Add Giving To My Organization Screen

Screen Item

Description

Total giving

The total of all gifts given to your organization by this prospect as of the Last updated date displayed at the top of the tab.

Total number of gifts

The total number of gifts given to your organization by this prospect as of the Last updated date displayed at the top of the tab.

Largest/First/Latest

These sections set the properties for the largest, first, and latest gift given to your organization by this prospect. In each section, select:

  • Type: Type of gift, such as "Funds," "Materials," "Volunteer"
  • Designation: Where the money is going to go or how it’s going to be used, such as an unrestricted annual fund or a specific endowment fund. Each designation is mapped to an account in the ledger.
  • Amount:Value of gift
  • Date: Date gift made

 

 

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