Build a transaction report in Bloomerang CRM that lists donations received through donor-advised funds (DAFs), including grants received through DAFpay on your Bloomerang Fundraising (formerly Qgiv by Bloomerang) donation forms.
Bloomerang CRM doesn't have a DAFpay-specific filter. Instead, this report finds every donation that follows the DAF relationship pattern: a donation on a DAF sponsor's constituent record with a soft credit to a donor who has a Donor-Advised Fund Contributor relationship to that sponsor. That means the report includes:
DAF donations you entered manually by following Track Indirect Donations Made Through Donor-Advised Funds and Foundations. Any Bloomerang CRM customer can see these.
DAFpay grants synced from Bloomerang Fundraising. These appear only if your organization uses both Bloomerang Fundraising and Bloomerang CRM, and only after a grant is Accepted in Bloomerang Fundraising. Pending DAFpay gifts don't sync. To learn more, read Track and Reconcile DAFpay Gifts.
Create the Report
To create a report of DAF donations:
Click Reports.
Click New Report.
Select Transaction (start from scratch).
Click Start Report.
Add a filter for soft credits:
In the Include section, click Add filter.
In the Search fields text box, search for and select Soft Credited Amount. More fields specific to Soft Credited Amount appear.
In the From text box, enter 1. Leave Operator and To blank.
Click Apply.
Add a filter for DAF relationships between constituents:
In the Include section, click And to add another filter.
In the Search fields text box, search for and select Constituent. Another Include section appears for the Constituent filter.
In the Include section, click Add Filter.
In the Search fields text box, search for and select Has Relationships.
From the Relationship type drop-down list, select Specific Relationships.
From the Their role drop-down list, select Donor-Advised Fund.
From the The other’s role drop-down list, select Donor-Advised Fund Contributor.
Leave Condition and And the other constituent blank.
Click Apply.
In the filters section, click Columns.
In the Available Columns section, search for and locate Soft Credit Name(s) to the included columns, and then click Add.
(Optional) In the Active Columns section, drag and drop Soft Credit Name(s) so that it appears earlier in the list of table columns.
Click Apply.
Click Save.
On the Report Details screen, enter a name for the report.
(Optional) Add a report description, select a report folder, or select Export households.
On the Report Details screen, click Save. The report appears on your Reports page.
Read the Report
Each row is a donation recorded on a DAF sponsor's constituent record. The Soft Credit Name(s) column shows the donor who recommended the grant. For DAFpay grants synced from Bloomerang Fundraising, the sponsor constituent is named for the DAF sponsor, such as Fidelity Charitable.