Add a prospect’s charitable donation information

1. From the prospect's Wealth and Ratings screen, click the Giving tab.
2. Expand the Philanthropic gifts section.
3. Click Add. The Add Philanthropic gift information screen appears.

Note: For organizations and households, click Philanthropic gifts in the Wealth summary section of the Wealth and Ratings screen.

4. To save your entry and return to the Giving tab, click Save.

 

 

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