Exclude write offs in total giving

We need to be able to exclude write offs in total giving. This is in reference to the total giving on a constituent list in NXT. Then lifetime giving will show a different value from your total giving criteria. This does not make sense to me. When would anyone want to report write off $ as revenue?

  • Mark Haiar
  • Aug 14 2018
  • Reviewed: Voting Open
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  • Christina Mohler commented
    05 Oct 13:11

    Agree with all the comments here. I assumed that Total Giving was calculated based on the Committed Revenue settings where we can choose to deduct write-offs. Why is total here separate from the Committed Revenue settings? Also, can we make the language/labeling consistent? The filter in Constituent Lists says "Total Giving," but the label on the Constituent record is "Lifetime Giving." It's helpful to keep the naming the same.

  • Brenda Goo commented
    02 Oct 19:23

    Please give us the option to exclude write-offs in the giving and giving history panels on a constituent record. It does not reflect an accurate giving when write-offs are being displayed. I totally agree with what Bill Connors have already stated. Other than the gift processing team who are experts in this area, nobody else care but the bottom line and that is to make the donor giving reflect accurate information.

  • Bill Connors commented
    April 13, 2021 18:19

    Agreed! We ran a list with a criteria of amount greater than or equal to $1000. But the list shows donors with "Lifetime giving" of $590, $810, $900, etc. First, this is wrong, they didn't and won't "give" $1000+ and they shouldn't be on the list. The list is wrong. The difference upon research is clearly that Lifetime is deducting write-offs and the list filter is not -- and it doesn't provide the option to. Second, this greatly reduces the credibility of the software for the intended audience of lists: fundraisers. Fundraisers don't understand and care about this level of nuance and no explanation is going to be sufficient to "why did I filter for $1000+ and it shows me donors less than $1000?" It looks bad and raises unnecessary questions. You've rightly added Deduct write offs from Recognition, please give us the same option here. Thanks!

  • Lena Spencer commented
    April 13, 2021 18:15

    Absolutely needs to be separate and not part of total giving. A Pledge should not increase a donors totals of any kind until the payment is made. It skews your results and makes lists and reporting inaccurate.