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Individual Donor Rollup Fields

    Individual Donor Rollup Fields 

    The Individual's Donor Profile allows you to see the Individuals' giving and transaction history. While some fields are automatically updated by Causeview based on the constituent's transactions, others are manually specified by a Causeview user. 

    Field Name

    Automatic Update

    Description

    Total Lifetime Giving

    Yes

    Sum of all transactions with a record type of "Gift"

    Total Lifetime Fundraising

    Yes

    Total Lifetime Transaction Amount plus soft credits applied to the Individual

    Total Lifetime Transaction Amount

    Yes

    Sum of all transactions of all record types

    Quantity of Lifetime Gifts

    Yes

    Total number of transactions with a record type of "Gift"

    Quantity of Lifetime Transactions

    Yes

    Total number of all transactions of all record types

    Total Fiscal Year Giving

    Yes

    Sum of all transactions with a record type of "Gift" within the current fiscal year

    Total Fiscal Transaction Amount

    Yes

    Sum of all transactions of all record types within current fiscal year

    Total Giving Last Year

    Yes

    Sum of all transactions with a record type of "Gift" during the previous calendar year

    Total Fiscal Transaction Amount

    Yes

    Sum of all transactions of all record types within current fiscal year

    Total Giving Two Years Ago

    Yes

    Total Giving Two Years Ago Sum of all transactions with a record type of "Gift" during the previous 2 calendar years

    Quantity of Fiscal Gifts

    Yes

    Total number of transactions with a record type of "Gift" within the current fiscal year

    Quantity of Fiscal Transactions

    Yes

    Total number of all transcations of all record types within the current fiscal year

    Last Gift Amount

    Yes

    Amount of Last Transaction with a record type of "Gift"

    Largest Gift

    Yes

    Amount of Largest Transaction to date with a record type of "Gift"

    Average Gift

    Yes

    Total Lifetime Giving divided by Quantity of Lifetime Gifts

    Donor Status

    No

    Can be used to specify the Donor's Status for moves management

    Donor Level

    No

    Can be used to specify the Donor's Level

    Donor Recognition Level

    Yes

    Specifies the Donor's Recognition Level

    First Time Donor

    Yes

    Will display a value of "True" if the constituent is a first time donor

    Date of First Gift

    Yes

    Transaction Date of first transaction with record type of "Gift"

    Date of Last Gift

    Yes

    Transaction Date of last transaction with record type of "Gift"

    Days Since Last Gift

    Yes

    Number of days since last transactions with a record type of "Gift"

    Consecutive Years of Giving

    Yes

    Number of consecutive calendar years of transactions of record type "Gift"

    Consecutive Years of Transactions

    Yes

    Number of consecutive calendar years of transactions of all record types

    Giving % of Income

    Yes

    Total Fiscal Year Giving as a percentage of constituent's annual income

    Receipt Preference

    No

    Can be used to specify the constituent's receipt preference

    Internal Solicitor

    No

    Can be used to specify the internal employee who owns the solicitation relationship

    External Solicitor

    No

    Can be used to specify an external solicitation relationship

    Individual Donor Rollup Fields
    Organizations, Households & Individuals
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