Getting Alumni Giving Percentages for Board of Trustee Reports

Creation date: 7/16/2025 10:01 AM    Updated: 7/16/2025 10:01 AM
Alumni Donor Percentage Per Contact/Family
  1. In the left column select Contact > All Contacts.
  2. Click 'Add a Filter', and in the drop down select 'Tag'.
  3. Select the 'Is any of' radio button, type 'Alumni' in the blank field and then click it when it shows up.
  4. Click 'Apply'.
  5. Note the number of contacts found. This is the number of Alumni Contacts/Families in Virtuous.
  6. Navigate to the Query Tool.
  7. Click on the "HU Alumni - Recent Contact Donors" query.
  8. Make sure the date in the 'Last Gift Date' field is correct, and then click 'View Results'.
  9. Note the number of contacts found. This is the number of Alumni Contact/Families in Virtuous who donated since the date specified.
  10. Take the number from step 9, and divide it by the number in step 5 to find the percentage of Alumni Contacts/Families that donated.
Alumni Donor Percentage Per Individual
  1. Navigate to the Query Tool.
  2. Click on the "HU Alumni - All" individual query and run it.
  3. Note the number of individuals found. This is the number of Alumni Individuals in Virtuous.
  4. Navigate to the Query Tool.
  5. Click on the "HU Alumni - Recent Individual Donors" query.
  6. Make sure the date in the 'Last Gift Date' field is correct, and then click 'View Results'.
  7. Note the number of individuals found. This is the number of Alumni Individuals in Virtuous who donated since the date specified.
  8. Take the number from step 7, and divide it by the number in step 3 to find the percentage of Alumni Individuals that donated.