Giving Tab - Overview Settings

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Overview

Setting	Description
Activity	Displays the distinct number of years a donor has given
Pledged/Planned	A total sum of gifts that have been pledged or planned, but not yet received
Soft Credits	Displays credit received for a gift by another person. This is excluded from calculations for personal giving
Lifetime Giving	The total number and amount of hard credit gifts
Last Gift	Displays the amount and date of the most recently received gift
First Gift	Displays the amount and date of the first gift received
Giving Past Year	Displays the total sum of gifts in the past 12 months (with date range)
Greatest Gift	The largest gift received, including the date
Honored By	Total amount and number of gifts given in honor of the record
Opportunities	Displays the sum of received gifts, expected gifts, and initial asks associated with a record's opportunities
Pending Payments	Displays payments currently in pending status (such as a e-check payment)
Recurring Payments	Displays number and amount of recurring payments currently configured