Giving Summary

The Giving Summary Form presents a different group of aggregate giving statistics for the entity than the Giving Summary on the Entity Profile Form. On the Giving Summary Form there are two columns displayed. The left column records Lifetime Giving, which refers to giving for all records loaded onto the Advance database for this donor.

 

It is important to note that if the Advance database only has a donor’s information from the last five years, but the donor has given for the past 19 years, the totals displayed might be different than the lifetime totals based on the historical summary. The right column displays statistics for only those contributions counted toward Annual Giving.

 

To display Giving Summary for an entity:

 

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

  2. Click 'Giving' on the Entity Profile Page Tree and the Giving Summary Form displays.

 

You can also display the Giving Summary Form from the Go To:

 

  1. On the Main Menu, click 'Go To' to display the Go To Application.

  2. Click the Giving Summary Application (Application ID 1110).

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

  4. Click 'Go' and the Giving Summary Form displays.

 

Note: If you have already displayed an Entity Profile, the ID will default in the Open with ID Lookup field. If you do not know the ID of the entity for which you want to 'Go To,' click the 'Lookup' hyperlink on the 'Open with ID Lookup' label and perform a Quick ID Lookup.

 

 

Data Fields:

 

Lifetime Giving

 

Total Actual

This is the sum of the hard credit amounts for all gifts (of any type, including pledge payments, and non-cash gifts) received from this entity.

Total Credit

This is the sum of the soft credit amounts for all gifts (of any type, including pledge payments, and non-cash gifts) received from this entity.

Largest Gift

This is the hard credit (legal amount) for the largest single gift (of any type, including pledge payments, and non-cash gifts) received from this entity.

Overall Balance

This is the sum of the remaining balance for all open pledges on the database for this entity.

 

 

Annual Giving

 

Number of Years

This is the number of years during which this entity made a gift (of any type, including pledge payments, and non-cash gifts), with a non-zero associated (soft) amount, to an allocation that is marked for 'Annual Giving' in the Allocation table.

Annual Credit

This is the sum of soft credit amounts for all gifts (of any type, including pledge payments, and non-cash gifts), with a non-zero associated credit amount, to an allocation that is marked for 'Annual Giving' in the Allocation table.

Largest Annual Gift

This is the hard credit amount for the largest single gift (of any type, including pledge payments, and non-cash gifts) to an allocation that is marked for 'Annual Giving' in the Allocation table.

Total Credit2

This is the sum of all of the credit2 amounts for this entity.  The credit2 optional feature may be activated by setting the proper switches in the tms_record_type table.  If this feature has not been implemented at your site, credit2 will not appear on your screen.