The new Recognition Summary Tab provides an overview of the donor’s giving (recognition) history without the need to run a report or filter and/or manipulate the recognition history tab.
Summary totals and counts includes total lifetime recognition. Total pledge balance is the sum of pledge balances where the constituent has recognition credit for the original pledge, and Accepted planned gift total and count shows summaries from all accepted planned gifts.
Recognition programs (active) shows the constituent’s active recognition programs, with the current program level in parentheses; click on the Recognition program name to open the Recognition programs tab.
Largest and Last commitment smart field section shows the date, amount, and designation(s) of the largest and most recent commitments.
The By business unit charts shows recognition grouped by Business unit and either Fiscal Year (as seen below) or by Calendar year; use the By business unit year type filter to change the view.
Finally, the By Designation chart shows the top five funds the donor contributes to, sorted by highest percentage to smallest), along with the actual donation amount. If the donor contributes to more than five, an All others row will show, as well.
Good to Know!
- For additional detail on specific transactions, see Recognition History.
- For additional detail on recognition types see Recognition Credit