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Organization Donor Rollup Fields

    Organization Donor Rollup Fields 

    The Organization's Donor Profile allows you to see the Organization's 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 NamesAutomatic UpdateDescriptions
    Average GiftYesAverage Gift made by the Organization - Rollup amount
    Consecutive Years of GivingYesNumber of consecutive years the organization has donated to the non profit - Rollup amount
    Consecutive Years of TransactionsYesNumber of consecutive years the organization has placed a transaction. (Monetary) - Rollup amount
    Date of First GiftYesThe date the first gift was made - Rollup amount
    Date of Last GiftYesThe date the most recent gift was made - Rollup amount
    Days Since Last GiftYesThe number of days since the last gift - Rollup amount
    Largest GiftYesLargest gift the donor has made - Rollup amount
    Last Gift AmountYesAmount of the last gift - Rollup amount
    Quantity of Fiscal GiftsYesNumber of Gifts this year - Rollup amount
    Quantity of Fiscal TransactionsYesNumber of Transactions this year - Rollup amount
    Quantity of Lifetime GiftsYesNumber of lifetime gifts - Rollup amount
    Quantity of Lifetime TransactionsYesNumber of lifetime transactions - Rollup amount
    Total Fiscal Household FundraisingYesSpecific to Households Record Type - Rollup amount
    Total Fiscal Household GivingYesSpecific to Households Record Type - Rollup amount
    Total Fiscal Household TransactionsYesSpecific to Households Record Type - Rollup amount
    Total Fiscal Transaction AmountYesTotal transaction amount this year - Rollup amount
    Total Fiscal Year GivingYesTotal giving this year - Rollup amount
    Total Giving Last YearYesTotal giving last year - Rollup amount
    Total Giving Two Years AgoYesTotal giving two years ago - Rollup amount
    Total Household FundraisingYesSpecific to Households Record Type - Rollup amount
    Total Household GivingYesSpecific to Households Record Type - Rollup amount
    Total Household TransactionsYesSpecific to Households Record Type - Rollup amount
    Total Lifetime FundraisingYesTotal lifetime fundraising amount - Rollup amount
    Total Lifetime GivingYesTotal lifetime giving amount - Rollup amount
    Total Lifetime Transaction AmountYesTotal lifetime transaction amount - Rollup amount

    Organization Donor Rollup Fields
    Organizations, Households & Individuals
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