Fundraiser Performance Management Ideas

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VNF: Agents to see if prospect has donated more than once in a FY

When an agent goes into their dashboard or their prospect profile, they can only see the total amount for gifts in a FY and only the last gift received. It would be helpful to the agent to know if a person has already donated more than once in a fiscal year. It would be great to have a column on the prospect dashboard that indicates the date of a donor's most recent gift and a column that counts the number of gifts in a fiscal year to help volunteers quickly identify recent and second time donors.

  • Michael Van Dyke
  • Mar 17 2022
Volunteer Network Fundraising
  • Attach files

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