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Viewing Gifts and Pledges

You can view detailed fundraising information such as the transaction number, the type of gift or pledge, and the fund the donation will be directed to in the Overview tab on the Enter and edit gifts window.

You can also view a customer's fundraising activities and history in the Customer Portfolio's Fund Raising history tab. For more information, see Viewing Fund Raising through the Customer Portfolio.

A GIFT activity is created when a Single Gift is entered and saved; a PLEDGE activity is created when a Single Pledge or an Installment pledge is entered and saved.

In This Section

To view gifts and pledges in Fund Raising

To view Fund Raising information in the Customer Portfolio

To view donation notes and details

See Also

Gifts and Pledges

Gifts and Pledges Overview

Entering a Single Gift or Pledge

Editing Gifts and Pledges

Deleting Gifts and Pledges

Using Rapid Gift Entry

Adding a Donor Record

Sending a Customized Acknowledgement Letter

Entering Memorials and Tributes

Entering Split Gifts

Adding Notes

Entering an Installment Pledge

Entering Matching Gifts

Checking for Duplicate Records

Issuing Reminders and Thank You Letters at Gift Entry


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