Soft Credit Report Fields for Transaction Count and Largest Gift Received

When you are running  a report, there are fields like "received & soft credited amount" so it pulls the total of both added together for that donors record.  But there is no such field for the largest gift received OR soft credited.  A donor might have given me only $50 as a personal check but gave $5000 through their business matching or their fidelity charitable stock account.  Their largest gift only shows $50 and i would have no idea they gave $5000 in stock.  Big difference on how to steward that donor. It would also show that the transaction count was only 1, with no accounting for the 4 stock gifts they made.

 

I would like a report fields that pull "Largest gift of all those received or soft credited" and "transaction count total including soft credit transactions".

  • Guest
  • Apr 20 2017
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