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To add a new donor record

  1. From Fund Raising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
  2. Click New.
  3. Click the Add button displayed to the right of the ID field. The Donor tab on the Enter and edit gifts window opens.
  4. Enter the new donor information.

    Note: When entering new donor information, First, Last, or Company are required.

  5. Select the Overview tab.
  6. Enter the rest of the gift or pledge information. See To enter a single gift or single pledge or To enter an installment pledge.
  7. Click Save. A record is created for the new donor and the gift or pledge transaction is saved.

See Also

Adding a Donor Record

Enter and edit gifts window - Donor tab

To edit a donor record


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