We want to report to our Board the value of new gifts received and/or identified this fiscal year (only). We are trying to update the Fund Detail and Summary Report we have used for years. In Fall 2008, we added PG Tracker, so can now keep track of initial planned gift amount, cash received toward that...

There are a few reports that can help with some calculations If you want to see individual - run the increse/decrease report or consecutive years report. New donors report for new donors I run comparisons and summaries (Constituency) and exclude all of my deceased folks from possible renewals by using...