Giving Analysis Settings

Admins only! To ensure totals in lists and analysis match how your organization views giving from constituents, select Control Panel, Settings, Giving analysis, and set up how to calculate giving totals throughout Raiser's Edge NXT.

Choose which gift types to consider as cash-in-hand giving — such as for accounting totals — for the Revenue type filter in Fundraising, Analyze or Reporting and on records of campaigns, funds, and appeals. For more information, see Revenue and Recognition.

Choose which gift types to consider as commitments — such as for fundraising totals — for the Revenue type filter in Fundraising, Analyze or Reporting and on records of campaigns, funds, and appeals. For more information, see Revenue and Recognition.

Choose which types of gifts and soft credits recognize a constituent's overall value, for:

  • The Lifetime giving estimate and First, Latest, and Greatest milestone gifts on a constituent record or list. For more information, see Constituent Giving.

  • With Insight Designer, the Gift recognition amount fact. For more information, see Giving Facts.

For more information, see Revenue and Recognition.