Basics

With the My Giving Widget, authenticated Users can see details of their past financial gifts.

• Requires authentication.
• Displays the current year to date and the previous four full years, as determined by the time frame selected by the authenticated User. Note: If a single month is selected, the "By Month" chart will not be displayed.
• Displays giving by month and Program on charts, giving authenticated Users an at-a-glance breakdown of their giving. Pro Tip: Want the chart to say "By Fund" or "By Account" instead of "By Program"? You can do that! Just update the appropriate Application Label with your preferred language.
• If configured, authenticated Users can opt to include soft credit donations. Note: The Soft Credit checkbox only displays if the donor has at least one soft credit donation.

Sections

• Total Giving: Displays the total amount given in the selected time frame.
• Total Giving by Month: Displays the total amount given in the selected time frame on a column chart, broken down by month.
• Total Giving by Program: Displays the total amount given the selected time frame on a donut chart, broken down by Program.
• Donations: 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 be shown.
  • 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 authenticated User's Spouse.

Actions

• Date Selector: Users can select the year they'd like to see giving for. Giving in the past four years can be displayed. Note: Future pledges will not be displayed.
• Include Soft Donations: If configured, Users can opt to include soft credit donations.

Setup

For setup details, see Configuring My Giving.