Why can't NXT lists provide CUME annual giving totals?

We can see "last gift", "first gift" and "lifetime giving" but not annual cumes. It would be handy when planning annual strategy for caseloads and donors give several times a year.

  • J Wilson
  • Aug 29 2023
Lists
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  • Malissa Cadwallader commented
    September 13, 2023 15:59

    For our org, we need to see the last 12 months of gifts and soft credits, not just Last Fiscal Year or Last Calendar Year. We need this to appear on the donor's giving history record AND to be a searchable field. This is because our major donor giving circle works in this way: Every donor who gives $1,000 or more cumulatively over the past 12 months is considered a member of that circle. Currently, we have no way of tracking these individuals in RE.

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