DonorView

The payment types reflect how you actually received the gift. Examples include Cash, Check, Credit Card, and Online payments. You have the ability to add, e...

Yes, you can add new payment types when adding or editing a gift. Click on the up and down arrows of the drop-down box and select “New/Edit”. Type in the ne...

Yes, you can edit or delete a payment type when adding or editing a gift. Click on the up and down arrows of the drop-down box and select “New/Edit." ...

Yes, you change the order of the payment types when adding or editing a gift. Click on the up and down arrows of the drop-down box and select “New/Edit.” F...

Yes, anonymous gifts can be identified. If a constituent generally makes their gifts anonymously, you can check the Gives Anonymously box on their profile s...

When entering a gift, the tax-deductible amount defaults to the same amount as the gift. However, the tax-deductible amount may be different if goods or ser...

When entering a new or existing General Gift you have the option to also upload a document as a part of the gift. Next to the Acknowledged fields you will f...