How to read your monthly donation report
This guide takes you through the new format of your donation report, also known as your monthly donation spreadsheets. It explains the new column headings and information included.
To copy and paste, or sort the data in your report, you will need to download the attachment as a Microsoft Excel file onto your computer.
Note that when you click on the attached Excel file, this dialogue box may pop-up.
This means Excel is searching our database to update the report. Please click Don’t Update and the box will immediately disappear.
Posting Date
The date the donation was deposited into Tides Canada’s bank account, usually the date the donation was received
Amount
Amount of the donation
Soft Credit Amount
A soft credit is used to recognize a party that has brought in a donation from another party. Soft credit is given when a person did not actually give the donation but in some way is involved in the donation. This is the amount credited to the person whose name is listed under the Name Column.
Doc. No.
Internal control number used by Tides’ Finance Dept
Gift Type
The type of donation. This will be entered as one of the following:
- CASH – Cash/Cheque
- DD – Direct Deposit
- WIRE – Wire Transfer
- CC – Credit card donations phoned in or mailed with a form
- VISA – online donation using VISA
- MC – online donation using Master card
- AMX – online donation using American Express
- OTHER – Other credit card
- PRIVY SECURITIES – Privately-held securities
- PUB SECURITIES – Publicly-traded securities
- GIK – Gift In Kind
Doc Type
Indicates whether the donation has been paid or pledged, and will be entered as one of the following:
- Gift – one-time donation
- Payment – a payment applied to a pledge, typically monthly donations
Gift Source
The source of the donation. This will be entered as one of the following:
- CASH – Cash/Cheque
- CC – Credit card donations phoned in or mailed with a form
- PAP – Pre-authorized Payment
- WIRE – Wire Transfer
- GIFTTOOL – Online credit card payment through Gifttool
- CAHELPS – Online credit card payment through CanadaHelps
Reference
Targeted program, if any, to which your donor designated the donation. If no designation was specified, field will be left blank
Hon/Mem Name
The name of the person whom the donation is made in honour or in memory, if applicable.
Hon/Mem Note
A personal note made to the Hon/Mem Name, that was included with the donation.
Do Not Contact
If a donor has indicated they do not want to receive further communications (i.e. phone, email, mail), then "Do Not Contact" will be included in this field. Also, when this occurs the donor’s contact information will be blocked from populating on the report. In the case that a donor wishes to remain anonymous, the "Name" field will be replaced by "Anonymous."
Repeat Status
This field indicates if this is a "First time" or a "Repeat" donor to the fund. This provides an easy reference to track and highlight new donors to the fund.
