To send a reminder for a gift or pledge
- From Fund Raising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
- Click New and enter and save a new gift or pledge, or click Open to open an existing gift or pledge.
Note: See To view gifts and pledges in Fund Raising, To enter a single gift or single pledge, or To enter an installment pledge.
- Click Print to display the Select Report window.
- Select Send a Reminder.
- Click Run. A confirmation message displays.
- Click Yes to issue the reminder.
- (Optional) To reprint the reminder, perform the following steps:
- Click Print.
- Select Reprint Reminder(s).
- Click Run to reprint the reminder.