For individuals, the Philanthropic gifts section of the Giving tab tracks all the prospect's charitable giving, including gift range and year information.
For organizations and households, the Wealth Details - Philanthropic page tracks all charitable giving located for this prospect/household. The section also stores information from NOZA, Inc. imported from WealthPoint.
Note: An “*” in the Name field indicates the individual is deceased.
For information about managing your columns and filtering and searching content in the grid, see Display Tips for Members List.
Add a prospect’s charitable donation information
Add Philanthropic Gift Information Screen
Edit a prospect’s charitable donation information
Confirm a prospect’s charitable donation information
Unconfirm a prospect's charitable donation information
Reject prospect's philanthropic gift information
Undo "Reject" on prospect philanthropic gift information
Delete a prospect’s philanthropic gift information