Analyzing Donor History
You can track information about a donor's giving patterns and giving history. The system uses information you enter when you create gift and pledge transactions, then summarizes it on a series of pages.
This section lists common elements and discusses how to:
View a donor's giving profile.
View an organization's giving profile.
View a donor's commitment summary.
View commitment summary details.
Filter donor commitment registers.
View donor commitment registers.
Filter donor transaction registers.
View donor transaction registers.
Compare profiles in a workset.
Field or Control |
Description |
|---|---|
Session Type |
Select a session type from the prompt box. Valid session types include Gift, Pledge, Member, Gift Adjustment, Pledge Adjustment, and Member Adjustment. If you do not select a session type, the Commitment Register or Transaction Register page displays gift, pledge, and membership sessions. Adjustment sessions only appear if the View Adjustments check box is selected or if specifically selected in this field. Session types are delivered with the system as translate values. Do not modify these translate values in any way. Any modifications to these values will require a substantial programming effort. |
Self Service Session |
Enables users to filter for commitment or transaction registers created as a result of an Involvement self-service session. |
Credit Type |
Select the credit type for which to view information. Credit type refers to the type of credit the donor received for the commitment, such as Hard Credit, Soft Credit, and Vehicle Credit. Credit types, other than hard, are defined by your institution. |
Match |
If you only want to view transactions that equal a specific amount, enter that amount. |
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Giving Profile |
AV_P_GPROFILE AV_P_GPROFILE_W |
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View a summary of a donor's giving history. |
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Giving Profile Org - Giving Profile (giving profile organization - giving profile) |
AV_P_GPROFILE_E |
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View a summary of an organization's giving history. |
|
Commitment Summary |
AV_CMTMT_SMRY AV_CMTMT_SMRY_E AV_CMTMT_SMRY_W |
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View information about a donor's total commitments and summaries of a donor's giving history by fiscal year. |
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Commitment Summary Details |
AV_CMTMT_SMRY_SP |
Click the Details link on the Commitment Summary page. |
View information about a commitment. |
|
Account Details |
AV_ACCT_DTL_SP |
Click the Designation Name link on the Commitment Summary Details page. |
View information about the designation and account for a specific commitment. |
|
Transaction Register |
AV_TRANS_LIST_SP |
Click the Details link on the Commitment Summary Details page. |
View information about how a transaction is allocated to a designation. |
|
Commitment Register Filter |
AV_CMTMT_TRNS_FLTR |
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Select criteria used to narrow the number of transactions you view on the Commitment Register page. |
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Commitment Register |
AV_CMTMT_TRNS_LIST |
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View the transactions that match the criteria you set on the Commitment Register Filter page. |
|
Transaction Filter |
AV_TRANS_FLTR AV_TRANS_FLTR_E AV_TRANS_FLTR_W |
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Select criteria used to narrow the number of transactions you view on the Transaction Register page. |
|
Transaction Register |
AV_TRANS_LIST AV_TRANS_LIST_E AV_TRANS_LIST_W |
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View the transactions that meet the criteria you selected on the Transaction Filter page. |
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Adjust Gift Detail |
AV_ADJ_GIFT_DTL_SP |
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View detailed information about an adjusted gift. |
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Adjust Pledge Detail |
AV_ADJ_PLDG_DTL_SP |
|
View detailed information about an adjusted pledge. |
|
Profile Compare |
AV_GP_WSET_CMPR |
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Compare the information contained in giving profiles for the constituents in a workset. |
|
Profile Compare Columns |
AV_PROF_CMP_DEF_SP |
Click the Profile Compare Columns button on the Profile Compare page. |
Change the columns of information to view on the Profile Compare page. |
Access the Giving Profile page ().
Important! You must run the Accumulate Constituent Totals process when processing sessions or after updating matching gift information to ensure that the totals on this page are accurate.
This example illustrates the fields and controls on the Giving Profile page. You can find definitions for the fields and controls later on this page.
