Gift Volatility

Hi all,

I am looking for a way to track Annual Fund gift volatility. It would be great to automatically generate a report on how a set of individual's gifts this year compared to last year. Any ideas would be helpful!

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Comments

  • @Christian Hovey Have you tried using Smart Fields for “Annual Fund This Year”, “Annual Fund Last Year”, “Annual Fund 2 years Ago”, etc? Then, use a query to generate the output of each of those Annual Fund Amounts for the specified selection of Constituents you are looking for?