PhilanthroCheck Pro | FJ Philanthropy

PhilanthroCheck PRO

Comprehensive pipeline health diagnostics for all fundraising income streams.

🔒 Privacy: Your data is processed entirely in your browser. It is not uploaded, stored, or shared with FJ Philanthropy (or anyone else) unless you choose to email a summary.

How to use this tool

  • Select the income stream that best matches your export.
  • Upload a CSV (one row per gift / legacy record / application / prospect).
  • Map your column headers to the fields below (we'll make sensible guesses).
  • Run the diagnostic to see an overall health score, headline indicators, and recommendations.
Amounts are assumed to be in GBP (£). Currency symbols and commas are stripped automatically.
📋 What CSV headers do I need? ▼ Click to see required fields for each income stream

All Individual Giving

Required: Donor ID, Gift Date, Gift Amount

Mid-value Giving

Required: Donor ID, Gift Date, Gift Amount

High Value / Major Gifts

Required: Donor ID, Gift Date, Gift Amount

Pipeline Basics PRO

Required: Prospect ID, Record Type (Prospect/Donor), Stage, Last Activity Date

Recommended: Ask Amount, Expected Value

Major Gift Pipeline PRO

Required: Prospect ID, Record Type, Stage, Ask Amount, Expected Value, Last Activity Date

Recommended: Probability, Next Action Date

Legacies / Gifts in Wills

Required: Status (Enquiry / Pledged / Realised)

Recommended: Enquiry Date, Pledge Date, Realised Date, Expected Value, Realised Value

Trusts & Foundations

Required: Trust Name, Application Date, Status

Recommended: Decision Date, Ask Amount, Granted Amount

💡 Pro Tips:
  • Headers don't need to match exactly — the tool will guess the mapping
  • Date formats: DD/MM/YYYY or YYYY-MM-DD both work
  • Currency symbols (£, $) and commas are stripped automatically
  • Use Record Type to distinguish Prospects vs Donors in pipeline profiles
💾 How do I export from my CRM? ▼ Step-by-step guides for popular systems

Raiser's Edge NXT

  • Go to Lists → Create a new query for the records you need
  • Click Export → Select CSV format
  • Include: Constituent ID, Gift Date, Gift Amount, Gift Type, Appeal
  • For pipeline: add Stage, Ask Amount, Expected Value, Last Contact Date

Salesforce NPSP

  • Navigate to Reports → Create new report
  • Select: Opportunities (pipeline) or Donations (gifts)
  • Add fields: Account ID, Close Date, Amount, Stage Name, Probability
  • Click Run → Export Details → Download CSV

Donorfy

  • Go to Transactions or Opportunities
  • Apply filters for date range and transaction type
  • Click Export → Select all relevant columns → Download CSV

ThankQ

  • Navigate to Donations → Search
  • Set filters for date range and gift type
  • Click Export → Choose CSV → Include: Constituent Code, Gift Date, Amount

Beacon

  • Go to People → Export
  • Select Donations or Pipeline tab
  • Choose date range and filters → Export as CSV with all transaction fields
📥 Need an export template?

Request our RE NXT VLOOKUP template to map your export fields efficiently:

📧 Request VLOOKUP Template

Helps you structure your Raiser's Edge export with the correct column mappings.

Choose the stream that best matches how your data is structured.
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Overall pipeline health

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Recommendations & Next Actions

Important note This is a quantitative read of the data you've provided, without wider organisational context. If you'd like a bespoke interpretation (benchmarks, risks, and a prioritised plan), we're happy to help.
If you'd like, we can sense-check this with you
Optional: share a summary and we'll reply with a short, tailored interpretation — what to protect, what to fix first, and quick wins. No obligation.
🔒 Privacy: your CSV never leaves your browser. Only the generated summary is included if you email it.
Include your email if you'd like a reply.