Lifetime Information
Field or Control |
Description |
|---|---|
Lifetime Commitments |
Displays the total amount of money ever donated or pledged by the donor. Click to view the date, gift type, credit type, and amount for each commitment made, by business unit, on the Lifetime Commitments page. |
Lifetime Open Pledges |
Displays the total amount of money promised but not yet donated by the donor. Click to view the date, gift type, credit type, and amount for each outstanding pledge on the Lifetime Open Pledges page. |
Largest Pledge |
Displays the amount of the largest pledge commitment the donor has made. Click to view detailed information about the pledge on the Largest Pledge page, and to access the Designation Detail and Recognition Detail pages. |
Lifetime Gifts/Payment |
Displays the total amount of money ever donated by the donor. This amount only includes money actually received, and excludes outstanding pledges. Click to view the date, gift type, credit type, and amount for each gift given on the Lifetime Gifts and Pledge Payments page. |
Largest Gift |
Displays the amount of the largest gift given by the donor. Click to view detailed information about the largest gift on the Largest Gift page, and to access the Designation Detail, Matching Gifts, and Recognition Detail pages. |
Lifetime Hard Credits |
Displays the total amount of hard credit given to the donor for recognition purposes. Click to view the date, gift type, credit type, and amount for each transaction for which the donor received hard recognition credit on the Lifetime Hard Credits page. |
Historical Information
Field or Control |
Description |
|---|---|
Total YTD Giving |
Displays the total amount of money donated by the constituent during the current fiscal year. Click to view the date, gift type, credit type, and amount for each gift given during the current fiscal year on the Total Year to Date Giving page. |
Total Prior Year Giving |
Displays the total amount of money donated by the constituent during the previous fiscal year. Click to view the date, gift type, credit type, and amount for each gift given during the prior fiscal year on the Total Prior Year Giving page. |
Last Gift Date |
Displays the date on which the donor's most recent gift was posted in the system. Only hard credit recognition is used to calculate this field. Click to view detailed information about the largest gift on the Last Gift Date page, and to access the Designation Detail and Recognition Detail pages. |
Last Gift Amount |
Displays the amount of the donor's most recent gift. |
First Gift Year |
Displays the year in which the donor first gave to your institution. Only hard credit recognition is used to calculate this field. |
Total Years Giving |
Displays the total number of years in which the donor has given to your institution. |
Consecutive Years Giving |
Displays the total number of consecutive years in which the donor has given to your institution. The value in this field resets to zero if more than one year has passed since the donor's most recent gift. Only hard credit recognition is used to calculate this field. |
Additional Information
Field or Control |
Description |
|---|---|
Split Recognition |
If selected, indicates that recognition has been split between this donor and another donor for the same gift. |
Anonymous |
If selected, indicates that the Anonymous check box is selected on the Gift Entry page for a gift from this donor. |
Gift Tribute |
If selected, indicates that the donor has made at least one commitment to the institution in honor of or in memory of another person. |
Foundation |
If selected, indicates that the donor has a relationship established in the system with a foundation. Foundations must have a constituent type of Corporate Foundation, Foundation, or Personal, Family/Foundation. |
Planned Giving Donor |
If selected, indicates that the donor has made a commitment through a deferred gift tracked in Planned Giving under Prospect Management. |
Matching Gift Information
Field or Control |
Description |
|---|---|
Lifetime Match |
Displays the total amount of money ever received as a matching gift and currently expected as a match from a qualifying organization as a result of the donor's gifts. |
Matched Gifts |
If you are viewing a giving profile for a donor that is a person, displays the amount that has been received as a matching gift from a qualifying organization as a result of the donor's gifts. |
Open Matches |
Displays the total amount of matching gifts expected from an organization as a result of the donor's gifts. |
Last Match |
If you are viewing a giving profile for a donor that is a person, displays the amount of the last matching gift received from a qualifying organization as a result of the donor's gift. |
Other Page Elements
Field or Control |
Description |
|---|---|
View Details By Designation |
Select this check box if you want to view commitments to each designation separately on the dialog boxes you access from this page. If you want each transaction to appear as one record, regardless of the designations it is allocated to, clear this check box. If you select this check box, the business unit for each designation appears on the subsequent inquiry page. |
Giving Club Progress |
Click to view information about a donor's progression through giving clubs and various club levels at your institution. The Giving Club Progress page appears. |
Access the Giving Profile page ().
This example illustrates the fields and controls on the Giving Profile page for organizations. You can find definitions for the fields and controls later on this page.
Important! You must run the Accumulate Constituent Totals process when processing sessions or after updating matching gift information to ensure that the totals on this page are accurate.
