Total Giving on the giving tile does not include matching gift payments

Although matching gift payments are made by the company, they are often included in total recognition of a donors lifetime giving. The inability to choose what gift types are included in this total giving representation is not transparent and does not paint the complete picture of the donors impact on the institution. The total giving amount should run off of either the recognition gift or received revenue gift setup to make this process flexible and transparent.

  • Shannon Koehn
  • Aug 13 2020
  • Attach files
  • Meredith Friedman commented
    March 23, 2022 19:35

    Agreed. In database view, we can impact this by deciding who the credit for the corporate match goes to - the company or the donor. The same should be applied here.