The Primary Relationship Type Comparison viewport displays the donor and dollar performance by primary relationship type for the selected fiscal year compared to the previous fiscal year. The % Change column displays the percent increase or decrease from the previous fiscal year to the selected fiscal year.
Select from the Measurement drop down above the chart to view the data from various donors or dollars measurements.
Click on any of the links within the table to display a list of constituent records that make up the results.
Key Definitions:
- Primary Relationship Type: The Primary Relationship Type associated with an entity. Some entities may have multiple relationship types (e.g. “Parent” and “Alumna”), but your institution chooses one Primary Relationship Type. Donations that could not be matched to an entity record or where the entity record does not have a relationship type are listed as “No Relationship Type”.
- Cash: Includes gift and pledge payment transactions designated to annual giving. This reflects actual dollars received during the period, and donors that paid during the period.
- Commitment: Includes gift and pledge transactions designated to annual giving. This reflects dollars generated/committed during the period, and donors who made any commitment during the period, whether or not they paid during the period.
- Pledge: Includes only pledge transactions designated to annual giving.
- Dollars: The total legal amount of annual giving transactions.
- Donors: The number of unique entities with a donor qualifying transaction (donor indicator is set to true on the transaction) to annual giving.