Giving History

Modified on Mon, 9 Dec, 2024 at 5:27 PM

This section of the donor portal is where you can locate a record of your Lifetime Giving History to Georgia Tech. 


Note: The Giving History page is comprised of gifts and credits from you, your household or from gift credit extended to you by way of donations from associated foundations or businesses.


Along the left side of the table, you have summary tiles that show the following key data points:


Lifetime Commitments: this total refers to the total amount a donor has given or committed to Georgia Tech during their lifetime.  These commitments may include outright gifts, planned gifts, or pledges. 


Lifetime commitments reflect the donor's dedication to the long-term success and mission of the institution, and they often play a crucial role in helping the institution plan and execute its initiatives over an extended period. These commitments can encompass a range of philanthropic activities aimed at contributing to the growth, development, and sustainability of the Georgia Institute of Technology.


Lifetime Cash Received: refers to the total amount of money that Georgia Tech has already received from a donor. This includes all donations given by the donor during their life to this time. This does not include pledge balances that have not yet been received, endowment income, matching gifts, matching gift claims, Challenge matches, or planned gifts.


Lifetime Outstanding Pledge Balances:  refers to the remaining amount of money that a donor has committed to donate to Georgia Tech via a pledge. When a donor makes a pledge, they promise to contribute a certain sum of money over a specified period. The outstanding pledge balance is the outstanding or unpaid portion of that commitment. It represents the amount that the donor still needs to fulfill their pledge and provide the full intended support to the institution. 


Lifetime Planned Gifts: refers to the total value of contributions that a donor has committed to Georgia Tech over their lifetime through planned gifts. This type of donation is arranged in advance, often as part of an individual's estate planning. Planned gifts can include bequests, trusts, or other financial instruments designed to benefit the institution in the future.  


Lifetime Roll Call Cash Received: refers to the total amount of money that the Georgia Tech Alumni Association receives from a donor over the course of their lifetime. This does not include pledge balances that have not yet been received, endowment income, matching gift claims, or planned gifts.


Lifetime Roll Call Consecutive Years: refers to the total number of years that a donor has given to the Georgia Tech Alumni Association without interruption or gaps. 


Lifetime Roll Call Total Years: refers to the total number of years that a donor has given to the Georgia Tech Alumni Association. 


Across the top of the table there are three filter options. 


The first filter is for Calendar Year. By default, all calendar years are shown. However, you may select a calendar year from the drop down. To select more than one calendar year, hold Ctrl on your keyboard.


The second filter is for Type. This refers to the type of gift that was received. By default, all gift types are shown. However, you may select a specific gift type from the drop down. To select more than one gift type, hold Ctrl on your keyboard. The types of gifts are defined as follows:


Outright Gift: A direct and immediate contribution to Georgia Tech. This is a one-time donation that is made without any conditions or future obligations. 


Recurring Gift: An ongoing donation that is automatically contributed at specified intervals (monthly, quarterly, annually). It provides continuous support over time with no end date.


Pledge: A commitment to donate later. It is a promise to contribute a specific amount over a set period, allowing donors flexibility in fulfilling their commitment.


Pledge Payment: The actual transfer of funds to fulfill a pledged donation. Pledge payments are made according to the agreed-upon schedule outlined in the initial commitment.


Matching Gift: A donation made by a company or organization that matches the contribution made by an individual donor. This effectively multiplies the impact of the donor's original gift.


Matching Gift Claim: The process of notifying and providing necessary documentation to the company or organization offering a matching gift, confirming the donor's eligibility, and initiating the match.


Planned Gift: A donation that is arranged in advance, often as part of an individual's estate planning. Planned gifts can include bequests, trusts, or other financial instruments designed to benefit the institution in the future.


The third filter is for Designation. This refers to prescribed use of the funds. By default, all designations are shown. However, you may select a specific gift designation from the drop down. To select more than one designation, hold Ctrl on your keyboard. 



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