Giving

Giving overview

Total giving, trends, funds, methods, recurring giving, and how many givers come back.

Open Giving → Overview and choose a From and To date. Select Download donations CSV to export the gifts in the range.

The Giving overview with totals, trend, and giving by fund
CardWhat it shows
Total GivenTotal giving in the range, compared with before.
GiftsNumber of gifts and the average gift.
GiversUnique givers, giving per giver, and gifts each.
First-time GiversPeople whose first gift came in the range, and their share of givers.
Giving trendDollars and unique givers over time. Use Group giving by to switch between days, weeks, and months. Your best period is called out.
Year over yearThis range against the same range last year.
RecurringProjected monthly giving from active schedules, and how much of the range came from recurring gifts. Manage opens Recurring.
Giving by fundTotals, gifts, and average gift per fund.
Giving methodsCard, bank, check, cash, and more, and how much was given digitally. Use Measure methods by to switch between amount and count.
Recent giftsThe latest gifts. View all opens Donations.
Giver retentionOf each month’s givers, how many gave again 1, 2, 3, or more months later.
Givers by ageWhich age groups give most.
Fee coverageHow many gifts covered the processing fee.
First-time Givers is a great list for thank-you notes. The First-time donorsreport gives you their names.