Create canned reports to pull the information for the annual DASL report from CASE/NAIS

The 2022 DASL survey has finally changed and it would be helpful if BB could create canned reports for the Fundraising section. The survey asks for the following information for the last FY:

  • TOTAL $ DONATED

  • TOTAL DONOR COUNT


  • DOLLARS RECEIVED (HARD CREDIT in one column, and SOFT CREDIT in the next column) for the following constituent codes:

    • Parents/Guardians of Current Students

    • Alumni

    • Grandparents of Current Students

    • Parents and Grandparents of Alumni

    • Employees

    • Other Individuals

    • Corporations

    • Foundations

    • Donor-Advised Funds

    • Other Organizations

    • Non-atttributable/Other


  • NUMBER OF DONORS (HARD CREDIT in first column, and SOFT CREDIT in the next column) for the same list of constituent codes above

  • REALIZED BEQUESTS

    • Number of donors making bequests

    • Value of bequests

  • TRUSTEE DONATIONS

    • $ Donated

    • Donor Count

  • FUNDS RECEIVED BY PURPOSE

    • Current Operations: Unrestricted

    • Current Operations: Restricted

    • Endowment

    • Other Capital Purposes

    • Irrevocalbe Deferred Gifts at Face Value

    • Purpose Unsure/Not reported/other

  • LARGEST DONORS BY TYPE

    • Living Individuals

    • Realized Bequests

    • Corporations

    • Foundations

    • Donor-Advised Funds

  • Leilani Fortuno
  • Oct 12 2022
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