Lifetime Information
Field or Control |
Description |
|---|---|
Lifetime Commitments |
Displays the total amount of money ever donated or pledged by the organization. Click to view the date, gift type, credit type, and amount for each commitment made on the Lifetime Commitments page. |
Lifetime Open Pledges |
Displays the total amount of money promised but not yet donated by the organization. Click to view the date, gift type, credit type, and amount for each outstanding pledge on the Lifetime Open Pledges page. |
Largest Pledge |
Displays the amount of the largest pledge commitment the organization has made. Click to view detailed information about the pledge on the Largest Pledge page, and to access the Designation Detail and Recognition Detail pages. |
Lifetime Gifts/Payment |
Displays the total amount of money ever donated by the organization. This amount only includes money actually received, and excludes outstanding pledges. Click to view the date, gift type, credit type, and amount for each gift given on the Lifetime Gifts and Pledge Payments page. |
Largest Gift |
Displays the amount of the largest gift given by the organization. Click to view detailed information about the largest gift on the Largest Gift page, and to access the Designation Detail, Matching Gifts, and Recognition Detail pages. |
Lifetime Hard Credits |
Displays the total amount of hard credit given to the organization for recognition purposes. Click to view the date, gift type, credit type, and amount for each transaction for which the donor received hard recognition credit on the Lifetime Hard Credits page. |
Historical Information
Field or Control |
Description |
|---|---|
Total YTD Giving |
Displays the total amount of money donated by the organization during the current fiscal year. Click to view the date, gift type, credit type, and amount for each gift given during the current fiscal year on the Total Year to Date Giving page. |
Total Prior Year Giving |
Displays the total amount of money donated by the organization during the previous fiscal year. Click to view the date, gift type, credit type, and amount for each gift given during the prior fiscal year on the Total Prior Year Giving page. |
Last Gift Date |
Displays the date on which the organization's most recent gift was posted in the system. Only hard credit recognition is used to calculate this field. Click to view detailed information about the largest gift on the Last Gift Date page, and to access the Designation Detail and Recognition Detail pages. |
Last Gift Amount |
Displays the amount of the organization's most recent gift. |
First Gift Year |
Displays the year in which the organization first gave to your institution. Only hard credit recognition is used to calculate this field. |
Total Years Giving |
Displays the total number of years in which the organization has given to your institution. Only hard credit recognition is used to calculate this field. |
Consecutive Years Giving |
Displays the total number of consecutive years in which the organization has given to your institution. The value in this field resets to zero if more than one year has passed since the organization's most recent gift. Only hard credit recognition is used to calculate this field. |
Additional Information
Field or Control |
Description |
|---|---|
Split Recognition |
If selected, indicates that recognition has been split between this organization and another constituent for the same gift. |
Anonymous |
If selected, indicates that the Anonymous check box is selected on the Gift Entry page for a gift from this organization. |
Gift Tribute |
If selected, indicates that the donor has made a gift in memory of or in honor of another individual. |
Foundation |
If selected, indicates that the organization has a relationship established in the system with a foundation. Foundations must have a constituent type of Corporate Foundation, Foundation, or Personal, Family/Foundation. |
Matching Gift Information
Field or Control |
Description |
|---|---|
Lifetime Match |
Displays the total amount of money ever received as matching gifts and currently expected as a match as a result of gifts from donors connected to the organization. |
Open Matches |
Displays the total amount of matching gifts expected from an organization as a result of gifts from donors connected to the organization. |
YTD Match (year to date match) |
Displays the total amount of matching gifts received from the beginning of the current year to date. |
Prev Yr Match (previous year match) |
Displays the total amount of the matching gifts in the previous year. |
Other Page Elements
Field or Control |
Description |
|---|---|
View Details By Designation |
Select this check box to view commitments to each designation separately on the dialog boxes you access from this page. If you want each transaction to appear as one record, regardless of the designations it is allocated to, clear this check box. |
Giving Club Progress |
Click to view information about a donor's progression through giving clubs and various club levels at your institution on the Giving Club Progress page. |
Access the Commitment Summary page ().
This example illustrates the fields and controls on the Commitment Summary page. You can find definitions for the fields and controls later on this page.
Important! You must run the Accumulate Constituent Totals process when processing sessions or after updating matching gift information to ensure that the totals on this page are accurate.
Field or Control |
Description |
|---|---|
Lifetime Commitments |
Displays the total amount of money ever donated or pledged by the donor. |
Lifetime Giving |
Displays the total amount of money ever donated by the constituent. This amount only includes money actually received, and excludes outstanding pledges. |
Total Years Giving |
Displays the total number of years in which the donor has given to your institution. Only hard credit recognition is used to calculate this field. |
Details |
Click to view more detailed information about the commitments a donor made throughout a particular fiscal year on the Commitment Summary Details page. |
Access the Commitment Summary Details page (Click the Details link on the Commitment Summary page), where giving information is totaled by designation.
