Gifts Grid and Basic Gift Information

How do I send or print a donation receipt?
A thank you email with transaction information is sent automatically for donations entered through a donation page. You can edit this thank you email on the...
Tue, Aug 6, 2024 at 5:53 PM
How do I acknowledge a donation or general gift?
Donations entered through a donation page will automatically generate a thank you email. To learn more about these automatic emails, see this article. Y...
Tue, Aug 6, 2024 at 5:00 PM
Donations from Donor Advised Funds Using Soft Credits
A donor-advised fund (DAF) is a charitable investment account that allows individuals to contribute money, stocks, or other assets and receive an immediate ...
Tue, Nov 18, 2025 at 8:35 AM
Fundraising Reports
Fundraising reports can be created by making views using the Query, Filter, and Sort features on the Gifts, Pledges, and Constituents grids. You can learn m...
Thu, Oct 9, 2025 at 11:28 AM
How do I see donors who have donated Last Year but Not This Year? - Views Library (LYBUNT)
LYBUNT (pronounced "lie-bunt") means donors who have given Last Year But Unfortunately Not This. This refers specifically to donors who gave in th...
Tue, Jul 9, 2024 at 4:58 PM
Top Donors Report - View Library
The Top Donors Reports provide a list of the top donors by total donation amount.  The Views Library on the Constituent grid has four ready-to-use views...
Fri, Feb 9, 2024 at 8:17 AM