Custom gift fields

In this article:


Introduction

When you create a custom gift field to track custom data about your gifts, you can also then use that data, the same way you would use other data you are tracking, to do the following:

  • Search on your custom gift fields from both the Constituents and the Fundraising tabs
  • Export custom gift fields in either constituent or gift reports
  • View your fundraising data by individual single-select custom gift fields within Fundraising views

Instructions for how to do all of these are included in this article.

Add a new gift category

To add a new gift category value, go to Settings > Menu items > Gift menu items and from within your gift categories click the Add value button. Then type the new gift category name into the resulting field and save it:

Add a custom gift field

To add a custom gift field, go to Settings > Menu items > Gift menu items, and click the “Add custom gift field” button at the top of the page:

Then select what type of field you want (single-select or multi-select) and add a name for the field:

You can search on your custom gift fields from either the Constituents or the Fundraising tab, by finding and selecting your custom gift field from the dropdown menu in the Advanced Search box at the top of either tab.

Searching on a custom gift field from the Constituents tab

Searching on a custom gift field from the Fundraising tab

Include a custom gift field in a constituent or gift report

When a custom gift field exists in your account, it is possible to pull it into a constituent report or a gift report.

Constituent report

To include a custom gift field in a constituent report, select either a “Total giving” or “Gifts” column from the Customize step of the report builder, and then choose your custom field from the additional options available within the column, as shown in the following screenshots:

Gift report

You can include a custom gift field in a gift report as its own column.

Create your gift report, and then select your custom gift field by name from the “General Giving Fields” tab within the Customize step of the report builder:

In Fundraising views, see gift data by single-select custom gift field

It is possible to view your giving data by single-select custom gift field. To do this, go to the Fundraising tab and in the View menu select your custom gift field. The results will display as shown below:

Pull a custom gift field into a mailing

If you have set up one or more custom gift fields and added it as an attribute to a gift in your database, you'll be able to pull that data into an acknowledgment mailing using an LGL Merge Field, as shown in the screenshots that follow.

A new custom gift field added to Settings > Menu items > Gift menu items:

The same custom gift field now available in the Merge Field Reference, available from the Mailings page in your account:

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