Very helpful, Megan. Funds were the most frequently cited customer frustration, so we started there. We will circle back to Appeal and Campaign exclusions and continue to listen to feedback on that topic.

Possibly, Heather. In order to capture all gifts coming into our org, we have appeals that do not have start and end dates and would not be eligible for lifetime giving tallies. They exist to capture occasional but distinct types of gifts: for example, we sometimes get court-mandated donations that are not counted into totals. These go into our unrestricted general fund, but would be under an appeal for "Court Donation" - which is why we rely on appeal-based filtering for our lifetime giving totals. What would work best for my org in this situation would be including all appeals by default, and being given the option to exclude as necessary - like you have with funds - but I don't know that this would apply to others in the same way.

Megan - These recognition settings are the defaults. Given that appeals should have start and end dates, I wouldn't think that you would be wanting to update these settings every time an Appeal ends. When we launch recognition programs that allow more fine grained controls of total giving and lifetime giving, would that be a better fit for what you are describing?

Can we add a way to filter by appeal as well? There are some specific appeals we exclude from our recognition totals.

We noticed that when we have an event, it would be nice to include the receiptable portion of the event in the lifetime giving.

It is perfect! Thank you.

Mark - take a look at Settings > Donor analysis > Recognition revenue and let me know if that helps.

When will be able to filter out the event and membership fees from the 'lifetime' giving?

Please add a new Idea to the Idea Bank for soft crediting, so we can track it. However, yes, we are planning to add more soft credit and matching gift options to these settings. Knowing more details on your needs would be great if you can add that Idea!

Love it, but I am also interested in what filters will be included in Lifetime Giving! Soft Credits are an issue for us, too.

Just got notice that this is now planned. Curious, what filters are going to be available?

We have the same issue. Event fees are counted in lifetime giving. It does not help our fundraiser's sort people by total giving. For a user friendly page, it would be incredibly helpful to allow us the ability to change how this is calculated, to show only deductible gifts.

We have the same issue as Catherine. Our lifetime giving is for recognition giving, and sometimes the soft credits are from previous marriages and while yes, we leave it because at the time they were married, we do not count that toward their total giving for recognition.

I also agree that having event participation fees removed would be helpful because for our events only a specific portion is for their donation.

And while those options are there, sometimes it would be nice if you could filter it in a persons record without having to pull a query, list, or report, because some of our donors want to know their lifetime giving to a specific fund or their lifetime giving to an event. It would be nice to be able to filter that in their profile as to see it in that moment without having to go and change a bunch of settings for the entire organization.

Same issue as many others about non-gift income being applied to the lifetime giving total. For us, we really need to be able to filter by Fund Category. We have too many funds to filter by fund alone.

In our case, event fees are not an issue. What we struggle with is when/how soft credits and matching gifts are reflected in lifetime giving. At our institution, we use the term "lifetime giving" to mean " recognition giving". We need to be able to reflect hard credits, soft credits, matching gifts AND soft credit matching gifts. Where we run into the biggest problem is when one spouse receives matching gift credit and the other spouse gets a soft credit of that gift--the match only reflects on one person.

We have the same issue with non-gift revenue transactions such as event transactions, charitable gift annuity liability portion to name a few. Being able to filter out what you want by campaign or fund fields would be extremely helpful.

Filter by campaign would be helpful to us. We use a certain campaign for event participation fees.

@Heather McLean, where is this setting?

Since event fees and other payments with an associated benefit (i.e., not "charitable gifts" as defined by the IRS) are not considered a different gift type in RE, a filter for campaign and/or fund would help since that is the workaround we have to use to separate these from other giving

Thank you for reaching out. Addressing this issue would have a huge benefit to Advancement Services, Advancement Staff, and our Campus partners.

We have funds that should not be included in lifetime giving. These funds have been given a specific fund category designation. For us, filtering lifetime giving by fund category would address the issue. However, being able to filter specific funds may be useful to other organizations.

Becky

[Bowling Green State University]
Becky Brockel
Director of Advancement Information Systems
University Advancement
Bowling Green State University
Mileti Alumni Center
Bowling Green, OH 43403
Office: 419-372-2291