Giving behavior

Under Giving, you can view how a prospect has given to your organization over the past five years. This section includes:

• First, latest, and greatest gifts to your organization

• Gifts given to other organizations

• Cumulative giving totals are the total giving in each calendar year from the prospect’s household, including soft credits but excluding pledges and planned gift commitments

Note: Giving Likelihood, Target Gift Range, Giving Capacity, Planned Giving Likelihood, and projected giving and wealth information are updated quarterly in Prospect Insights Pro. The Top prospects and Needs attention lists update nightly. Actions, opportunities, and gift amounts to your organization update immediately.