Donor Summary Lookup

The Donor Summary Lookup allows you to search for entities based on summary giving information for an entity.

 

How Do I Perform a Template Lookup?

 

How Do I Perform an Advanced Lookup?

 

 

Data Fields:

 

Dnr Sum ID

The ID number of the entity for the donor summary record you wish to look up.

Lifetime Asc Amt

The total amount of associated credit gifts credited to the entity you wish to look up.

Life Asc Annuall Amt

The total amount of associated credit gifts for the entity you wish to look up, for allocations that have the annual fund credit flag turned on.

Life Asc Cap Amt

The total amount of associated credit gifts for the entity you wish to look up, for allocations that do not have the annual fund credit flag turned on.

Largest Gift ID

The receipt number of the largest gift credited to this entity you wish to look up.

Largest Gift Amt

The legal amount of the largest gift credited to the entity you wish to look up.

Largest Pledge ID

The pledge number of the largest pledge credited to the entity you wish to look up.

Largest Pledge Amt

The legal amount of the largest pledge credited to the entity that you wish to look up.

Lrg Anl Pledge ID

The pledge number of the largest pledge made by the entity for annual giving allocations that you wish to look up.

Lrg Anl Pledge Amt

The amount of the largest pledge credited to the entity and credited to annual giving allocations that you wish to look up.

Lrg Anl Gift ID

The receipt number of the largest gift credited to the entity and to annual giving allocations that you wish to look up.

Lrg Anl Gift Amt

The legal amount of the largest gift credited to the entity for annual giving allocations that you wish to look up.

Lrg Cap Pledge ID

The pledge number of the largest pledge made by the entity for non annual giving allocations that you wish to look up.

Lrg Cap Pledge Amt

The amount of the largest pledge credited to the entity and credited to non annual giving allocations that you wish to look up.

Lrg Cap Gift ID

The receipt number of the largest gift made by the entity for non annual giving allocations that you wish to look up.

Lrg Cap Gift Amt

The amount of the largest gift made by the entity for non-annual giving allocations that you wish to look up.

Lifetime Credit2 Amt

The sum of all of the credit2 amounts for the entity you wish to look up.

Tyd Annual Qty

This field is reserved for future use.

Pref Part Anl

This field is reserved for future use.

Lifetime Gift Amt

The total legal amount credited to the entity you wish to look up.

Lifetime Gift Qty

The total number of gifts credited to the entity that you wish to look up.

Lrg Gift Times

The number of times that the donor you wish to look up was credited with gifts with the largest gift amount.

Lrg Pldg Times

The number of times that the donor that you wish to look up made a pledge for the largest pledge amount.

Lrg Anl Pldg Times

The number of times that the donor you wish to look up made a pledge with the largest pledge amount for annual giving allocations.

Lrg Anl Gift Times

The number of times that the donor you wish to look up made a gift with the largest gift amount to annual giving allocations.

Lrg Cap Pldg Times

The number of times that the donor you wish to look up made a pledge with the largest pledge amount to non annual giving allocations.

Lrg Cap Gift Times

The number of times that the donor you wish to look up made a gift with the largest gift amount to non annual giving allocations.

Anl Cons Years

The number of consecutive years during which the entity you wish to look up made a gift (of any type, including pledge payments, and non-cash gifts).

Cap Cons Years

This field is reserved for future use.