Contribution History allows constituents to view a history of their giving to the institution. The links on the Contribution History portlet provide a read-only view of lifetime giving, annual giving, giving club, and fund summary information. The Contribution History screen has four tabs (Lifetime Giving, Annual Summary, Giving Clubs, and Fund History), which correspond to the links on the default screen. Once the Contribution History screen opens, you can access any of the four tabs to view your information.
Click this link or the Lifetime Giving tab on the Contribution History screen to view a summary of your Lifetime Giving. The information displayed in Your Lifetime Contribution Summary includes the following:
Total Contributions
Cash Gifts
Promises Made and Paid
Planned Gifts Made and Paid
Soft Credit and Non-Cash Amounts
Last Gift Amount and Date
Largest Gift Amount and Date
Current Year to Date Total
Total Outstanding Promises
The Additional Contribution Information section displays the number of continuous years of giving and the total years of contributing. It also includes your average gift amount. This information may not display if any of the following occur:
Either number is not available from the institution database
The number of continuous years of giving is more than the total years of contributing
The total years of contributing is 0
The Reminders section displays promise reminders and scheduled reunion years, if available from the institution database.
The Personal News/Notes section may or may not display data imported from the institution database.
Click this link or the Annual Summary tab on the Contribution History screen to view an Annual Summary of your giving totals by year and type. The information displayed includes the following:
Soft Credit
Non-Cash
Promises Made
Promises Paid
Matches Made
Deferred Gifts
Giving Club Membership History
Click this link or the Giving Clubs tab on the Contribution History screen to view a summary of your giving club memberships and related contributions. The information displayed includes the following:
Year
(Giving Club) Description
Date Achieved
Gift Total
Click this link or the Fund History tab on the Contribution History screen to view a lifetime summary of funds to which you have contributed. The information displayed includes the following:
Year
Fund
Gifts
Soft Credit
Non-Cash
Promises Made
Promises Paid
Matches Made
Deferred Gifts