The Giving tab on a prospect's Wealth and Ratings screen, houses information about the prospect's giving to yours and other non-profit organizations.
To access this tab, run a prospect search for the record for which you want to view asset information. The prospect's Wealth and Ratings page appears. Select the Giving tab.
Note: For organizations, households, and groups, asset information is accessed from the Wealth Summary tab on the prospect/household/group's Wealth and Ratings page.
The top of the tab provides a giving summary of all data included on the tab. For example, you can view how many gifts were given to your organization.
Also in the summary section on this page:
| • | Click any link in the Giving summary grid and the application takes you to that section of the page. For example, if you want to view the gifts given to other organizations, click Philanthropic gifts in the summary section, and you are taken directly to the Philanthropic gifts section on the tab. |
| • | View the Philanthropic giving category breakdown grid to see a percentage and number breakdown of this prospect's giving tendencies based on giving categories associated with the donations. You can filter the data considered for this breakdown based ratings assigned each gift. For example, you can select to include "Confirmed only" gifts or gifts with a rating of "1 and above." The percentage information displays to the left of the category title and the number of gifts displays to the right of the category title. |