Giving

From Analysis, Giving, you can view the cumulative giving totals for your organization over the past few years by assigned prospects.

The values displayed in the charts represent currently assigned prospects. So, if someone is assigned in the current year, their giving data is included for all prior years, even if they were not assigned during those years.

The cumulative giving data is grouped by calendar year.

To view the giving values by fundraiser, select the fundraiser from the Fundraiser filter. Any values you select are applied to both charts.

Giving by assigned prospects

In addition to showing the total and mean cumulative giving values each year over the past few years by assigned prospects, this chart also displays the percentage of assigned prospects who gave over specific benchmark values. For example, if 24% appears under the >$1k column for a specific year, it means 24% of assigned prospects gave over $1,000 to your organization for the indicated year.

Assigned prospects by giving amount

This chart displays the percentage of assigned prospects that give in specific dollar ranges for the selected calendar year. Use this chart to identify how many assigned prospects are actively giving and at what levels.