Giving Analysis Settings
Admins only! Giving Analysis settings control how your organization measures
Use these settings to align giving totals with your organization’s accounting practices, stewardship goals, and reporting standards. The options determine which gift types to count and how to calculate amounts for stock, property, pledges, and planned gifts.
From Settings, Control panel, select Giving analysis to configure:
-
Received revenue for cash‑in‑hand giving used for accounting totals.
-
Committed revenue for future giving used for fundraising performance.
-
Recognition for gift amounts and soft credits that represent a constituent's overall value.