Fundraising software for Macintosh and Windows
 

FUNDimensions exports data to standard text files. These can be used to perform mail merge, create spreadsheets, or move your information to another database.

Standard exports are performed by choosing Export from the Output menu.Specialized exports are performed from the Advanced reports window. You can also create custom exports using the Report Editor.

There are 5 standard exports, one for each of the donor, donation, membership, pledge and pledge payment modules. Summary fields in exports make possible letters and emails containing statistics about the donor’s giving history, such as total gifts year to date, total gifts last year, length of continuous membership, and many other statistics. This can be used to engage the donor in dialog about their participation in your program.

Householding is a feature that can combine mailings to the same address into a single mailing. You can specify special mailing label and letter salutation text to be used when this is done: for example, "Dear Smith Family Household" can appear in your letter when householding is turned on for a mailing, while conventional "Dear Mr. Smith" and "Dear Ms. Smith" can be used for separate lettters when householding is turned off. FUNDimensions informs you when householding is enabled and tells you how many records were combined.

The table below lists the fields and calculations available in each standard export. Footnotes, keyed in brackets, appear below the table.

Donor Module Donation Module Membership Module Pledge Module [2] Pledge Payment Module
Label salut 1 Label salut 1 Label salut 1 Label salut 1 Label salut 1
Label salut 2 Label salut 2 Label salut 2 Label salut 2 Label salut 2
Address Address Address Address Address
Address 2 Address 2 Address 2 Address 2 Address 2
City City City City City
State State State State State
Zip Zip Zip Zip Zip
Country Country Country Country Country
Letter salutation Letter salutation Letter salutation Letter salutation Letter salutation
Salutation Salutation Salutation Salutation Salutation
First name First name First name First name First name
Middle initial Middle initial Middle initial Middle initial Middle initial
Last name Last name Last name Last name Last name
Title Title Title Title Title
Company Company Company Company Company
Donor ID number Donor ID number Donor ID number Donor ID number Donor ID number
Home Phone Donation ID number Membership ID number Pledge ID number Pledge ID number
Work Phone Gift amount Gift amount (dues) Gift amount Pledge Payment ID number
Fax Phone Gift date Gift date Gift date Amount Due
Cell Phone Tax Deductible Amount Tax Deductible Amount Tax Deductible Amount Amount Paid
Email Non-Tax Deductible Amount Non-Tax Deductible Amount Non-Tax Deductible Amount Date Paid
User-defined 1 Gift List 1 Gift List 1 Gift List 1 Pledge Amount
User-defined 2 Gift List 2 Gift List 2 Gift List 2 Scheduled Payment Amount
User-defined 3 Gift List 3 Gift List 3 Gift List 3 Pledge Balance
User-defined 4 Solicitor Solicitor Solicitor Gift List 1
User-defined date Recognition Product Recognition Product Days to 1st payment Gift List 2
Year of Birth Note Membership Class Frequency of Payment Gift List 3
UserList_1 Match To [5] Membership expiration Payment amount Solicitor
UserList_2 Gift Sequence Number [6] Note Overdue Amount Payment Note
UserList_3 Gift Sequence (Ordinal) [7] Dues Sequence Number [6] Due since Gift Sequence Number [6]
Solicitor Gift Sequence Number Dues Sequence Number (Ordinal) [7] Balance Gift Sequence (Ordinal) [7]
Gift Total [4] Gift Sequence Number (Ordinal) Total Membership Dues for Donor Total Paid to Date Gift Sequence Number
Total Gift Count Total Gifts for Donor Member Since [10] Amount of Last Payment Gift Sequence Number (Ordinal)
Donor Since [8] Total Gift Count Total Gifts for Donor Date of Last Payment Total Gifts for Donor
Membership Dues Total [11] Gift Total Year To Date Total Gift Count List of Payment Amounts & Dates Total Gift Count
Member Since [10] Gift Count Year To Date Member for X Years (rounded down) [9] Note Gift Total Year To Date
Gift Total Year To Date Gift Total Last Year Member for X Years (Ordinal- rounded down) [9] Gift Sequence Number6 Gift Count Year To Date
Gift Count Year To Date Gift Count Last Year Member for X Years (rounded up) [9] Gift Sequence (Ordinal) [7] Gift Total Last Year
Gift Total Last Year Donor Since8 Member for X Years (Ordinal- rounded up) [9] Gift Sequence Number Gift Count Last Year
Gift Count Last Year Donor for x Years (rounded down) [9]   Gift Sequence Number (Ordinal) Donor Since [8]
Householded Records [3] Donor for x Years (Ordinal-rounded down) [9]   Total Gifts for Donor Donor for x Years (rounded down) [9]
  Donor for x Years (rounded up) [9]   Total Gift Count Donor for x Years (Ordinal-rounded down) [9]
  Donor for x Years (Ordinal-rounded up) [9]   Gift Total Year To Date Donor for x Years (rounded up) [9]
  Match To   Gift Count Year To Date Donor for x Years (Ordinal-rounded up) [9]
      Gift Total Last Year  
      Gift Count Last Year  
      Donor Since [8]  
      Donor for x Years (rounded down) [9]  
      Donor for x Years (Ordinal-rounded down) [9]  
      Donor for x Years (rounded up) [9]  
      Donor for x Years (Ordinal-rounded up) [9]  
  1. Not applicable.
  2. There is also an option to export pledge data without the fields containing overdue information.
  3. This is a count of records with identical addresses combined into a single mailing.
  4. The Gift Total €eld is the sum of all donations and pledges for the donor. When householding is turned on, this is the total gift amount for all the donors in the household.
  5. The contents of the Match To field.
  6. The chronological order of this gift or dues for the donor, e.g. if this is the donor’s third gift, the Gift Sequence Number is 3.
  7. Same as #6 above, except in ordinal (“word”) form for use in the body of a letter to the donor. Complies with rules for informal writing, i.e. 1-10 are spelled out (first, second, third, etc.), higher numbers have suffixes (11th, 22nd, etc.)
  8. The 4 digit year of the donor’s first (oldest) gift. When householding is turned on, this is the year of the oldest gift for the entire group of records in the household.
  9. Number of years, rounded up, since the donor’s first donation, membership or pledge.
  10. The 4 digit year the donor began membership. When householding is turned on, this is the year of the oldest membership for the entire group of records in the household.
  11. The total dues paid by the donor for all their memberships. If Householding is turned on, this is the total dues for all the donors in the houshold.

 

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