• Use of this widget requires authentication. That means, the user must log in first.
• This widget displays the current year to date and the previous four full years, as determined by the time frame the person selects.
  Note: If they select a single month, the By Month chart will not display.

• This widget uses charts to display giving by month and program, so people see a breakdown of their giving at a glance. You can even customize their chart with your own wording by updating the appropriate application label!
• People can see any donations made by a head of household whose Statement Type is set to Family.

Sections

Total Giving

This displays the total amount given in the selected time frame.

Total Giving by Month

This displays the total amount given in the selected time frame on a column chart, broken down by month.

Total Giving by Program

This displays the total amount given the selected time frame on a doughnut chart, broken down by program.

Donations

This displays all giving during the selected time frame.

• If donations are not yet batched or are part of a batch that is not yet finalized, they'll show as Pending in the widget.
• If the amount of a donation has Omit Amount on Statement set to Yes, it will not display in the widget. The donation description is listed, but the value will not display.
• If there are two heads of household and both have their Statement Type set to Family Statements, a spouse notation displays next to donations made by the spouse of the person logged in.

Actions

Date Selector

People can select the year they'd like to see giving for. The widget can display giving made in the past four years can. Future pledges do not display.

Include Soft Donations

If configured, people can opt to include soft credit donations. The Soft Credit checkbox only displays if the donor has at least one soft credit donation.

Setup

For setup details, see Configuring My Giving.