry (Chamber of Commerce)

• Report Filters:
  • Date Ranges: Current year (to focus on recent Payments)
  • Order: Sort by “Last Payment Date” (descending) – Shows most recently engaged businesses
  • Section Header: Group by “Industry Category” (e.g., tech, retail, healthcare)
• Analysis: This report helps identify businesses that have recently donated to the chamber. Grouping by industry allows the chamber to see which sectors are most engaged with their organization. This information can be used to tailor communication and events to better serve the specific needs of each industry segment, potentially boosting future engagement and Payments.

Identifying Potential Foster Parents (Non-Profit)

• Report Filters:
  • Date Ranges: Open ended (to capture overall Payment history)
  • Order: Sort by “Total Payment” & “Last Payment Date” (combined analysis) – Shows most generous and recently engaged donors
  • Section Header: Group by “Donation Designation” (e.g., general support, foster care program)
• Analysis: This report helps identify individuals who have consistently donated to the shelter, with a specific focus on those who have designated their Payments to the foster care program. Sorting by both total Payment and last Payment date allows the shelter to prioritize outreach to high-value donors who are also currently engaged. These individuals might be strong candidates for the foster parent program, as they have already demonstrated a passion for helping animals.

By leveraging the “Repeat Payments” report and its functionalities, Nonprofits, Associations and Chambers of Commerce can gain valuable insights into contact engagement and cultivate stronger relationships with their supporters.