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Fund Raising tab - Summary sub-tab

You can view a summary of a customer's fundraising history by clicking the Summary sub-tab on the Fund Raising 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.

The Fund Raising history Summary sub-tab

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.

Recent Giving History Data Grid

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.

Giving Trends Data Grid

See Also

Customer Portfolio Fund Raising Tab

About Fund Raising History Filters

About Soft Credit History

Fund Raising tab - Donor History sub-tab

Fund Raising tab - Donor Recognition sub-tab

Fund Raising tab - Requests sub-tab

To view Fund Raising information in the Customer Portfolio


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