Giving History Tab (Profiles)

Updated on 24 Jun 2024
Contributors

Print
Dark
Light
PDF

Article summary

Did you find this summary helpful?

Thank you for your feedback

Giving History Tab (Profiles)

The Giving History tab provides summary Gift and Pledge information for Profiles that have a Donor record attached (who have made a Gift or pledge).

You can view a summary of the Donor’s giving (and pledges) by year, details of each Gift from the Donor, and details of each pledge from the Donor.

Note: The information on this tab only includes posted Gifts, pledges and soft credits.

Giving History Tab

Giving History Tab: Summary Fields

Click the Summary radio button on the Giving History tab to access these fields.

Summary Fields

Field	Description
Year	The year that the summary information applies to.
Gifts	The total number of Gifts from the Donor during the selected year.
Largest (Gift)	The largest Gift from the Donor during the selected year.
Total Gifts	The total Gift amount from the Donor for the selected year.
Pledges	The total number of pledges from the Donor during the selected year.
Largest (Pledge)	The largest pledge from the Donor during the selected year.
Total Pledges	The total pledge amount from the Donor for the selected year.
Soft Credits	The number of soft credits the profile was credited with.
Total Soft Credits	The total amount of soft credits this profile was credited with.
Summary Information	This section displays the lifetime summary information for all of the Donor’s Gifts and pledges. The summary information includes the total Gift amount for all Gifts, the amount and date of the Donor’s first Gifts, the amount of the Donor’s last Gift, and the amount of the Donor’s largest Gift. It also includes the total outstanding pledge amount, and the amount and date of the Donor’s first and last pledge with Fund ID.

Giving History Tab: Gifts Fields

Click the Gifts radio button on the Giving History tab to access these fields.

Tip: The fields on this tab are not all visible at one time. Use the horizontal scroll bar on the bottom of the tab to see all of the available fields.

Note: If you select a Gift from the list and then click the View Gift button, the Donor and Gift Management module will open in a new window and you can view and edit the selected Gift. This allows you to work in the Donor and Gift Management module without closing the Profile Management module. Refer to the Donor and Gift Management module for more information.

Gifts Fields

Field	Description
Gift No.	The number that identifies the Gift.
Date	The date when the organization took ownership of the Gift.
Purpose	User-defined code that tracks the intention of the Gift (for example, challenge, special project, or addition to the Fund).
Source	User-defined code that describes what prompted the Donor to make the Gift (for example, annual appeal or personal referral).
Type	User-defined code that describes the type of Gift (for example, cash, work or art, or public security).
Solicitor	User-defined code that identifies the primary solicitor who cultivated the contribution.
Amount	The total Gift amount. Note: Any non-Gift amounts will have a dark gray background with NG next to the amount.
Fund	The recipient Fund for the Gift. Note: If a Gift was distributed to more than one Fund, this field will only display the first Fund.
Pledge	The Pledge number associated with a payment.
Inst.	The number of the installment line on the pledge associated with a payment.

Giving History Tab: Pledges Fields

Click the Pledges radio button on the Giving History tab to access these fields.

NOTE: If you select a pledge from the list and then click the View Pledge button, the Pledge Management module will open in a new window and you can view and edit the selected pledge. This allows you to work in the Pledge Management module without closing the Profile Management module. Refer to the Pledge Management module for more information.

NOTE: Pledge information is only available if you have the optional Pledge Management module.

Pledges Fields

Field	Description
Pledge	The sequential number used to identify the pledge.
Date	The date when the organization received the pledge.
Purpose	User-defined code that tracks the intention of the pledge (for example, challenge, special project, or addition to the Fund).
Source	User-defined code that describes what prompted the Donor to make the pledge (for example, annual appeal or personal referral).
Type	User-defined code that describes the type of Gift that will result from the pledge (for example, cash, work or art, or public security).
Solicitor	User-defined code that identifies the primary solicitor who cultivated the pledge.
Amount	The total pledge amount.
Fund	The recipient Fund for the pledge. NOTE: If the pledge was distributed to more than one Fund, this field will only display the first Fund.

Giving History Tab: Soft Credit Fields

Click the Soft Credits radio button on the Giving History tab to access a grid of soft credits related to a given profile.

Field	Description
Gift No	The sequential number used to identify the gift associated with the soft credit row.
Gift Date	The date the gift was created.
Donor ID	The ID of the Donor who donated the gift.
Donor Name	The name of the gift’s Donor.
Amount	The soft credit amount credited to the profile
Soft Credit Type	The type of soft credit (if any) associated with that soft credit.
Partner	“Exclude” or “Include” indicator for the partner of the soft credit recipient.
Xref	Cross reference related to the gift of the soft credit.

Was this article helpful?

What's Next

Promises Tab (Profiles)