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 Name | 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 nonprofit - 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 the 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 | The 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 |
*NOTE: Household Rollup fields are updated when the Contact Rollup is performed while all other Account Rollup fields are updated when the Account is updated.
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