Add a filter for Acquisition, Recapture and Retention to include/exclude Deceased donors and gifts.

Because estate gifts from deceased donors are included in these reports, it skews the totals and doesn't present a true picture of new and retained donors for future solicitation.

  • Reuben Schmitz
  • Aug 18 2022
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  • Reuben Schmitz commented
    August 18, 2022 15:25

    I am surprised that no one else has asked for this yet - it seems pretty basic.