Annual Giving Reports

AG01 | LAG Fundraising Report

This report helps track key metrics for the Leadership Annual Giving Program.

AG02 | Quarterly Billing Report

This report was constructed to provide Annual Giving Programs (AGP) and clients with quarterly performance information.

AG03 | Donor Participation Report

This report gives several donor metrics focused on donor retention and retention velocity using VSE counting rules. 

AG03A | Donor Engagement Growth and KPIs

This report gives several metrics for donor engagement as determined by the Leadership Team.

AG04 | Gifts Summary Report

This report contains Annual Giving Year-To-Date Weekly Reports. 

AG04A | First Time Donors Summary Report

This report gives several donor metrics focused on first-time donors to UT.

AG05 | Annual Giving Participation Reports

This report displays Student and Alumni participation trend matrix.

AG06 | YTD Demographic Statistics Report

This report displayers Annual Giving demographic statistics.

AG07 | VIP Updates

This report lists deceased donors for the specified deceased update date range and gifts from individuals with selected Activity Codes.

AG08 | Other Reports

This report outlines Solicitation details, Development Board Members’ current contact information, and Online Giving Information.

AG09 | CSU HornRaiser Projects Report

This report lists all HornRaiser projects for a CSU.

AG10 | Faculty & Staff Monthly Giving Report

This report lists all monthly gifts given by a UT staff/faculty member.

AG11 | Lapsed Donor Report & Last Gift Report

This report tracks lapsed donors and last gifts at the UT, CSU, and Designation Level

AG40 | 40 for Forty Reports

Reports for 40 for Forty data for FY2023.