Giving Data Structure
EverTrue has a three-tier giving structure that allows for a robust platform experience. A complete giving data load includes all three components. Learn more about the different data types below:
Total (Summarized) Giving
Part of the Constituent file guide, these fields include lifetime giving, last gift, and largest gift details. We also allow for at least the past five fiscal year rollups, pledge balance, and a recurring gift indicator. Your implementation specialist, or email@example.com, can help you import this data. This set of giving data is required.
Categorized (Summarized) Giving
Also part of the Constituent file guide, these fields look similar to the Total Giving but the data is scoped to a specific fund or designation. You must also include a label for each category. You can learn how to implement this data here.
Imported as a separate .csv file (see the Gift Transactions file guide), gift transaction data may be brought into EverTrue to show individual and related gifts. You can learn how to implement this data here.