Patron Activity Tabs: Donor Summaries

Patron Activity Tabs: Donor Summaries (Reference)

Patron Donor Summaries
Patron Donor Summaries

This tab is used as a reference to view the "saved" patron giving levels created during specific moments in time. You can use this information as a quick overview of where the patron was each year rather than reviewing all their individual donations under the donor tab. The information in this tab is optional, as the data and giving levels for any time period can be calculated using the Donor Program Insert-Giving Level report at any time. This data is also used when people need to export out the total amount donated by patrons based on certain criteria and what giving level they are at.

Date

The date the overall level was created or saved.


Combined Pledge

Total value of pledges within this level of giving.


Number Gifts

Number of donations made to reach the giving level.


Includes Matching

To reach the level did the matrix include matching gift totals.


Combined Giving Amount Matching Gift

Total value of matching gifts contributing to the patron reaching this level of giving.


Combined Giving Amount Soft Credit

Total value of soft credits contributing to the patron reaching this level of giving.


Giving Level

The level in the giving matrix the patron reached.


Giving Level Matrix

The name of the matrix the giving capacity is assigned to.


Outlet-Owner

Outlet the giving matrix belongs to.