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Giving Journey

Each person can be thought of as being in a certain stage of a giving lifecycle. Has the person just started giving, or have they been giving for a while, or have they stopped giving? Rock's Giving Journey feature helps you identify which stage a person is in. This gives you insight into where their heart is, and helps you identify the changes in heart that are reflected in giving patterns.

There are six stages in the Giving Journey that a person moves through:

  1. Non-Giver
  2. New Giver
  3. Occasional Giver
  4. Consistent Giver
  5. Lapsed Giver
  6. Former Giver

A person is evaluated for each stage, from the top down in the order listed on the page pictured below, until a match is found. For instance, a brand-new giver who gave $1 on Monday and $1 on Tuesday would be evaluated on Wednesday as a New Giver even though they technically also meet the requirements for a Consistent Giver.

To access the Giving Journey settings, navigate to Finance > Giving Alerts and click the ti ti-settings icon near the top right corner of the block.

  1. Days to Update Giving Journeys - It takes a lot of number crunching to calculate a person's Giving Journey stage, and the stage is unlikely to change twice in the same week for a person, so you don't need to calculate this every day. The default day is Tuesday, which is typically after most giving from the weekend has been entered into Rock.
  2. Former Giver - This stage applies to someone who hasn't given for a significantly long time, where we can confidently say that the person has stopped giving entirely. Out of the box, Rock defines this as someone who hasn't given in over a year and who used to give at least once every 320 days (median frequency).
  3. Lapsed Giver - Lapsed givers were likely occasional givers or consistent givers at some point but haven't been giving lately. Someone in this stage might have recently had a change in their lives.
  4. New Giver - As you might have guessed, this is someone who has recently given for the first time. New givers should be celebrated, as this likely reflects a change in heart.
  5. Occasional Giver - An occasional giver gives somewhat sporadically. They are active givers, but maybe only give once every couple of months.
  6. Consistent Giver - Out of the box a consistent giver would be someone who regularly gives at least once a month. This speaks volumes about where their heart is. A consistent giver might be someone with a Scheduled Transaction set up.
  7. Non-Giver - A non-giver has never given. This could identify someone who hasn't yet put full trust in God regarding their finances.

While a lot of thought and effort went into the configuration that ships with Rock, you can customize the conditions that must be met for a person to be placed in each stage according to what makes sense for your organization.

Keep in mind that a person's current and previous Giving Journey stage are both stored as person attributes called Current Journey Giving Stage and Previous Journey Giving Stage. There's also a person attribute for the date that their stage changed, called Journey Giving Stage Change Date. This makes it easy to create data views, reports, SQL queries and targeted communications based on a person's Giving Journey information.

All changes to the Current Journey Giving Stage are written to the History table for in-depth analysis. Also, you could enable Analytics and Analytics History on the attribute for BI purposes.

Giving Automation View Giving on Person Profile