Donation and Membership Details

The “Donation and Membership Details” report in Reports module of Retention CRM provides Chambers of Commerce, Nonprofits and Associations with a comprehensive view of both financial Donations and associated memberships in their contact database. It displays general donor information (Name, Email, Phone) alongside Donation details (Financial Type, Date, Amount) and linked membership details (Start Date, Status, Expiration Date, Member Since). This allows you to see not only who donated but also if their Donation was linked to a membership renewal or signup.

General Functionality of “Donation and Membership Details” report

Available Fields Explained:

• Donor Information: Basic contact details like Name, Email, and Phone number for easy reference.
• Donation Details:
  • Financial Type: Category of the Donation (e.g., Dues, Donation).
  • Donation Date: Date the Donation was received.
  • Amount: Donated or paid amount.
• Membership Details:
  • Membership Start Date: Date the membership began.
  • Membership Status: Current status of the membership (e.g., Current, Pending Renewal, Lapsed).
  • Membership Expiration Date: Date the membership expires (if applicable).
  • Member Since: Duration of the membership (calculated from Start Date).
  • Country: Country of the member (based on their address).

Using “Donation and Membership Details” report in Association Management

A nursing association can leverage this report in numerous ways. Here’s a hypothetical scenario:

The association wants to identify nurses who haven’t renewed their memberships despite making recent Donations. Using the report, they can filter for:

• Donation Date: Past 3 months (to capture recent Donations)
• Financial Type: Dues (to focus on membership-related Donations)
• Membership Status: Not Current (to identify lapsed or expiring memberships)

This filtered report would show nurses who recently contributed but lack active memberships. The association can then reach out to these individuals, potentially offering incentives for renewal or clarifying any membership-related issues.

Additional Filters:

The report offers further customization through various filters like:

• Campaign: Track Donations associated with specific fundraising campaigns.
• Payment Type: Identify Donations made by check, credit card, etc.
• Member Since: Analyze membership duration trends.
• Membership Types: Filter by specific membership categories (e.g., Registered Nurse, Student Nurse).
• Address Information: Locate members by region for targeted communication.

By combining these filters with Donation details, the nursing association can gain valuable insights into donor and member behavior, ultimately strengthening relationships and fundraising efforts.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Chamber of Commerce – Sponsorship Analysis

A Chamber of Commerce can utilize the Donation and Membership Details report to analyze the sponsorship landscape. Here’s how:

• Filters:
  • Donation Details > Financial Type: Sponsorship (Filter for Donations categorized as sponsorships)
  • Membership Details > Membership Type: Sponsor Tier (Filter by different sponsor tiers, like Gold, Silver, Bronze)
  • Campaign: Specific Sponsorship Program (If sponsorships are tied to specific programs)
• Analysis:
  This filtered report will show details of sponsorships including company names, contact information, sponsorship amounts, and membership tiers. The Chamber can then analyze which membership tiers contribute the most through sponsorships. This helps them refine their sponsorship packages and target high-value sponsors for future programs.

Non-Profit – Volunteer Engagement with Donations

Understanding volunteer behavior is crucial for non-profits. This report can help analyze if volunteers are also financial contributors. Here’s how:

• Filters:
  • Donor Information: Assign a volunteer tag to member profiles who volunteer.
  • Donation Details: Include any timeframe (to capture all donations)
• Analysis:
  By filtering for volunteers (through the assigned tag) and looking at their Donation details, the report will show if volunteers are also donating financially. This allows the non-profit to acknowledge their well-rounded support and potentially create special recognition programs for volunteering donors.

Association – Event Participation and Membership Status

Associations often host events for members. This report can help identify members who haven’t renewed despite attending events. Here’s how:

• Filters:
  • Membership Details > Membership Status: Not Current (Focus on lapsed or expiring memberships)
  • Additional Filters > (Look for a custom field or tag for event attendance)
• Analysis:
  This filter will show members who haven’t renewed (based on membership status) but have attended recent events (based on the custom field/tag). The association can then reach out to these attendees, potentially offering incentives for membership renewal alongside the value proposition of attending future events.