Edit 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.

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

3. In the grid, select the entry you want to edit.
4. Click Edit. The Edit Philanthropic gift information screen appears.
5. To save your entry and return to the Giving tab, click Save.

 

 

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