A major donor report is a report of all of your donors who have donated above a certain amount (you get to determine what amount makes someone a major donor for your organization). For this example, let's say that we've decided that anyone who has donated $500 or more is considered a major donor for our organization.
Here's how we can create a report of these donors on Flipcause:
Step 1. Prepare your report & filters
Go to Reports > Contacts (also accessible from Contacts > Contact Reporting)
The key to pulling a major donor report lies in filtering by All Time Contribution Amount*
Since we're looking for donors who have donated at least $500, we will set the filter:
- Filter: All Time Contribution Amount
- Parameter: Is more than
- Values: 499
If you are looking for all of your major donors in a specific time frame, you can add a filter using one of the date fields.
Click Generate Report
Step 2. Drill down your data
Click Custom Report (a popup overlay will appear to allow you to pick the fields you want in your report).
Find the following fields: (tip: copy & paste these and search for them)
- First Name & Last Name fields
- Email (and/or any other desired contact fields)
- All Time Donations - This is the number of times the donor has donated to your organization
- All Time Donation Amount - This is the total dollar amount the donor has donated to your organization
- Optional: any [YEAR] Donation Amount - The dollar amount the donor has donated in a specific year. (There is a different field for each year of donations logged in your database)
Pro tip: Create an Export Profile with these fields so you do not have to search for them each time you pull this report.
Pro tip #2: Consider mass tagging these donors as Major Donors in your CRM
Step 3. Export your report
Select "Send me the report via email (CSV format)", enter your email, and click Get Report. You will be emailed a link to download your generated CSV file.
Now you have a list of all donors who contributed at certain minimum level. You have their names, contact information, and donation habits for targeting and outreach to motivate them to give again!
*Important Note: In Flipcause, "Contribution Amount" indicates any contributions, which includes all financial activity including donations, registration, online store, sponsorship, etc. With major donor reports, it's up to you which way to treat your contributors: filter by Donation activity specifically (donors), or filter by any financial contribution activity. If you're looking for specifically donations, make sure to use the [YEAR] Donations and [YEAR] Donations Amount fields. If you're looking for overall contributions, you'll want to use the [YEAR] Contributions and [YEAR] Contribution Amount fields instead.