Advancement Connect: Giving Summaries

Advancement Connect

Advancement Connect has surpassed the Nonprofit Starter Pack and traditional advancement applications to become the long-awaited “next generation” solution that eliminates data silos, provides the coveted “360-degree view” of constituents, and drives increased engagement and fundraising. As a top choice for higher education institutions, Salesforce has a combination of unparalleled success of the CRM platform. When you’re ready to make the move to Salesforce and Advancement Connect, there are a number of things we want to make sure you’re ready to take advantage of, ten of which are listed in Heller Consulting’s white paper, Salesforce’s Connected Campus and Advancement Connect. Over the past few months, we’ve gone over Ease of Access and Viewing. In this post we will cover Giving Summaries.

One of the most popular features of Advancement Connect is Giving Summaries. Giving Summaries calculate calendar-year-to-date and lifetime totals of a donor’s giving that are visible on an Account without running a report. These Giving Summaries are calculated for hard credits and soft credits, and automatically recalculate whenever a gift is made.

Hard and Soft Credit Summary

Example of Hard and Soft Credit Giving Summaries

These Summaries are popular because they let fundraisers easily grasp important dates and amounts with a quick glance at the Account. In addition, these fields are easy to drop into reports as criteria, output, or sort fields.

For more information download Heller Consulting’s free white paper, Salesforce’s Connected Campus and Advancement Connect.

Download the free white paper!
Emma Shipley

About Emma Shipley

I have always held a passion for community involvement, fundraising, and volunteering, which has brought me in touch with a number of nonprofit organizations. During my time at Indiana University, I worked with the City of Bloomington Volunteer Network to connect citizens with their ideal volunteer experience while promoting volunteerism in the community. In addition, I spent the summer of 2012 working as a mentor for adolescent girls ages 5-15 at Girls, Incorporated of Monroe County. I received my degree in Journalism with a focus in Marketing and Visual Communications. In my free time, I enjoy live music, visiting farmer’s markets, trying new recipes, and exploring Chicago.

Leave a Reply

Your email address will not be published. Required fields are marked *