Basic Gift Information

What is a gift?
The word "gift" is generally synonymous with a donation in fundraising terminology, whether it is a donation of cash, stock, services, physical...
Thu, Jun 30, 2022 at 11:41 AM
What are the gift types?
There are 8 different gift types. They are: General – a one-time cash donation. Cash donations include payments made by check, credit cards, gift cards...
Thu, Jul 14, 2022 at 11:37 AM
What is the Gifts Grid?
The Gifts Grid in the Fundraising Module shows all transactions, including all types of donations, pledges, memberships, events, and auction purchases. T...
Thu, Jun 30, 2022 at 12:01 PM
How do I add a gift?
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...
Thu, Jul 14, 2022 at 12:43 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, Mar 12, 2018 at 12:58 PM
How do I see the gifts for a specific constituent?
You can find gifts for a specific constituent on the Gifts Grid in the Fundraising Module or in their constituent record under their Gift Tab. From the ...
Thu, Jun 30, 2022 at 4:11 PM
How do I delete a Gift?
A gift can be deleted from the Gifts Grid in the Fundraising Module by selecting that specific gift and clicking on the trash can icon. If the icon is no...
Thu, Jun 30, 2022 at 4:21 PM
How do I edit a gift?
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 amount. You ca...
Thu, Jul 7, 2022 at 11:36 AM
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 d...
Thu, Mar 15, 2018 at 12:17 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