Apply Gift Node Options

Note: Don't see this yet? No need to worry. Expect its wider release in a future update.

For Gift nodes, use the following options to customize how gift records are included and calculated in the results:

• Exclude zero amount gifts — Exclude gifts entered or adjusted to zero.

• Use sale date for sold stock/property — Use the date the stock was sold as the gift date. If the sale date does not fall within the date range you enter on the General tab, the gift is excluded from your report.

• Use sale amount for sold stock/property — Include stock and property gifts based on the worth of the stock and property at the time of the sale instead of at the time your organization acquired the gifts. This also enables Subtract broker fee from sold stock/property.

• Subtract broker fee from sold stock/property — Calculate the gift amount of sold stock and property gifts minus broker fees. This is only enabled when you select Use sale amount for sold stock/property.

• Use gift balance instead of gift amount — To see the balance remaining for gifts, include the pledge or matching gift type and select Use gift balance instead of gift amount.

• Calculate gift balance based on date range, campaign, fund, and appeal — Base the balance of a pledge on the date range you enter on the General tab and criteria you select on the Filters tab.

You can also use Select from to limit a Gift node's output to gifts included in an existing gift query.