Giving Summary in NXT - Charitable vs. Non-Charitable

Enable users to determine which funds are included in the Giving Summary calculation.  Charitable vs. Non-Charitable/Revenue vs. Non-Revenue.  Listing all RE gifts records does not provide an accurate picture of a constituent's charitable engagement. The giving summary, as it is now, includes all gifts even non-charitable event fees, ticket fees, museum fees, etc.  Recommend adding the option to filter by Fund Type or Fund Custom Field which can be used to define as fund as  Charitable or Non-Charitable.

  • Brenda Olcott
  • Feb 9 2018
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