improved
new
People
Filter People by Giving History, Households, and More
We’ve made it easier than ever in People to segment your community and gain deeper insights into your giving data. With new filters for donors and household status, you can pinpoint the right audience in seconds. Plus, we’ve improved historical record-keeping with a new "Former Attender" status.
Highlights:
- Smart Donor Filtering: Segment by gift type (first-time, recurring, or any gift) across specific timeframes like Last Month or YTD.*
- Household Management: Quickly filter to see who is—or isn't—currently assigned to a household.
- "Former Attender" Status: A new membership category to help you maintain clean, accurate active-member lists while preserving historical data.
*
Note: You must have the Giving Manager role in order to access Giving filters.