Customize what is included in Lifetime Giving

sometimes, there are fees (event participation fess) included in lifetime giving.  this is really not 'giving' per se

  • Guest
  • Jan 24 2018
  • Reviewed: Voting Open
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  • Guest commented
    March 10, 2022 16:57

    I agree about making recognition gifts hidden in lifetime totals. My totals are comically skewed due to soft credits.

  • Jill Gerig commented
    April 26, 2021 18:26

    We process many "non-contribution" gifts and we don't count them in lifetime giving totals. So we have to get this total from database view.

  • Paula Eyerman commented
    December 14, 2020 22:18

    We were told in training that the event gifts are not included in this Lifetime Giving.

  • Amelia Ketzle commented
    March 18, 2020 15:22

    We would be happy to see this modified, too, as we would rather not have membership dues included in this total (or at least have them broken out and labeled as such).

  • Alex Bishop-Thorpe commented
    December 02, 2019 22:38

    This one is rather critical for us as well - we own and operate a car park, and this revenue is transacted through Raiser's Edge as a gift. Very easy to filter in Database View, but not in RE NXT. It often creates a false impression of the constituent.

  • Jen Claudy commented
    January 30, 2018 21:08

    At my last org, we tracked employee giving to United Way and our local Fine Arts Fund (operates similarly to UW) as Gift Records.  In RE:7, this was fine, because we could include or exclude based on Cpgn or Fund (ID or Type).  But in NXT, these gifts are automatically included in giving summaries and that can't be changed.

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