Recent Managed Giving

This Condition located on the Contribution category tab in Search Builder will find people who have recently started or modified their recurring giving schedule. By specifying RecentManagedGiving EQUAL False, you can reverse the search to find those who have not recently changed their schedule.

You will need to specify the number of days to look back.

Note

You must have Finance role in order to use this condition.

Caution

This search condition will not tell you who has recently started managed giving since the results will include both those who started a giving schedule and those who modified an existing schedule.



Latest Update 02/20/2020

Add this missing help article.

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