Giving Summary

The Giving Summary Form of the Entity Profile displays information on gift club membership, annual and non-annual giving tallies, sum of soft credits, matched gifts, pledges, current pledge balance and most recent transaction processed for this entity. To drill down to further levels of detail regarding the entity's giving summary, click Giving on the Page Tree, then select Views.

 

There are two ways to access the Entity Profile:

  1. Perform a Lookup, using either the Entity’s name or Entity ID to display the Entity Profile page.

 

or

 

  1. On the Main Menu, click 'Go To'.

  2. Click the Entity Profile Application (Application ID 1101)

  3. Enter an Entity ID in the 'Open with ID Lookup' field.

  4. After you have specified an application and ID number, click Go.

 

 

Note: If you have previously displayed the a Profile, the ID number of the entity you viewed the profile for will automatically default into the Open with ID Lookup field. When a number defaults into this field, you may always override the number provided by the system. If you do not know the ID of the entity, prospect or proposal for which you want to 'Go To', click the 'Lookup' hyperlink on the 'Open with ID Lookup' label and perform a Quick ID Lookup or place your cursor in the 'Open with ID' and press 'Ctrl + F2.' Performing this action will activate the Lookup utility and you will be allowed to search for the entity, prospect or proposal you wish to view in the selected application.

 

 

To drill down to further levels of detail regarding the entity's giving information:

  1. Click Giving on the Page Tree

  2. Select Views.

 

 

Data Fields:

 

Gift Club Member

If the entity is a member of a gift club, the name of that club appears at the top left of the Form, and the end date for the membership of the gift club appears on the top right of the Form.  If the entity is not enrolled in a gift club, no gift club membership will display.

Historic Summary

This chart tallies all Gift and Pledge transactions for the entity and presents two rows of results: one for annual contributions, and one for everything else (all non-annual).  The two rows are added to calculate the 'Totals' row.  Whether to add a transaction into the 'Annual' row or the 'Other' row is determined by a switch stored in the Allocation table.  If the 'Annual Giving' check box was marked for an allocation when it was added to the Allocation table, then the amounts in that transaction are added to the appropriate columns in the 'Annual' row.  If the 'Annual Giving' check box was not marked when the allocation was setup in the Allocation table, then amounts in transactions using that allocation are counted as 'Other'.

  • The 'Gifts' column contains the sum of the soft credit amounts for all outright gifts on the database for this donor.  This does not include pledge payments.

  • The 'Matching' column contains the sum of the gifts received as matches for gifts made by this donor.

  • The 'Pledges' column contains the sum of the soft credit amounts for all pledges on the database for this entity.

  • The 'Balance' column contains the sum of the open amounts for all pledges on the database for this entity.

Last Transaction

At the bottom of this Form, the soft credit amount, type of transaction, and date of record are displayed for the most recent gift or pledge transaction (that has been processed) for this entity.