Giving Reporting is available to organizations with the Forge Fundraising add-on (Donations and/or Auctions). The Fundraising module uses the bt_fundraising__ namespace in Salesforce. Contact your Blackthorn account manager to enable the Fundraising module.
The Giving Report surfaces donation and auction revenue alongside your event registrations, giving you a unified view of the total financial impact of your event — ticket sales plus charitable giving.
🖼️ In the Forge app: The Giving Report for Planner Conference 2026 showing total donations, recurring gift breakdown, and top donors by amount.
Donation Summary
| Metric | Definition | SF source |
|---|---|---|
| Total Donations Collected | Sum of all completed donation transactions during the event period | bt_fundraising__Donation__c — sum of Amount__c where Status__c = Committed |
| Donation Count | Number of individual donation transactions | Count of bt_fundraising__Donation__c records |
| Average Gift Size | Total Donations ÷ Donation Count | Calculated by Forge |
| Largest Single Gift | The highest single donation amount received | Max of bt_fundraising__Donation__c.Amount |
| Recurring Gifts Started | Number of new recurring gift schedules initiated during the event | Count of bt_stripe__Payment_Schedule__c records created in the event period |
| Recurring Annualized Value | Estimated annual value of all recurring gifts started during the event (monthly × 12, annual × 1, etc.) | Calculated from Payment_Schedule__c cadence and amount |
Donation Breakdown
The breakdown panel shows donations segmented by several dimensions:
| Dimension | What it shows |
|---|---|
| By Designation | How much was given to each fund or designated cause (e.g. 'General Fund', 'Scholarship Fund') |
| By Frequency | One-time vs. recurring — and for recurring, the cadence breakdown (monthly, quarterly, annual) |
| By Ticket Type | Donations made alongside specific ticket types — useful for understanding which audience segments give most |
| By Amount Tier | Distribution of donors across gift size brackets ($1–$50, $51–$250, $251–$1k, $1k+) |
| By Date | Daily donation totals shown as a line chart for trend analysis |
Donor List
The Donor List shows each donor's name, gift amount, designation, frequency, and gift date. The list is paginated and searchable. Donors can be anonymous — for anonymous gifts, the name field displays 'Anonymous' and no Salesforce Contact ID is shown.
Donor names and email addresses are stored only in Salesforce on the bt_fundraising__Donation__c and linked Contact/Lead records. Forge fetches them just-in-time for display. Do not export the Donor List and store the file in unsecured locations. For anonymous donations, no personal data is surfaced in Forge — only the gift amount and designation.
Auction Giving
If your event includes an auction (Live, Silent, Timed, or Fixed Price), auction proceeds appear as a separate line in the Giving Report under the Auction Giving section.
| Metric | Definition | SF source |
|---|---|---|
| Total Auction Revenue | Sum of all winning bids paid | bt_fundraising__Auction_Transaction__c — Completed bids |
| Items Sold | Number of auction items with at least one paid winning bid | bt_fundraising__Auction_Item__c — with linked winning Auction_Transaction__c |
| Average Winning Bid | Total Auction Revenue ÷ Items Sold | Calculated by Forge |
| Unsold Items | Auction items with no winning bid or where the reserve price was not met | bt_fundraising__Auction_Item__c — no Completed transaction |
| Raffle Revenue | Total revenue from raffle ticket sales if a Raffle is linked to this event | bt_fundraising__Raffle_Entry__c — Active or Winning entries (Cancelled entries excluded) |
Combined Event + Giving Totals
The bottom of the Giving Report shows a combined totals section that adds ticket revenue plus donation revenue plus auction revenue to give a single total financial impact figure for the event. This number is useful for board reporting, grant applications, and event success summaries.
| Forge | Salesforce Object | Salesforce Field |
|---|---|---|
| Donation record | bt_fundraising__Donation__c | Amount, Designation, Status, linked Contact |
| Recurring gift schedule | bt_stripe__Payment_Schedule__c | Cadence, Amount, Status |
| Auction record | bt_fundraising__Auction__c | Type (Live/Silent/Timed), Status |
| Auction item | bt_fundraising__Auction_Item__c | Name, Starting_Bid, Reserve_Price |
| Winning bid/transaction | bt_fundraising__Auction_Transaction__c | Amount, Bidder, Status |
| Raffle entry | bt_fundraising__Raffle_Entry__c | Number of tickets, linked Raffle, linked Contact |
:::(Note) (Giving data lives in Salesforce)
All donation and auction records are the authoritative source of truth in your Salesforce org under the bt_fundraising__ namespace. Forge reads these records in real time. For advanced fundraising reporting, Salesforce reports and dashboards built on bt_fundraising__ objects give you full flexibility beyond what Forge's built-in Giving Report provides.
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