Endowment gifts currently aren't included in the 'Last Donated' fields, such as amount and date. Could we have these included, or potentially have a way to toggle including or excluding Endowment gifts, to prevent confusion for donors when we pull mailing lists? This can be problematic and confusing from a relationship management standpoint for donors that give to both the foundation and the Endowment. For example, CID 47751 gave a gift to the foundation in 2018, and also to the Endowment in the current fiscal year. He shows as a lapsed donor though based on last donated fields and would get pulled into mailing lists as such, even though he isn't really lapsed.
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My understanding of this task makes me warry that we will need to affect WMF donor fields.
@EYener is directing the detail of how we calculate critical wmf donor fields. annual funds, endowment and donation history custom fields are getting a bit more formalized. So changing any of the wmf donor fields affect other teams. If this is needed for a specific report, we might be able to help with a search kit solution. but I will need a specific example to help.
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Yeah I agree with @DStrine. We have a request in for all_funds_last_donated and similar all_funds categories to be implemented that this would fall under.