Gift Summary by Designation
The Gift Summary by Designation report summarizes the gifts that you have included in the report according to their designated charitable purpose at your organization.
This report is designed to let you analyze the funding of each designated charitable purpose that you have set up in GiftWrap. For example, this report lets you list all the gifts that share a specific designation or review the designations of all charitable remainder trusts that will benefit a single organization.
This report is available in four variations. The variations differ according to which of the following values is included in the report for each gift: deductions and distributions, market values, FASB amounts, and reserves amounts.
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Deductions/ Distributions: Choose this option to include in the report the charitable deduction and distribution amount stored for each gift. These fields are available for all gift types.
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Market Values: Choose this option to include in the report the market value stored for each gift. This field is available for all gift types.
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FASB Amounts: Choose this option to include in the report the FASB Liability stored for each gift. This field is available for CGAs, CLATs, CLUs, CRATs, CRUs, and PIFs.
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Reserve Amounts: Choose this option to include in the report the annuity reserve amount stored for each gift. This field is available for CGAs only.
To use the Gift Summary by Designation report effectively, you must create a menu of custom designations using Setup > Designation in the Menu bar, and enter one or more designations for each gift.
1. Click Summaries> Gift Summary by Designation in the Menu Bar.
2. Enter selection and sorting criteria to produce the report you desire. There is help available on each field. See Notes for more information.
3. Select the desired Report Format from the list in the Report area.
4. Click OK to view the report.
5. Do the following, as needed:
6. Click 
on the report page to close the report.
7. Click to close the Gift Summary By Designation page.