While
Raiser's Edge NXT released enhancements
earlier this week, it updated again today with the inclusion of soft credits and commitments in the
Giving totals and filters on constituent records and lists.
Years giving, Years consecutive. Under
Giving on a constituent's record, their frequency of annual giving — tracked as
years giving and
years consecutive — now includes both gifts
and soft credits of:
- Donations, gifts of stock/property, gifts-in-kind, and gifts of Other
- Pledges and matching gifts
- Payments toward pledges, recurring gifts, matching gifts, and other commitments
Soft credits. The
soft credits estimate now includes soft credits of:
- Donations, gifts of stock/property, gifts-in-kind, and gifts of Other
- Pledges and matching gifts
- Payments toward pledges, recurring gifts, matching gifts, and other commitments
Lifetime giving. The
lifetime giving estimate now includes:
- Donations, gifts of stock/property, gifts-in-kind, and gifts of Other
- Payments toward pledges, recurring gifts, matching gifts, and other commitments
- The outstanding balance on the constituent's pledges
- Soft credits included in the soft credits estimate
First, Latest, Greatest. The
first,
latest, and
greatest gifts —
as requested in the Idea Bank! — now consider the same gifts and soft credits as the
years giving and
years consecutive totals. Similarly, the First gift, Latest gift, Greatest gift, and Any gift options for
Giving filters in constituent lists now also include soft credits and commitments in addition to cash-in-hand giving.
With the inclusion of soft credits and commitments in the
Giving totals and filters, you can now track the true value and affinity of constituents based on their overall commitment and giving through foundations, donor-advised funds, and other relationships. For more information, see the
Constituent Giving Help.
