Information for and about Donors

Pledge Audit Tool - The pledge audit tool presents (by default) all overdue, currently due, and future pledges for the UMCPF foundation. Parameters on this report allow you to expand the tool to include the other foundations, other pledge statuses, or to filter the report accordingly. Login with your UR account.

Pledge Reminders Tool - The pledge reminders tool presents an interface for reviewing and generating current and 60-days past due pledge reminders for the UMCPF foundation. Login with your UR account.

Individual Pledge Summary - If you know the pledge number, you can produce a one-page overview of the pledge with all the information we know about it. This is used daily by Principal Gifts. We can also use it to see pledge summaries for Trustees. Login with your UR account.

Donor Strategy Report - Principal Gifts uses this report to run strategy meetings for Presidential donors. It includes summary information about the donor, as well as the current strategy (which is now stored in Advance). Login with your UR account.

Online Endowment Reporting for Donors (Website) - This is the administrative site for the Endowment Reporting system used to share market values, spendable income, and recipients with our stewardees. You can use this site to see what our stewardees see for their various endowments. Login with your University (Timesheets) account. DO NOT prefix with AD.

Board Meeting Documents (Website) - This is the private site used by UMCPF Board Members and Alumni Association Board of Governers. It contains the online documents that they can access before and during board meetings. Permission Restricted. Please contact the Vice President's Office to request access.

Financial Information

UR Dashboard - Executive dashboard that you can also see on your phone. Note that the text may seem large in a web browser. Login with your UR account.

Gift Processing System - (Chrome or Firefox recommended) This is the system for submitting gifts to the Gift Acceptance office. Gift Acceptance also uses this system to review, process and load gifts into Advance in a paperless environment. If you do not have access, please contact Business Applications. Login with your University (Timesheets) account. DO NOT prefix with AD..

Blackbaud Financial Reporting for Account Administrators - This is the online tool that account administrators across campus can use to see day-old reporting of all projects managed by UMCPF. It presents endowment values, spendable income, and current transaction summaries with drill-through on everything. This information resides in Blackbaud. Permission Restricted. Please contact the University Foundation Office to request access.

Blackbaud Transaction Details (Audit) Dump - When auditors ask for detailed transaction dumps, this is the tool to use. It has all GL transactions for a given date range, with zero-sum balance data, as it contains both sides of every GL transaction. If you try to run more than one month, there may be too much data, but you can merge it in a single spreadsheet using copy-past. This information resides in Blackbaud. Permission Restricted. Please contact the University Foundation Office to request access.

Comprehensive Endowment Report - This is the online tool that account administrators across campus can use to see their endowments and deans can use to see C/S/B totals. This information comes from Advance, based on the values that upload quarterly. Permission Restricted. Please contact the University Foundation Office to request access.

Main Campaign Report-by Type and Source - The main report that is produced monthly showing YTD activity and campaign-to-date activity. This is the report that Gift Acceptance sends out. Login with your UR account.

Unit Progress Campaign Reports - This is the other monthly report that most Deans use to track their progress against goal. It presents YTD and Campaign to date totals by C/S/U. It also shows their FY goal and their campaign goal, and progress towards that goal. Login with your UR account.

Gift Table - This is the report we use to count million dollar gifts. It combines gifts and pledges from the same primary donor which are made on the same day (think Smith or Iribe) into a single "big" gift. It builds a gift table by gift size, and includes goals, prospect, and pipeline information as well. Note that the numbers on this report do not always agree with the campaign report because it counts future gifts (that may not be a part of the campaign). Login with your UR account.

Fundraising Summary by Month - Another way of presenting both campaign reports and cash reports. In this case, we break out the fundraising by fiscal year and month in a table. Login with your UR account.

Strategic Objectives - Campaign fund raising organized into strategic buckets, such as Facilities, Academics, Students. Also breaks out endowment fundraising. Login with your UR account.                    

Gift Summary - Provides a detailed transaction listing of all donations made within a chosen date range and for a chosen amount range. Defaults by yesterday's date, minimum donation of $1,000.00 Login with your UR account.

DO Metrics, Portfolio Analysis, and Alumni Association

Major DO Metrics and Portfolio Report - This is the report that we send out monthly to the Deans and to the development staff about Major Gift DO's. It monitors key metrics such as visits, gifts from proposals, and "over the transom" gifts from donors within a DO's portfolio. It is also an easy way to look at a DO's portfolio and how that portfolio is distributed across donor stages. Login with your UR account.

Annual Giving DO Metrics Report - This is the report that we send out monthly to the Deans and to her development staff about Annual Giving DO's (primarily in the Leadership Annual Giving office). It monitors key metrics such as visits, gifts from proposals, and "over the transom" gifts from donors within a DO's portfolio. It is also an easy way to look at a DO's portfolio and how that portfolio is distributed across donor stages. Login with your UR account.

Proposal Pipeline Report - This report replaces the reporting that was previously provided in PMM. It is used to run monthly pipeline meetings. But it can be used to see all proposals for a development office or individual DO. Login with your UR account.

Alumni Association Membership Summary - This is the report that the Alumni Association uses to monitor their membership status. It provides a summary level and details drill-through of lifetime, one-year, three-year memberships. Login with your UR account.