Add a Year-to-Date Filter in Giving and Query

Adding a year-to-date (YTD) filter to both Query and constituent giving history would improve reporting efficiency and provide better visibility into current-year giving.

Currently, we have to pull separate reports to review year-to-date giving. Having this information readily available in RE NXT would save time and allow Relationship Managers to easily view their donors' giving activity throughout the year.

Access to YTD giving data would also help Relationship Managers monitor donor engagement, identify changes in giving patterns, and make more informed decisions about follow-up and stewardship. This would make current-year giving information easier to access and reduce the need for separate reports.

Add Highest Annual Cumulative Giving (HAC) to Giving and Query

Adding Highest Annual Cumulative Giving (HAC) as a visible data point on constituent records in RE NXT would allow our team to quickly identify the highest total amount each donor has contributed in a single year.

HAC would be a valuable measure for determining where donors fall within our fundraising pipeline and identifying opportunities for further engagement. Having this information readily available would help Relationship Managers better understand donors' giving history, recognize their capacity for future giving, and make more informed decisions about outreach and stewardship.