Giving Overview

Quick Answer: Giving Overview

Scan a rolling donor-by-month grid, highlight missed recurring months, and export stewardship lists—optimized for desktop review inside Donor Hub.

Giving Overview

Giving Overview displays donors as rows and months as columns so development staff can see patterns at a glance. Color cues flag missed recurring months; row totals and stat tiles respect your current organization scope and filters. Use it for lapsed-recurring call lists, committee packets, and year-over-year comparisons without rebuilding pivot tables.

What You Can Do

• Use the month picker to choose any start and end month, then toggle by month vs by year views
• Search, sort, filter by donor type, and paginate large rosters server-side
• Click a donor name to jump into Donor CRM with the same context
• Export Excel or PDF with the columns visible on screen

Common Tasks

Build a missed-recurring call list

1. Open Donor Hub → Giving Overview on a desktop browser.
2. Select your month range and scan highlighted cells for gaps in recurring patterns.
3. Click each donor to confirm timeline details before calling or emailing.

Share totals with leadership

1. Align organization and date range with the header fund filter first.
2. Sort by lifetime or recent giving, then export to spreadsheet or PDF.
3. Record follow-up outcomes in Donor CRM notes—not on this read-only grid.

Good to Know

Giving Overview is desktop-first because wide month grids do not fit phone screens. Donor type filters use exclusive values (recurring means recurring-only, not “both”). Totals include cross-org donors who gave to the selected fund even when their donor record lives elsewhere.

Missed-recurring highlighting is a stewardship signal, not a billing failure message—always read recurring payment status on the donor profile before changing a recurring plan. Giving Overview is included with Donor Hub on all plans that include donor management.

Related guides

• Donor CRM
• Recurring gifts
• Lapsed donor report