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Automated Donor Totals

Technical Requirements:
  • Salesforce
Developed by:
  • Groundwire
Type:
  • Core Product

What does it do?

When Opportunities that qualify as gifts are made, you can see the last 3 years of giving history on the Contact record

Information that is shown on Contact

    • Total lifetime giving will be on Contact
    • Last Gift Date will be on Contact
    • Last Gift Amount will be on Contact
    • Highest Gift Amount will be on Contact

automated-donor-totals-icon.jpgHow does it help?

Donor information becomes much more visible to all your Staff, informing how they treat your supporters. Giving history data can be used creatively to craft appeals and prospecting lists.

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