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
- An informational field regarding gift inclusion.
- Giving YTD
- The sum of gifts (donation distributions) from the beginning of the year to the current date.
- Giving YTD Last Year
- The sum of gifts (donation distributions) from the beginning of the previous year to the current date in the previous year. Note: The current date is calculated as the number of days which have passed in a calendar year. Thus, on leap years, there is a change 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
- The sum of all gifts (donation distributions) given in the previous year.
- Online Giving Notes
- An informational field regarding online gifts.
- Online Giving YTD
- The sum of gifts (donation distributions) from the beginning of the year to the current date where Is Online is set to Yes for the selected payment type.
- Online Giving YTD Last Year
- The 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 selected 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 selected payment type.
- Online Giving Last Year
- The sum of all gifts (donation distributions) given in the previous year where Is Online is set to Yes for the selected payment type.
- Gifts YTD
- The count of gifts (donation distributions) from the beginning of the year to the current date.
- Gifts YTD Last Year
- The 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
- The count of all gifts (donation distributions) given in the previous year.
- Online Gifts YTD
- The count of gifts (donation distributions) from the beginning of the year to the current date where Is Online is set to Yes for the selected payment type.
- Online Gifts YTD Last Year
- The 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 selected 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 selected payment type.
- Online Gifts Last Year
- The count of all gifts (donation distributions) given in the previous year where Is Online is set to Yes for the selected payment type.
- Giver Notes
- An informational field regarding donors.
- Givers YTD
- The count of distinct donors who have made a gift from the beginning of the year to the current date.
- Givers Last Year
- The count of all distinct donors who made a gift in the previous year.
- Comparison Notes
- An informational field regarding configuration settings.
- Date Range Before
- A period of time determined by the SERVICES, GivingUnitSummaryComparisonMonths configuration setting calculated before 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
- The sum of gifts (donation distributions) made during the Date Range Before time period.
- Giving After
- The 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
- The count of gifts (donation distributions) made during Date Range Before time period.
- Gifts After
- The 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
- The sum of gifts (donation distributions) made during the Date Range Before time period where Is Online is set to Yes for the selected payment type.
- Online Giving After
- The sum of gifts (donation distributions) made during the Date Range After time period where Is Online is set to Yes for the selected 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 selected payment type.
- Online Gifts Before
- The count of gifts (donation distributions) made during the Date Range Before time period where Is Online is set to Yes for the selected payment type.
- Online Gifts After
- The count of gifts (donation distributions) made during the Date Range After time period where Is Online is set to Yes for the selected 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 selected payment type.
- HH Member Notes
- An 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
- The email Address of the first household member.
- Mobile Phone
- The mobile phone number of the first household member.
- Household Position
- The relationship between first household member and their household.
- Gender
- The 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
- The 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
- The 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
- This field 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
- The email address of the head of household who is not the first household member.
- Spouse Mobile
- The mobile phone number of the head of household who is not the first household member.
- Spouse HH Position
- The household position indicating a head of household.
- Spouse Gender
- The 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
- The age of the head of household who is not the first household member. Calculated if date of birth is known.