Exclude Event Registration Fees from Lifetime Giving & Gift Lists in NXT
We need to be able to exclude event registration fees from Gift Lists and from the Lifetime Giving Summary. We don't consider registration fees gifts and it does not provide a realistic report of someone's giving history. Event registration fees reflect their level of engagement with us. Is there any way to exclude these or to add a way to include/exclude at an organization's discretion? In the database view, we code these with a gift subtype of Event so we can exclude them easily in database view. However, our Development Officers work solely in NXT and the lifetime giving they see or the gift lists include these amounts. If you can add a filter option in NXT for Gift Subtype, that would resolve the event registration issue for us but it would be nice if there were a toggle feature available to everyone so we don't have to go to that extent of adding a gift subtype. We just need a good way to easily exclude these amounts when we need to. I'm sure there are others with the same dilemma.
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Gwen Williams
- Apr 5 2019
- Planned
Related ideas
It would be helpful to be have both the option to select receipted amount v gift amount +fund/Fund category exclusions, as well as the event participation fee exclusion option. The gift type idea sounds like a great option.
@heather McLean. I ran your suggestion by our database person and here is the response "I would recommend still having an explicit Event participation fee exclusion option, and would suggest Blackbaud create a gift type for this. I think using receipt amount, funds, or fund categories as the main exclusion codes could create issues in the future, potentially excluding transactions you don’t want to exclude.
@Heather for our institution, Fund Category exclusion would work.
We're currently not offering any membership. When we did have athletic club memberships, yes, we did not want them included as charitable donations. They receive all types of benefits and no charitable component.
I'm sure there are some orgs that have an org membership and consider part a gift.
Would you say the same would be true for Membership dues?
@Heather, I agree with the comments today so far. I prefer an explicit event participation fee exclusion option for all giving summaries (lifetime/first/last/greatest) as well as exclusion from the Gifts list on the constituent.
@Heather I've had similar thought about receipt amount. However, concluded that it didn't seem like a viable option
We would need abililty to filter on receipt amount instead of gift amount for a number of other reports
Entering as a gift also affects pulls which are based on last gift amount, last fund....
Entering as a gift skews other metrics from gift counts, consecutive giving, and fundraiser totals.
We would really like to see it not included. It also needs to work with FE as event fees are not counted the same way as donations.
@Heather McLean - whatever the solution is needs to work across all parts of the system: from automated tags for first gift/new donor etc to lifetime giving summary and reports (areas where we're not able to filter as precisely/at all , at least not unless we pay more for "premium tags" or whatever it's called). I'm not confident that Receipted amount vs Gift Amount + Fund will manage this
For our institution, being able to select receipted amount would be helpful, but an explicit event participation fee exclusion option would be better. We are in a similar situation as Lisa where we process donations separate from registration fees.
Would giving you the option to select Receipted Amount v Gift Amount + Fund/Fund category exclusions serve this need or would you still need an explicit Event participation fee exclusion option?
Yes!! This is a big problem for us! We have this problem with event registration, travel program payments, merchandise purchases, and we also have a bridge fund used for employee travel reimbursement. We desperately need to be able to exclude certain transactions from lifetime giving/giving history!
I would also add, that it would beneficial if Event Fees didn't even get entered onto the constituent record. Is it possible to put registration fees and donations made during registration into separate batches? That way the donation batch could be approved/committed and the Fee batch could remain pending? By having them in the same batch we aren't able to accept donations as part of registration as Fees should not be going on the constituent giving history (fees are non-gifts).