My organization has a good many donors who give through a donor advised fund and family foundations. As a result, we need to use the recognition credit fields to see what recognition credit they have as opposed to direct revenue given from their constituent record. At present, the Recognition Credits node in a constituent export definition only has the filters, Amount, Effective date, Transaction type, and Type. My organization would like to be able to use the Designation List, Application, and other revenue filters.
Organization Name (Please enter full organization name) | University of North Carolina at Chapel Hill Foundation, Inc. |
Reported Version | 4.0 |