Constituent Giving

To help determine the impact a donor has on your organization, you can view and manage information about their giving from their record or a list. For a summary of the constituent's giving, view the details under Giving on their record — or under Giving summary on their full list of gifts — to determine how much and how often they give to your organization.

Tip: Admins! To best meet your organization's needs, choose which gift types to include as recognition giving. For more information, see Revenue and Recognition.

Tip: Under Giving history on a constituent's record, you can view a list of their gifts. For a full list of their gifts, select their Lifetime giving total under Giving or Work with gifts under Giving history. From the full list, you can manage the gift information as necessary, such as to filter and analyze by campaign or amount. For more information, see Giving History.