Payment Aggregate by Relationship

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.