Searching with a Fundraising Search

Fundraising Search 

Left-hand Navigation: Fundraising » Searches

Compass offers a Fundraising Search when you want to search for donors with specific donation histories.

(Step 1) Classification 

In this first step, Compass helps you narrow down your search by selecting your target audience. 

Your choices are: 

• People – Will search for all individuals in Compass and return those that fit your search criteria 
• Chapters – Will search for all Chapters in Compass and return those that fit your search criteria 
• Associations – Will search for all Associations in Compass and return those that fit your search criteria 
• Companies – Will search for all Companies in Compass and return those that fit your search criteria 
• All Donors – Will include all the above audiences in Compass and return those that fit your search criteria 

(Step 2) Filter the Entity 

These variable fields will mirror the fields that exist in each target audience’s non-fundraising search. For example, if your target audience is People, Step 2 in Fundraising Search will contain the same variables within the regular People Search in Compass. 

Step 2 allows you to narrow your search by any values that appear on an individual record.  Such options are: Summary, Profile, Relationship, Distinctions, Communications tabs.

(Step 3) Search Fundraising 

Select the donation, campaign, and custom field variables to search. 

After individual-specific information is entered, Step 3 allows to search for the Giving History of those donors. Some contextualizing data are Annual Giving Levels, Custom Fundraising Fields, Prospect Manager and Solicitor Relationships, and other specific donation information. 

Notes:

Many organizations send several solicitations out during campaigns. Fundraising Search is key to pulling lists for targeted solicitations. Once Compass provides results, you can right-click on any search results header column and add results information to your export. You can export results in Excel and Word. If they're too large, they will go to the Download Center in Compass and then be available for export. 

Compass also allows you the ability to Edit and Save all your searches.  

Edit Search 

If you receive your results set but forgot to include a specific search detail, you may click “Edit Search” in the left-hand corner, and Compass will take you back to the previous screen. For example, if you realize you also would like to include alumni whose primary state is Florida, you can click Edit Search and add that value. 

Save Search 

Store your search criteria by clicking on the “Save” button to the right of the results.  Compass will then prompt you to give the search a name and ask you if you want to allow others to view and edit your results. Your saved search criteria will appear on the left-hand side of the screen.

Saved Search Automation

There is an option to save search criteria and send the results on an automatic basis.  

1. Click "Save"
2. Allow others to View
3. Ensure Automate Distribution is set to "Yes". 
4. Fill in these fields:

• Choose a start and end date for the report to be sent. 
  • Frequency – Daily/Monthly/Weekly 
  • Occurrence – Everyday/Business Days 
  • Choose the Report Format – CSV 
  • Email Results – Yes/No 
    • if yes – Choose an audience or enter the recipients that need to receive the report.  

All results will be saved under the Search History button. 

Favorite Search 

You have the ability to choose the star next to a saved search. This will populate under the Favorite Fundraising Searches when you log in, so you do not have to filter through all saved searches.