Field Label
|
Field Description
|
Explore Sub-Folder
|
| Donor ID | The unique identification number assigned to a donor by the donor's organization/employer. | Donor |
| Create Date | The date the donor’s account was created | Donor |
| Full Name | The donor’s first and last name | Donor |
| Email Address | The donor’s email address | Donor |
| Department | The donor’s department | Donor |
| Employee Type | The donor’s employee type sent on the HR file | Donor |
| Active Flag | A flag that indicates if a donor is active | Donor |
| Pay Cycle | The donor’s pay frequency (weekly, bi-monthly, etc.) | Donor |
| Address | The donor’s address | Donor |
| Address 2 | The donor’s address | Donor |
| City | The donor’s city | Donor |
| State | The donor’s state | Donor |
| Province | The donor’s province | Donor |
| Region Id | The donor’s region | Donor |
| Zip Code | The donor’s zip code | Donor |
| Country | The donor’s country | Donor |
| Donor Count | Unique count of donors (both active and inactive) | Donor |
| Age Decade | The age decade an employee belongs to, based on their birthdate that is passed through the HR file. An example of expected values would be 30's, 40's, 50's, etc.. | Advanced Donor Detail |
| Age Generation |
The age generation an employee belongs to, based on their birthdate passed through the HR file. Expected values would be:
- Gen Alpha (2013-2024)
- Gen Z (1997-2012)
- Millennials (1981-1996)
- Gen X (1965-1980)
- Baby Boomers (1946-1964)
- Silent Generation (1928-1945)
- Greatest Generation (1901-1927)
- Lost Generation (1883-1900).
Source: Wikipedia | Advanced Donor Detail |
| Average Gift Amount per Donor | The average gift amount for each employee. | Advanced Donor Detail |
| Average Hours Volunteered per Donor | The average hours volunteered for each employee. | Advanced Donor Detail |
| Average Match Amount per Donor | The average match amount for each employee. | Advanced Donor Detail |
| Median Gift Amount per Donor | The median gift amount for each employee. | Advanced Donor Detail |
| Median Hours Volunteered per Donor | The median hours volunteered for each employee. | Advanced Donor Detail |
| Median Match Amount per Donor | The median match amount for each employee. | Advanced Donor Detail |
| Total Gift Amount per Donor | The sum of all gifts for each employee. | Advanced Donor Detail |
| Total Gift Count per Donor | The count of gifts (giving only) for each employee. | Advanced Donor Detail |
| Total Hours Volunteered per Donor | The sum of all hours for each employee. | Advanced Donor Detail |
| Total Match Amount per Donor | The sum of all company matches for each employee. | Advanced Donor Detail |
| Total Organization Count per Donor | The count of organizations that have been engaged with (giving or volunteering) for each donor. | Advanced Donor Detail |
| Days Since Last Engagement | The number of complete days since the employee last donated or volunteered. | Advanced Donor Detail |
| Days Since Last Gift | The number of complete days since the employee last donated. | Advanced Donor Detail |
| Days Since Last Volunteer | The number of complete days since the employee last volunteered. | Advanced Donor Detail |
| Donation Types | Identifies the type of donation an employee has made. Expected values would be: Gifts Only, Hours Only, Gifts & Hours or None. | Advanced Donor Detail |
| Donor Retention Type |
The retention type an employee belongs to, based on their engagement (giving or volunteering) over the span of time they have been an active employee. Expected values would be:
- Repeat-Retained - Employees who gave for the last two years in a row (including the current year) and in any prior year
- New-Retained - Employees who gave for the first time last year and have given again this year
- Recaptured - Employees who gave prior to last year, did not give last year but have given again this year
- New - Employees who gave for the first time this year
- Lapsed - Employees who gave last year but have not yet given this year
- Lost - Employees who gave two or more years ago but did not give last year or this year
- Incomplete Engagement - Employees whose only engagement records are tied to Canceled, Rejected, Completed, or Closed dispositions
- No Engagement - Employees who do not have any engagement records.
| Advanced Donor Detail |
| First Engagement Date | The date of the employee's first engagement (giving or volunteering). | Advanced Donor Detail |
| Active Recurring Gift Flag | A flag that indicates if the employee has an active recurring gift (e.g., recurring payroll pledge or credit card). | Advanced Donor Detail |
| US Location? | A flag that indicates if the donor is located inside or outside of the United States. | Advanced Donor Detail |
| Gift Count Tier |
The gift count tier an employee belongs, based on the total number of times they have donated. Expected values would be:
- 1 Gift
- 2 Gifts
- 3-6 Gifts
- 7+ Gifts
- No Gift
| Advanced Donor Detail |
| Average Gift Size Tier |
The gift size tier an employee belongs to, based on their average gift amount. Expected values would be:
- Micro (<$101)
- Small ($101 - $500)
- Mid-Size ($501 - $5,000)
- Major ($5,001 - $50,000)
- Supersize (>$50,000)
- No Gift
| Advanced Donor Detail |
| Total Gift Size Tier |
The gift size tier an employee belongs to, based on the sum of all gift donations. Expected values would be:
- Micro (<$101)
- Small ($101 - $500)
- Mid-Size ($501 - $5,000)
- Major ($5,001 - $50,000)
- Supersize (>$50,000)
- No Gift
| Advanced Donor Detail |
| Last Engagement Date | The date of the employee's last engagement (giving or volunteering). | Advanced Donor Detail |
| Last Gift Date | The date of the employee's last gift record. | Advanced Donor Detail |
| Average Days Since Last Engagement | The average number of complete days since the employee last donated or volunteered. | Advanced Donor Detail |
| Average Days Since Last Gift | The average number of complete days since the employee last donated. | Advanced Donor Detail |
| Average Days Since Last Volunteer | The average number of complete days since the employee last volunteered. | Advanced Donor Detail |
| Median Days Since Last Engagement | The median number of complete days since the employee last donated or volunteered. | Advanced Donor Detail |
| Median Days Since Last Gift | The median number of complete days since the employee last donated. | Advanced Donor Detail |
| Median Days Since Last Volunteer | The median number of complete days since the employee last volunteered. | Advanced Donor Detail |
| Median Gift Amount per Donor | The median gift amount across all of an employee's donations. | Advanced Donor Detail |
| Average Organization Count per Donor | The average number of organizations with which employees have engaged. | Advanced Donor Detail |
| Max Organization Count per Donor | The maximum number of organizations with which employees have engaged. | Advanced Donor Detail |
| Median Organization Count per Donor | The median number of organizations with which employees have engaged. | Advanced Donor Detail |
| Min Organization Count per Donor | The minimum number of organizations with which employees have engaged. | Advanced Donor Detail |
| Total Gift Amount per Donor | The sum of all gifts for each employee. | Advanced Donor Detail |
| Total Hours Volunteer per Donor | The sum of all hours for each employee. | Advanced Donor Detail |
| Total Match Amount per Donor | The sum of all company matches for each employee. | Advanced Donor Detail |