AVPCAE, GFTINC, GFTINCII, GFTINCIV − CAE Gift Income Report

This report was designed to comply with the standards created by CASE and CAE. It lists the amounts of your outright gifts and deferred gifts by constituent type; it also lists the number of donors and the total donation amounts by constituent type.

Note:

The report sorts gifts by the donor's constituent type at the time the gift was made.

The Individual constituent types listed below appear in Parts I, II, and III of the report.

Field or Control	Description
Alumni	(Column A) Former students who have earned some credit toward one of the degrees or diplomas at your institution (Constituent Type = 1, 2, 3).
Parents	(Column B) People, other than those who can be classified as Alumni, who are parents or guardians of current or former members of your institution (Constituent Type = 4).
Other	(Column D) People who cannot be classified as Alumni, Students, or Parents (Constituent Type = 5, 6, 7, 8, 9).

The Organization constituent types listed below appear in Parts I and II of the report.

Field or Control	Description
Foundations	(Column E) Personal and family foundations, as well as other foundations and trusts that are private, tax-exempt entities operated exclusively for charitable purposes (Constituent Type = 12, 13).
Corporations and Businesses	(Column F) Corporations, partnerships, and cooperatives organized for profit-making purposes. This category includes corporations owned by individuals and families, company-sponsored foundations, and industry trade associations (Constituent Type = 10, 11).
Religious Organizations	(Column G) Churches, synagogues, temples, and their service groups (Constituent Type = 16).
Fund-Raising Consortia	(Column H) Entities formed by a group of cooperating institutions or organizations for the purpose of fund-raising activities (Constituent Type = 14).
Other	(Column I) Organizations that cannot be classified as Foundations, Corporations and Businesses, Religious Organizations, or Fund-Raising Consortia (Constituent Type = 15, 19). This category excludes governmental agencies.

Part I: Outright Gifts for Current Operations displays both unrestricted and restricted gifts. This section only includes hard credit gifts. Note the following about outright gifts for current operations:

• Unrestricted gifts (Part I, Line A) are outright gifts donated without any restrictions on their designation. Matching gifts from organizations are considered unrestricted, unless the organization states otherwise.

• Restricted gifts (Part I, Line B) are outright gifts donated for a specific use. The report lists these specific uses in Lines B1 through B9.

Part II: Outright Gifts for Capital Purposes displays outright gifts for purposes such as property, buildings, equipment, endowments, and student loan funds. Endowment gifts included in this section can be either restricted or unrestricted. This section only includes hard credit gifts. Note the following about outright gifts for capital purposes:

Part III: Deferred Gifts displays realized deferred gifts received during the reporting period and tracked through Gift Entry. The processes that create the CAE report do not calculate present values for deferred gifts.

Part IV: Other Program Data lists supplementary information about your fund-raising program. Whereas Parts I, II, and III report donation amounts and destinations, Part IV provides a distinct count of donors. This section only reports on hard credit gifts.

Important:

Constituent records that include a date of death or that do not have an active address are excluded from the counts in this part of the CAE report.

There are five sections in Part IV:

1. Gifts from Individuals.

   Gifts from Individuals lists gifts for all purposes, by constituent type. For Part A of this section (I, A1a-c), alumni types are retrieved from the AV_RCG_DES table. For Part B (I, B1a-c), alumni types are retrieved from the AV_CLASS_YR table. The alumni counts in Part B represent a donor's constituent type during the first contact with your institution.

   Comparing Part A and Part B values enables you to calculate a percentage of support for your institution.

   For Part G, Contributor Relations does not calculate present value of deferred gifts.

2. Gifts from Organizations.

3. Other Fund-Raising and Related Data.

   Outstanding pledges are included here, though they are not counted in gift totals in Parts I and II of this report.

4. Testamentary Commitments.

   Bequest intention information is included here, though it is not counted in gift totals in Parts I, II, or III of this report. The information in this section comes from Planned Giving. The system uses information on the Bequests page to calculate a present value for this section.

5. Other Institutional Data.

   Contributor Relations is not connected to the Endowment Tracking or Budget Expenditures systems. You must manually enter values for this section.