Donor Portfolio Export Field Guide

This article explains each field included in the Donor Portfolio Export (Portfolio Detail Report) and how the values are calculated.

Donor and Organization Details

Organization

The organization associated with the donor.

CRM ID

The donor's unique identifier from your CRM.

First Name

The donor's first name.

Last Name

The donor's last name.

Personalization

The personalization value available for donor communications.

Added to Portfolio

The date the donor was added to the portfolio.

Cell Phone

The donor's cell phone number on file.

Email

The donor's email address on file.

Portfolio Assignment

Fundraiser Name

The fundraiser assigned to the donor's portfolio.

Portfolio Name

The name of the portfolio the donor belongs to.

Address Information

Address Line 1

The first line of the donor's mailing address.

Address Line 2

The second line of the donor's mailing address, when available.

City

The donor's city.

Postal Code

The donor's postal code.

State

The donor's state or territory.

Organization Information

Cohort

The Innovation Partner Cohort associated with the donor's organization. Cohorts are used to group organizations based on when they joined the Innovation Partner program.

Portfolio Status

Current Status

The donor's current portfolio status.

Possible values include:

• Active – The donor is currently active in the portfolio.
• Graduated – The donor has graduated from the portfolio.
• Inactive – The donor is no longer active in the portfolio.

Giving History

Last Gift Date

The date of the donor's most recent gift.

Last Gift Amount

The amount of the donor's most recent gift, displayed in dollars.

Last Gift Designation

The designation, fund, or purpose associated with the donor's most recent gift.

Lifetime Giving

The donor's cumulative lifetime giving, displayed in dollars.

Total Since Launch

The donor's total giving since launch, displayed in dollars.

This total includes gifts made on or after the later of:

• The donor's portfolio creation date
• The organization's launch date

Pledges are excluded from this calculation.

Donations Since Launch

The number of gifts made since launch, taken from Gift files.

Pledges are excluded from this count.

FY 2027

The donor's total giving during fiscal year 2027.

FY 2026

The donor's total giving during fiscal year 2026.

FY 2025

The donor's total giving during fiscal year 2025.

FY 2024

The donor's total giving during fiscal year 2024.

FY 2023

The donor's total giving during fiscal year 2023.

All fiscal year totals are displayed in dollars.

Communication Activity

Last Communication Date

The most recent date an email or SMS message was sent to the donor.

If no communication has been recorded, this field may show:

• No Contact – The donor has not yet received a communication through the platform.
• No Recent Contact – The donor has not received a communication since the Conversation Model conversion on May 29, 2025.

Inbound Replies

The number of inbound replies received from the donor via email or SMS.

Outbounds

The total number of outbound email and SMS deliveries sent to the donor.

Emails Sent

The number of email deliveries sent to the donor.

SMS Sent

The number of SMS deliveries sent to the donor.

Email Opens

The number of distinct email deliveries that recorded at least one email open event.

Note: Email open tracking relies on recipient email clients loading tracking pixels. Because some email providers block or preload images, open rates should be considered directional rather than exact. Actual engagement may be higher or lower than reported.

Email Clicks

The number of distinct email deliveries that recorded at least one link click event.

Click tracking is generally considered a more reliable indicator of recipient engagement than email open tracking.

Communication Preferences

Email Opt Out

Indicates whether the donor is opted out of email communications.

Possible values:

• TRUE – The donor is opted out of email.
• FALSE – The donor is eligible to receive email communications.

SMS Opt Out

Indicates whether the donor is opted out of SMS communications.

Possible values:

• TRUE – The donor is opted out of SMS.
• FALSE – The donor is eligible to receive SMS communications.

All Opt Out

Indicates whether the donor is opted out of both email and SMS communications.

Possible values:

• TRUE – The donor is opted out of all supported communication channels.
• FALSE – The donor remains eligible to receive communications through at least one channel.