Basic Transaction Information

What is a gift?
A Gift is any type of donation given from one or multiple constituents. Gifts include things such as cash, checks, pledges, stock or material items.
Mon, 15 Mar, 2021 at 2:05 PM
What are the gift types?
There are 8 types of Gifts. These include: General - a  donation paid in full Pledge - promise made by a donor to make a contribution of a specified amoun...
Mon, 15 Mar, 2021 at 2:07 PM
What is the Gifts Grid?
The Gifts or Fundraising grid shows all of your existing gifts across all constituents. This grid can be searched or filtered to specific gifts. You can als...
Mon, 15 Mar, 2021 at 2:09 PM
How do I add a gift?
There are multiple ways to create a new gift.   From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituent, c...
Mon, 15 Mar, 2021 at 2:11 PM
How do I find the Gifts Grid?
To get to the Gifts Grid you will go to the Workspace Menu. You'll then hover over Fundraising and select Gifts.
Mon, 15 Mar, 2021 at 2:13 PM
How do I see the gifts for a specific constituent?
From the main Gifts grid, you can use the search box or filters to find the constituent. Click on the row for the constituent, then the View/Edit button and...
Mon, 15 Mar, 2021 at 2:35 PM
How do I delete a Gift?
A gift can be deleted from the gifts grid by selecting that specific gift and clicking on the trash can located on the far right end of the grid. You will...
Mon, 15 Mar, 2021 at 3:05 PM
How do I edit a gift?
You can edit the gift by double-clicking on it, clicking on the Amount hyperlink or highlighting it and clicking the blue “View/Edit” button. You can then m...
Mon, 15 Mar, 2021 at 3:06 PM
Can the Gift grid be exported?
Yes, you can export your Gift information to an Excel file by selecting Actions and then selecting Export to Excel File.  The excel spreadsheet should down...
Mon, 15 Mar, 2021 at 3:09 PM
Why is there something already in the family dropdown box when I do a new gift?
If a family name has been filled in on the profile of the constituent, the family field on the gift tab will already be filled in with that information. Y...
Mon, 15 Mar, 2021 at 3:11 PM