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.