Basic Gift 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.
Wed, Jan 27, 2016 at 3:43 PM
What are the gift types?
Gift types include General, Pledge, Pledge Payment, In Kind and Stock.
Wed, Jan 27, 2016 at 3:45 PM
What is the Gifts/Fund Raising tab?
The gifts or Fund Raising grid shows all of your existing gifts across all constituents. This grid can be searched or filtered to specific gifts. You c...
Wed, Feb 10, 2016 at 11:08 AM
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,...
Wed, Jan 27, 2016 at 5:08 PM
How do I find the Gifts/Fund Raising page?
Once you are logged into DonorView and have entered the “CRM and Fund Raising” module, You will then see four buttons in from of you, "CRM", ...
Wed, Feb 10, 2016 at 11:15 AM
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 an...
Wed, Jan 27, 2016 at 5:10 PM
Can a gift be deleted?
A gift can be deleted from the gifts grid by selecting that specific gift and clicking on the trash can which is located on the far right end of the gr...
Wed, Jan 27, 2016 at 5:14 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 ...
Wed, Jan 27, 2016 at 5:14 PM
Can the Gift grid be exported?
You can export your Gift information to an Excel file by clicking on the Export to Excel button on the top right of the Gifts grid.
Wed, Jan 27, 2016 at 5:31 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....
Wed, Jan 27, 2016 at 5:32 PM