How do I access Numero Giving History?
Access Numero Giving History by selecting a contact from the Contacts tab in your CRM. Please note our data set does not provide details for Organization Giving History, only individuals.
Once you are in a contact's profile, you can then select the Giving History tab. Giving History will be displayed if the contact has contributed to other campaigns, committees, and/ or PACs that are available within our data set. In our data set you will find:
- Contributions from 100+ political entities (local, state, federal) starting January 1, 2007
- Each individual entity is updated at different time intervals. For example, some state filings are monthly and thus will be updated more frequently than federal filings. Federal filings are quarterly and local/municipal updates vary across locales.
- Contributions under $100 dated before December 1, 2022 are not included
There will be a total, average, and max amount of contributions at the top right of a contact's Giving History tab. This adjusts as you filter within the tab itself. You can sort the data by date of the contribution or amount, or you can include a custom date range. You can search for an individual recipient committee using the search recipient field.
As an option, you can exclude ActBlue conduit contributions from the tab view to remove any potential duplicate contributions where both ActBlue and the Committee filed the contribution. Note, turning this off may filter out contributions under $200 that were not reported by the committee in instances where it was under the reporting threshold.
If you select a contribution, you can see more details surrounding that specific contribution. Additional information will include: Committee Name, Candidate, Date, Party, Level (federal, state, municipal), Office (Federal: Senate, House, Presidential - State: Various), Jurisdiction, Election Year, Incumbent, In State.
This data is also available in the front end of the App in the Activity section of the donor's profile:
