The word "gift" is generally synonymous with a donation in fundraising terminology, whether it is a donation of cash, stock, services, physical ma...

When manually entering a contribution, there are 8 different gift types. They are: General – a one-time cash donation. Cash donations include payments ...

The Gifts grid in the Fundraising module shows all transactions, including all types of donations, pledges, memberships, events, and auction purchases. This...

There are multiple ways to create a new gift. Gifts can be added from any of the main grids in the CRM Module including Constituents, Interactions, Documen...

To get to the Gifts grid you will go to the Workspace Menu. You'll then hover over Fundraising and select Gifts.

You can find gifts for a specific constituent on the Gifts grid in the Fundraising Module or in their constituent record under their Gifts tab.  From th...

A gift or transaction can be deleted from the Gifts grid in the Fundraising module by selecting the row for that specific gift and clicking on the trash can...

You can edit the gift from the Gifts grid in the Fundraising module or from the Gifts tab in the constituent's record by clicking on the dollar amount u...

Yes, you can export your current view to an Excel file by selecting Actions and then selecting Export to Excel File. The excel spreadsheet should download i...

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. You...