Each constituent's giving summary is easily accessible. Gifts are broken out by type, with total giving, largest gift, and most recent gift called out. Click on any gift type to see the full list of gifts.

LGL's unified, browseable Activity listings make it easy to look up what happened in your last meeting with a constituent, or to see what your next steps are. You can add tasks, contact reports, notes, and documents.

Make connections between constituents to help you get a better understanding of who they are and how they are connected. Define reciprocal relationships at the same time.

Share contact information between related constituents. This is particularly useful for cases where you want to track each person in a household individually.

Assign an unlimited number of groups and tags to each constituent. These are invaluable for segmenting your constituents into different groups, for reporting and analysis purposes. Tags and groups can also be imported or assigned in bulk.

Add one or more team members as a steward for each constituent to ensure good relationship management.

Browse your constituents by group, tag, giving status, list, capacity, interest level, and steward. Combine multiple filters together to get right results within a click or two.

Use the basic search function to quickly look up a specific constituent.

Look up constituents by general information, contact information, or giving history. Browse through advanced search results to further refine your results.

Export any search as a CSV-formatted (comma separated value) file that you can easily open up in Excel or any other spreadsheet program.

Combine multiple searches into one via LGL's list building and management tools. Lists are useful for updating tags and groups in bulk, or using to send a mass mailing with our integrated mail merge function.

Export a full profile for each constituent in PDF form. This is a useful document to print out before heading to a meeting or going on the road.