In Giving Tile, Show Years Giving for Calendar as well as Fiscal Years (and make these filters for lists)

Currently, the # years giving on the gift tab is calculated by Fiscal Year. It would be wonderful if it ALSO showed us # of years giving for Calendar Year. For our donors, they do not think of giving in Fiscal Years, but in Calendar Years, so when communicating with them it would be much more helpful for our development folks to see total giving in Calendar years. 

Additionally, it would be wonderful to have this same calculated field as a filter in constituents lists. Something like "# of Years Giving" with options to choose Calendar or Fiscal year and how many year (5, 10, at least 15, etc.). This would be amazingly helpful in choosing which donors to reach out to for legacy and planned gifts. My development folks cannot believe that we can't pull out data by total number of years with gifts. It would be amazingly helpful and allow us a much more powerful way to utilize our data.

  • Maya Rosman
  • Sep 10 2018
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  • Amanda Carter commented
    05 Jan 23:54

    Does anyone ever run donor recognition lists by fiscal year? I would think it should always run on calendar year because that is also how (individual) donors track their giving for tax purposes. Not to mention our donors don't know when our fiscal year ends or begins cause that matters zero to them.


    If NXT's goal is development first, tracking by calendar year is a MUST HAVE in the NXT giving tile.