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 Names	Automatic Update	Descriptions
Average Gift	Yes	Average Gift made by the Organization - Rollup amount
Consecutive Years of Giving	Yes	Number of consecutive years the organization has donated to the non profit - Rollup amount
Consecutive Years of Transactions	Yes	Number of consecutive years the organization has placed a transaction. (Monetary) - Rollup amount
Date of First Gift	Yes	The date the first gift was made - Rollup amount
Date of Last Gift	Yes	The date the most recent gift was made - Rollup amount
Days Since Last Gift	Yes	The number of days since the last gift - Rollup amount
Largest Gift	Yes	Largest gift the donor has made - Rollup amount
Last Gift Amount	Yes	Amount of the last gift - Rollup amount
Quantity of Fiscal Gifts	Yes	Number of Gifts this year - Rollup amount
Quantity of Fiscal Transactions	Yes	Number of Transactions this year - Rollup amount
Quantity of Lifetime Gifts	Yes	Number of lifetime gifts - Rollup amount
Quantity of Lifetime Transactions	Yes	Number of lifetime transactions - Rollup amount
Total Fiscal Household Fundraising	Yes	Specific to Households Record Type - Rollup amount
Total Fiscal Household Giving	Yes	Specific to Households Record Type - Rollup amount
Total Fiscal Household Transactions	Yes	Specific to Households Record Type - Rollup amount
Total Fiscal Transaction Amount	Yes	Total transaction amount this year - Rollup amount
Total Fiscal Year Giving	Yes	Total giving this year - Rollup amount
Total Giving Last Year	Yes	Total giving last year - Rollup amount
Total Giving Two Years Ago	Yes	Total giving two years ago - Rollup amount
Total Household Fundraising	Yes	Specific to Households Record Type - Rollup amount
Total Household Giving	Yes	Specific to Households Record Type - Rollup amount
Total Household Transactions	Yes	Specific to Households Record Type - Rollup amount
Total Lifetime Fundraising	Yes	Total lifetime fundraising amount - Rollup amount
Total Lifetime Giving	Yes	Total lifetime giving amount - Rollup amount
Total Lifetime Transaction Amount	Yes	Total lifetime transaction amount - Rollup amount

Articles in this section

Comments