The Donor Overview section of the Donor360 screen (highlighted below) displays quantitative and qualitative data that should be helpful to most Personify users at-a-glance when they first pull up a donor record. Organizations that wish to remove a screen element from this screen can do so via the Application Designer.
The Donor Overview section displays the following information:
· Donor Class: select a classification of the donor by selecting a code from the drop-down. Values are populated based on the non-fixed FND "DONOR_CLASS" system type.
· Last Gift: displays the amount of the donor's most recent donation. The date of this gift displays to the right of the amount.
· Largest Gift: displays the amount of the donor's largest donation. The date of this gift displays to the right of the amount.
· Gift This/Last Year: displays the total amount of donations by this donor for this calendar year and last year.
· Lifetime Giving: displays the total amount of all donations across all years by this donor.
· Pledge Balance: displays the total amount of past due pledge amounts for this donor.
· Primary Role: displays the donor's primary constituent role code.
· Other Role(s): if defined, displayed all other non-primary constituent role codes defined for this constituent.
· Acknowledge As: enter the name that should appear in thank you letters in the "List donor as" field to this donor.
· Anonymous: check this checkbox if the donor's name should be suppressed on all thank you letters.
· Spouse: Enter the name of the donor's spouse.
· Spouse Birthday: Select the donor's spouse's birthday from the drop-down.
· Children: Enter the names of the donor's children in the text box, using a comma to separate them.
· Primary Family Contact: if assigned, displays a link to the donor's primary family contact. If no primary family contact has been assigned, "None Assigned" displays.
· Employer Matches Gifts: if the donor's primary employer has an active matching gift plan, this checkbox will be checked. This field is read-only. For more information, please see Creating a Matching Gift Plan.
· View Current Plans: if the donor's primary employer has an active matching gift plan, this link will display. Click this link to open the Matching Gift Providers screen for the employer.
· Employer is a Foundation: if the donor's primary employer's record is selected as being a foundation, the checkbox will be checked. This field is read-only. For more information, please see Creating a Matching Gift Plan.