To create this list navigate to:
  1. Navigate to Lists > Manage Lists
  2. Click the Manage basic and advanced lists block under List Actions
  3. Click the List Templates tab
  4. In the dropdown select Category Giving
  5. Next to Gifts Made in the last 12 months click View/Copy
  6. Select the Filters Tab
  7. In Global Filters select the + to add a Global Filter
  8. In the Field dropdown select Giving Category.Category Description is "Title of the Form"
  9. If you would like you can add another Filter for Giving base.Total Gift is greater than or equal to $XXX.XX so you can filter things above a certain amount.