Donations by Partner

Overview

The Donations by Partner page provides a donor-centric view showing each partner's total contributions, giving patterns, and engagement level. This aggregated report helps you understand partner giving behavior, identify major donors, and track donor retention.

Accessing Donations by Partner

Navigate to Donations in the main menu
Click on Donations by Partner
View the aggregated donation summary by partner

What You'll See

Partner Giving Summary Table

The table displays aggregated data for each partner:

Partner Name: Individual or corporate partner
Total Amount: Cumulative amount donated by this partner
Donation Count: Number of donations from this partner
Average Amount: Average donation size
Last Donation: Date of most recent donation
Frequency: Giving pattern (one_time, weekly, monthly, quarterly, yearly, other)
Status: Partner status (active, inactive, pending, suspended)

Understanding Partner Status

Active

Donated recently (within defined period, e.g., last 12 months)
Engaged with the ministry
Regular giving pattern

Inactive

No recent donations
Previously gave but stopped
May need re-engagement

Pending

Has pledged donations not yet received
Commitment made but payment outstanding
Shows in Pending Donations view

Suspended

Giving temporarily paused
May have requested hold
Special status requiring attention

Key Features

Search and Filter

Find specific partners or patterns:

Search: Partner name
Filter by Status: Active, inactive, pending, suspended
Filter by Total Amount: Min/max range
Filter by Donation Count: Partners with X+ donations
Filter by Frequency: One-time, monthly, quarterly, yearly givers
Filter by Last Donation Date: Partners who gave within date range

Sort Options

Organize the partner list:

Sort by total amount (highest to lowest) - identify major donors
Sort by donation count (most to least) - find frequent givers
Sort by last donation date (most recent first) - see active donors
Sort by average amount
Sort alphabetically by partner name

Common Tasks

Viewing Partner Giving History

Click on a partner row in the table
View their aggregated giving summary
To see detailed donation list:
- Navigate to All Donations
- Filter by partner name
- Review individual donation records

Identifying Major Donors

Sort by Total Amount (highest first)
Review top donors
Note partners who have given significantly
Plan special stewardship activities
Consider personalized communication

Major donors often require special attention and appreciation. Consider phone calls, personal visits, or handwritten notes for top givers.

Finding Lapsed Donors

Sort by Last Donation (oldest first)
Filter by Status: "Inactive"
Review partners who haven't given recently
Plan re-engagement campaign
Reach out to restore relationship

Analyzing Giving Patterns

Review the Frequency field to understand:

One-time: Gave once, not recurring
Monthly: Regular monthly givers (most consistent)
Quarterly: Gives every 3 months
Yearly: Annual giving pattern
Weekly: Very frequent giving (rare)
Other: Irregular or varied pattern

Tracking Donor Retention

Monitor partners over time:

Note new first-time donors
Track if they gave again (retention)
Identify multi-year donors
Calculate retention rate
Improve stewardship strategies

Donor Classification

Use this view to segment partners:

Major Donors

Total giving above threshold (e.g., $10,000+)
Require special stewardship
Personal relationship management

Regular Givers

Consistent donation pattern (monthly/quarterly)
Moderate amounts
Backbone of funding

Occasional Donors

Give 1-2 times per year
Often in response to campaigns
Need cultivation

First-Time Donors

Only one donation
Critical to engage quickly
High potential for retention

Lapsed Donors

Previously gave but stopped
Re-engagement opportunity
Understand why they left

Giving Analysis

Total Contributions

Use total amount to:

Identify top 10 donors
Calculate percentage of revenue from major donors
Set appropriate stewardship levels
Plan donor recognition events

Donation Frequency

Analyze patterns:

High Frequency (Monthly): Most reliable, predictable revenue
Medium Frequency (Quarterly): Engaged donors, consistent
Low Frequency (Yearly): Campaign responders or special occasions
Single Gift: Need cultivation to become regular

Average Gift Size

Understand giving capacity:

High average = capable of larger gifts
Low average but high frequency = committed despite capacity
Declining average = may need attention
Increasing average = deepening engagement

Reports and Insights

Donor Retention Report

Track these metrics:

First-year retention rate (new donors who give again within 12 months)
Multi-year donors (gave in 2+ consecutive years)
Reactivated donors (lapsed who returned)
Lost donors (gave previously but not in 2+ years)

Giving Trends

Monitor changes over time:

Partners whose giving increased
Partners whose giving decreased
Partners who changed frequency
Partners who stopped giving

Segment Analysis

Compare donor segments:

New vs. returning donors
Major vs. regular vs. occasional
Active vs. inactive
One-time vs. recurring

Best Practices

Regular Review

Review partner giving monthly
Track trends and patterns
Celebrate growth and milestones
Address concerning patterns

Personalized Stewardship

Tailor communication to giving level
Segment by frequency and amount
Personal touches for major donors
Consistent appreciation for all

Data-Driven Strategy

Use data to inform cultivation plans
Identify upgrade opportunities
Target re-engagement efforts
Measure stewardship effectiveness

Donor Privacy

Respect confidentiality
Limit access to sensitive giving data
Follow data protection policies
Honor anonymity requests

Exporting Data

Download partner giving summaries:

Apply desired filters
Click Export button
Choose format (Excel, CSV, PDF)
Use for:
- Board reports
- Stewardship planning
- Donor recognition
- Year-end analysis

Common Use Cases

Year-End Giving Statements

Filter by fiscal year
Export partner summaries
Generate annual giving statements
Send to partners for tax purposes

Major Donor Portfolio

Sort by total amount
Select top 20-50 donors
Export list
Assign to relationship managers
Create individualized stewardship plans

Re-Engagement Campaign

Filter inactive partners
Last donation > 12 months ago
Previous giving $100+
Export list
Send targeted communication

Recurring Donor Appreciation

Filter by Frequency: Monthly
Sort by donation count
Identify most consistent donors
Plan special appreciation event
Send thank-you communications

All Donations - View individual donation records by partner
Recurring Donations - See detailed recurring donor list
Pending Donations - Check partner's outstanding pledges
Donations by Purpose - Compare with purpose-based giving
Unacknowledged Donations - Ensure partners are thanked

Key Metrics to Track

Monitor these indicators regularly:

Total Number of Donors: Growth in donor base
Average Gift Size: Overall capacity
Retention Rate: Percentage who give again
Donor Attrition: Partners who stopped
Average Gifts per Donor: Engagement level
Top 10 Donors Contribution: Concentration risk
Monthly Donor Count: Stable revenue base
New Donor Acquisition: Growth rate

Need Help?

If you need assistance:

Contact your development team for donor analysis questions
Ask your finance team about giving data accuracy
Refer to stewardship guides for donor engagement strategies
Consult with leadership about major donor policies

Donations by Partner

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