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To edit a donor record

Note: If a Donor record already exists, edits made to donor information on the Donor tab will update the Name and Name_Address records for that donor automatically.

  1. From Fund Raising, select Enter and edit gifts to display the Enter and edit gifts window.
  2. Click New to enter a new gift or pledge, or open an existing gift or pledge, and click Edit.
  3. Select the Donor tab.
  4. Click Edit.
  5. Make any necessary changes to the donor information.
  6. Click Save.

See Also

Adding a Donor Record

Enter and edit gifts window - Donor tab

To add a new donor record


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