Field or Control |
Description |
|---|---|
Designation Name |
Indicates the allocation account to which the donor made a gift or pledge. Click to open the Account Details page. This page displays the details about the Designation Fund, including Account Name, Account Type, and Item Type. |
Total Giving |
Displays the total amount in gifts and pledge payments the donor made to this designation during this fiscal year. |
Pledge Balance |
Displays the total amount in outstanding pledges the donor carries to this designation during this fiscal year. |
Recognition Credits |
Displays the total amount the donor received in Recognition Credit to this designation during this fiscal year. |
Recognition Pledge Balance |
Displays the total amount the donor is due to receive in recognition credit from outstanding pledge balances to this designation during this fiscal year. |
Details |
Click to access the Transaction Register page, where you can view additional information about the commitment. |
Access the Commitment Register Filter page () to select the transactions for a donor without regard to split designations.
Note: Each gift appears as a single line item on the Commitment Register page, regardless of the designations to which it is allocated.
This example illustrates the fields and controls on the Commitment Register Filter page. You can find definitions for the fields and controls later on this page.
After you use the criteria on this page to narrow the number of transactions you want to view, you can then review a summary of each transaction matching your selection criteria on the Commitment Register page.
Field or Control |
Description |
|---|---|
Business Unit |
Enter the business unit for which to view a commitment register. |
View Adjustments |
Select this check box to include adjusted transactions on the Commitment Register page. |
Group Related Transactions |
Select this check box to view transactions and their related adjustments, and pledges and their related pledge payments together on the Commitment Register page. |
Access the Commitment Register page ().
This example illustrates the fields and controls on the Commitment Register page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Anonymous |
If selected, this check box indicates that the donor's part of a particular gift or pledge has been designated as Anonymous. |
Tribute |
If selected, this check box indicates that a particular gift or pledge has related tribute information. |
Details |
Click to open the Gift Detail or Pledge Detail page, depending on the type of transaction you are viewing. |
Access the Transaction Filter page () to select transactions for a donor.
Note: If one commitment is allocated to multiple designations, each designation appears as a separate line item on the Transaction Register page.
This example illustrates the fields and controls on the Transaction Filter page. You can find definitions for the fields and controls later on this page.
You can limit the number of transactions you can view, then view summaries of each transaction matching your selection criteria on the Transaction Register page.
Field or Control |
Description |
|---|---|
Business Unit |
Enter the designation business unit for which to view transactions. Designation business units are assigned when you allocate transactions to designations at your institution. |
Designation |
Enter a designation code from the prompt box containing a list of designations for the selected business unit. When you select a designation, its description appears to the right of this field. If a donor made a commitment to a designation that is now inactive, the designation still appears as a value in the prompt box. |
Campaign |
Select a campaign from the prompt box containing all the valid campaign initiatives at your institution. A campaign is an organized institutional effort targeted to a specific constituency that occurs over a specified period of time with specific purposes and goals. |
View Adjustments |
Select this check box to include adjusted transactions on the Transaction Register page. |
Group Related Transactions |
Select this check box to view transactions and their related adjustments, and pledges and their related pledge payments together on the Transaction Register page. |
Access the Transaction Register page ().
This example illustrates the fields and controls on the Transaction Register page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Anonymous |
If selected, this check box indicates that the donor's part of a particular gift or pledge has been designated as Anonymous. |
Des BU (designation business unit) |
Displays the name of the designation business unit to which the commitment was allocated. |
Tribute |
If selected, this check box indicates that a particular gift or pledge has related tribute information. |
Details |
Click to open the Gift Detail or Pledge Detail page, depending on the type of transaction you are viewing. |
Access the Profile Compare page ().
This example illustrates the fields and controls on the Profile Compare page. You can find definitions for the fields and controls later on this page.
Note: This page can only be accessed through the Workset menu. Column order for grids may vary by implementation. Not all columns may appear.
Field or Control |
Description |
|---|---|
Profile Compare Columns |
Click to change the columns you view on this page in this instance. The Select Profile Compare Columns page appears. Select the check box next to each field to display it as a column on the Profile Compare page, then click the OK button. The Profile Compare page reappears with the column settings you selected. Note: These fields are defined on the Giving Profile page. |
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Click to combine the Giving Detail 1 and Giving Detail 2 tabs into a single viewable grid. |
