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Giving Unit Summary Fields

A comprehensive list of terms and definitions for fields in the Giving Unit Summary.

Household ID
Identifies the household associated with this Giving Unit.
Household Name
A friendly name for this household. Generally the last name of the head of household.
Primary Individuals
Household members who represent this household. Generally the heads of household.
Giving Unit Type
Indicates whether this Giving Unit is associated with a household or company.
Giving Notes
Informational field regarding gift inclusion.
Giving YTD
Sum of gifts (Donation Distributions) from the beginning of the year to the current date.
Giving YTD Last Year
Sum of gifts (Donation Distributions) from the beginning of the previous year to the current date in the previous year.
Note: Current date is calculated as the number of days which have passed in a calendar year. Thus, on leap years a variance occurs after February 28. For example, in a typical calendar year, the 100th day is April 10, while on a leap year, the 100th day is April 9.
Giving Variance Last YTD
Displays the difference between the current and previous years up to the current date.
Giving Last Year
Sum of all gifts (Donation Distributions) given in the previous year.
Online Giving Notes
Informational field regarding online gifts.
Online Giving YTD
Sum of gifts (Donation Distributions) from the beginning of the year to the current date where Is Online is set to Yes for the identified Payment Type.
Online Giving YTD Last Year
Sum of gifts (Donation Distributions) from the beginning of the previous year to the current date in the previous year where Is Online is set to Yes for the identified Payment Type.
Online Giving Variance Last YTD
Displays the difference between the current and previous years up to the current date where Is Online is set to Yes for the identified Payment Type.
Online Giving Last Year
Sum of all gifts (Donation Distributions) given in the previous year where Is Online is set to Yes for the identified Payment Type.
Gifts YTD
Count of gifts (Donation Distributions) from the beginning of the year to the current date.
Gifts YTD Last Year
Count of gifts (Donation Distributions) from the beginning of the previous year to the current date in the previous year.
Gifts Variance Last YTD
Displays the difference between the current and previous years up to the current date.
Gifts Last Year
Count of all gifts (Donation Distributions) given in the previous year.
Online Gifts YTD
Count of gifts (Donation Distributions) from the beginning of the year to the current date where Is Online is set to Yes for the identified Payment Type.
Online Gifts YTD Last Year
Count of gifts (Donation Distributions) from the beginning of the previous year to the current date in the previous year where Is Online is set to Yes for the identified Payment Type.
Online Gifts Variance Last YTD
Displays the difference between the current and previous years up to the current date where Is Online is set to Yes for the identified Payment Type.
Online Gifts Last Year
Count of all gifts (Donation Distributions) given in the previous year where Is Online is set to Yes for the identified Payment Type.
Giver Notes
Informational field regarding donors.
Givers YTD
Count of distinct donors who have made a gift from the beginning of the year to the current date.
Givers Last Year
Count of all distinct donors who made a gift in the previous year.
Comparison Notes
Informational field regarding configuration settings.
Date Range Before
A period of time determined by the SERVICES, GivingUnitSummaryComparisonMonths configuration setting calculated prior to the date identified in SERVICES, GivingUnitSummaryComparisonDate.
Date Range After
A period of time determined by the SERVICES, GivingUnitSummaryComparisonMonths configuration setting calculated after the date identified in SERVICES, GivingUnitSummaryComparisonDate.
Giving Before
Sum of gifts (Donation Distributions) made during the Date Range Before time period.
Giving After
Sum of Gifts (Donation Distributions) made during the Date Range After time period.
Giving After Variance
Displays the difference between the Date Range Before and Date Range After time periods.
Gifts Before
Count of gifts (Donation Distributions) made during Date Range Before time period.
Gifts After
Count of gifts (Donation Distributions) made during Date Range After time period.
Gifts After Variance
Displays the difference between the Date Range Before and Date Range After time periods.
Online Giving Before
Sum of gifts (Donation Distributions) made during the Date Range Before time period where Is Online is set to Yes for the identified Payment Type.
Online Giving After
Sum of gifts (Donation Distributions) made during the Date Range After time period where Is Online is set to Yes for the identified Payment Type.
Online Giving After Variance
Displays the difference between the Date Range Before and Date Range After time periods where Is Online is set to Yes for the identified Payment Type.
Online Gifts Before
Count of gifts (Donation Distributions) made during the Date Range Before time period where Is Online is set to Yes for the identified Payment Type.
Online Gifts After
Count of gifts (Donation Distributions) made during the Date Range After time period where Is Online is set to Yes for the identified Payment Type.
Online Gifts After Variance
Displays the difference between the Date Range Before and Date Range After time periods where Is Online is set to Yes for the identified Payment Type.
HH Member Notes
Informational field regarding the singular contact identified as the "first" household member.
Last Name
The family name of the first household member.
First Name
The given name of the first household member.
Nickname
The preferred name of the first household member.
Email Address
Email Address of the first household member.
Mobile Phone
Mobile phone number of the first household member.
Household Position
The relationship between first household member and their household.
Gender
Gender of the first household member.
Contact Status
Indicates the status of first household member with respect to the organization.
Member Status
Indicates the status of first household member with respect to their membership in the organization.
Participant Type
Reflects how first household member interacts with the organization.
Age
Age of the first household member. Calculated if date of birth is known.
Contact ID
Identifies the contact associated with first household member.
Home Phone
Physical landline phone number for this household.
Congregation ID
Identifies the congregation associated with this household.
Congregation Name
The name of the congregation associated with this household.
First HH Donation
The date of the first donation made by any member of this household.
Last HH Donation
The date of the most recent donation made by any member of this household.
Months Since Last HH Donation
Calculates the number of months since the most recent donation made by any member of this household.
Spouse Last Name
The family name of the head of household who is not the first household member.
Spouse First Name
The given name of the head of household who is not the first household member.
Spouse Nickname
The preferred name of the head of household who is not the first household member.
Spouse Email
Email address of the head of household who is not the first household member.
Spouse Mobile
Mobile phone number of the head of household who is not the first household member.
Spouse HH Position
Household position indicating a head of household.
Spouse Gender
Gender of the head of household who is not the first household member.
Spouse Contact Status
Indicates the status of the head of household who is not the first household member with respect to the organization.
Spouse Member Status
Indicates the status of the head of household who is not the first household member with respect to their membership in the organization.
Spouse Participant Type
Reflects how the head of household who is not the first household member interacts with the organization.
Spouse Age
Age of the head of household who is not the first household member. Calculated if date of birth is known.