Fundraising tab - Summary sub-tab

You can view a summary of a customer's fundraising history by clicking the Summary sub-tab on the Fundraising history tab. The Summary sub-tab presents the donor's Recent Giving History and Giving Trends.

Note: The Year column in the Giving Trends section lists transactions by fiscal year if you have defined a fiscal year in iMIS.

From Customers, select Manage customers > Fundraising > Summary

Recent Giving History

You can control the information shown in the Recent Giving History section by entering a number in the Show last field and selecting a type of donation (Donations, Gifts, Pledges) from the drop-down list.

  • YTD Total Giving - Displays the amount the customer has donated in the current year
  • Show last __ Donations | Gifts | Pledges - Specifies the number and type of the donations shown.
  • Donations - Includes both gifts and pledges
  • Gifts - Donations which are collected at the time they are promised
  • Pledges - Donations which are promised but are collected at a later date

Recent Giving History data grid

  • Date - Displays the donation date.
  • Amount - Displays the donation amount.
  • Type - Displays the donation type (Gift or Pledge).
  • Source - Displays the module in which the donation originated (usually Fundraising, Events, or Billing)

Giving Trends

You can filter the number of years shown in Giving Trends by entering a number in the Show [number] year(s) giving data. Click Refresh to make your filters take effect.

  • Lifetime Total ... since - Displays the total of donations on record for the customer and the date of the first donation.
  • Largest ... on - Displays the largest single donation that the customer has made and its donation date.
  • Show __ year(s) - Specifies how many years of summarized donations are displayed in the summary.

Giving Trends data grid

  • Year - Displays the year summarized
  • Amount - Displays the total donations for that year
  • Average - Displays the average amount of each donation
  • %+/- - Displays the percentage increase or decrease from the previous year's donations.