Your Major Donor List is a feature that allows you to flag the individuals who give at the major gift threshold for your organization. While this is typically used by our healthcare clients in evaluating their daily patient screenings, it is available to all of our nonprofit clients.
Once you have decided who these people are, just fill out the template and send it into us using the Batch Upload option under screening. Don't worry, this will not use up any of your credits!
Scroll to the bottom of this article to download the template!
| Field Name | Is it required? | Notes | |
|---|---|---|---|
| 1 | Donor ID | Donor’s unique ID (e.g. Constituent ID/Account Number) | |
| 2 | First Name | Required | |
| 3 | Middle Name | Recommended | |
| 4 | Last Name | Required | |
| 5 | Prefix | Donor’s prefix or courtesy | |
| 6 | Suffix | Recommended | |
| 7 | Address Line 1 | Required | Street Address Line 1 |
| 8 | Address Line 2 | Street Address Line 2 | |
| 9 | City | Required | Primary Address City |
| 10 | State | Required | Primary Address State |
| 11 | Zipcode | Required | Primary Address Zip |
| 12 | Birth Date | ||
| 13 | Grad Date | Donor’s college graduation date | |
| 14 | Age | ||
| 15 | Home Phone | ||
| 16 | Business | Donor’s last known place of business | |
| 17 | Business Phone | ||
| 18 | Spouse First Name | Recommended | |
| 19 | Spouse Middle Name | Recommended | |
| 20 | Spouse Last Name | Recommended | |
| 21 | Total Giving | Recommended | Donor’s total giving amount (whole number without punctuation preferred) |
| 22 | Total Number of Gifts | Recommended | Donor’s total number of gifts given to your organization |
| 23 | First Gift Date | Recommended | Donor’s first single gift date (MM/DD/YYYY) |
| 24 | First Gift Amount | Recommended | Donor’s first single gift amount (whole number without punctuation preferred) |
| 25 | Last Gift Date | Recommended | Donor’s last single gift date (MM/DD/YYYY) |
| 26 | Last Gift Amount | Recommended | Donor’s last single gift amount (whole number without punctuation preferred) |
| 27 | Largest Gift Date | Recommended | Donor’s largest single gift date (MM/DD/YYYY) |
| 28 | Largest Gift Amount | Recommended | Donor’s largest single gift amount (whole number without punctuation preferred) |
| 29 | Attribute 1 | Field for your use in segmenting | |
| 30 | Attribute 2 | Field for your use in segmenting | |
| 31 | Attribute 3 | Field for your use in segmenting | |
| 32 | Attribute 4 | Field for your use in segmenting | |
| 33 | Attribute 5 | Field for your use in segmenting | |
| 34 | Attribute 6 | Field for your use in segmenting | |
| 35 | Attribute 7 | Field for your use in segmenting | |
| 36 | Attribute 8 | Field for your use in segmenting | |
| 37 | Attribute 9 | Field for your use in segmenting | |
| 38 | Attribute 10 | Field for your use in segmenting | |
| 39 | Attribute 11 | Field for your use in segmenting | |
| 40 | Attribute 12 | Field for your use in segmenting | |
| 41 | Attribute 13 | Field for your use in segmenting | |
| 42 | Attribute 14 | Field for your use in segmenting | |
| 43 | Attribute 15 | Field for your use in segmenting | |
| 44 | MD Flag | Required | Enter a capital Y for all donor records |