To add a new donor record
- From Fund Raising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
- Click New.
- Click the Add button displayed to the right of the ID field. The Donor tab on the Enter and edit gifts window opens.
- Enter the new donor information.
Note: When entering new donor information, First, Last, or Company are required.
- Select the Overview tab.
- Enter the rest of the gift or pledge information. See To enter a single gift or single pledge or To enter an installment pledge.
- Click Save. A record is created for the new donor and the gift or pledge transaction is saved.