Giving Summary

The Giving Summary Accordion provides a quick overview of the contact's giving history. The Last Ten Years Summary grid automatically populates when monetary donations, membership dues payments, and in-kind gifts are posted to the contact record. Fields such as the Last Donation Amount and Date, Largest Donation Amount and Date, and Last Dues Amount are displayed.  There are also cumulative total fields for donations and in-kind gift values, which can be used when running queries.