DonorView

Basic Gift Information 19

• What is a gift?
• What are the gift types?
• What is the Gifts Grid?
• How do I add a gift?
• How do I find the Gifts Grid?

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General Gifts 7

• What are the payment types?
• Can I add a new payment type?
• Can I edit or delete a payment type?
• Can I change the order that the payment types appear in the dropdown box?
• Could a gift be given anonymously?

View all 7

Tribute Gifts 6

• What is a Tribute Gift?
• How do I designate a tribute gift?
• Can I add a tribute type?
• Can I edit or delete a tribute type?
• Can I change the order that the tribute types appear in the dropdown box?

View all 6

Matching Gifts 5

• What is a Matching Gift?
• How do I designate a matching gift?
• Will it record the gift on the matching constituent?
• What if the matching constituent does not exist yet?
• How do I see if a gift has a matching gift?

Split Gifts 7

• What is a Split Gift?
• How do I enter a Split Gift?
• Can I split any gift type?
• How do I add a new row for a split gift?
• How will my split gift appear on the gift grid?

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Soft Credits 8

• What is a Soft Credit?
• How do I enter a soft credit?
• How do I enter multiple constituents for soft credits?
• What if the constituent receiving soft credit does not exist yet?
• Can I edit a soft credit?

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Pledge Basic Information 19

• What is a Pledge?
• What is the Pledges grid?
• Can I export my Pledges?
• How do I add a Pledge?
• How do I find the Pledges page?

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Pledge Schedules 11

• What is a pledge schedule?
• How do I customize the pledge payment schedule?
• How do I create a pledge schedule that is based over a certain number of years?
• How do I refresh the pledge schedule for changes that I’ve made to the terms of the pledge?
• How are the due dates calculated?

View all 11

Pledge Payments 6

• How do I see if a payment has been received?
• How do I enter a pledge payment?
• How do I record a partial pledge payment?
• What if the donor paid more than what was due?
• Can I edit a pledge payment?

View all 6

In Kind Gifts 10

• What is an In Kind Gift?
• How do I enter an In Kind gift?
• Can an In Kind gift be anonymous?
• Can an In Kind gift be a split gift?
• Can an In Kind gift be a tribute gift?

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ACH Payments 2

• How do I set up ACH Payments?
• How does a donor use ACH as a payment?

Sponsorships 11

• What is a Sponsorship?
• How do I create a Sponsorship?
• Can I delete a sponsorship?
• What are Sponsorship Assigned Tasks?
• How do I assign Tasks for Sponsorship Follow Ups

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Grants 10

• What is a grant?
• How do I tag an organization or constituent as a grantor?
• What can I track on the Grantor Info Tab?
• How do I add a Grant Proposal?
• What if I have more than one grant proposal for the same Grantor?

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Mail Merge Templates 10

• What is a Mail Merge Template?
• Where can I find Mail Merge Templates?
• How do I create a Mail Merge Template?
• What Mail Merge Fields are available?
• How to Generate Single Mail Merge Letters

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Wealth Profiles 1

• Running Wealth Profiles in DonorView

Goal Progress 1

• Can I have a stand alone Fundraising Graphic?