Appeal Record Gifts

The Gifts tab gives you a clear, list‑based view of all gift activity tied to a specific appeal. Instead of navigating to the main Gifts list and reapplying filters, you can review, analyze, and share appeal‑specific gift data directly from the appeal record.

Use this tab when you need to quickly answer questions like:

  • Which gifts were driven by this appeal?

  • Who gave, how much, and when?

  • Are any gifts missing, miscoded, or misattributed?

The Gifts tab provides fast, reliable access to appeal-specific gift data using a familiar list experience. By keeping the appeal filter locked and supporting powerful list tools, it helps you review, analyze, export, and share gift activity — without extra navigation or setup.

What The Gifts Tab Shows

This tab displays a gifts list scoped to the appeal you’re currently viewing. The appeal filter is applied automatically and can’t be changed, ensuring you’re always reviewing the correct data.

You’ll see the same familiar columns available in the standard Gifts list, including:

  • Constituent

  • Gift amount

  • Gift date

  • Gift type

  • Campaign

  • Fund

  • Package

  • Related records (where applicable)

Because this view uses the existing Gifts list experience, it supports the same filtering, sorting, and customization options you already know.

What You Can Do With The Gifts List

The Gifts tab is designed for quick review and analysis — not just passive viewing.

Use it to:

  • Sort and filter gifts to focus on specific transactions

  • Show or hide columns based on what you’re reviewing

  • Export the visible list for reporting or sharing

  • Open related records in a flyout for more detail

The list uses infinite scrolling, and totals update automatically as you adjust filters, columns, sorting, or search criteria.

Your list preferences are saved independently for:

  • Appeal gifts views

  • Campaign gifts views

  • Fund gifts views

This allows each context to remain optimized for how you work.

When To Use The Gifts Tab

The Gifts tab is especially useful when you need to:

  • Review appeal-specific gift activity without leaving the record

  • Validate results shown on the Overview tab

  • Investigate attribution or package-related questions

  • Prepare exports focused on a single appeal

It complements the Overview tab by letting you move from high-level appeal performance to transaction-level detail in a single step.

If Something Goes Wrong

If the Gifts list can’t load, the tab displays an error state instead of partial or incomplete data.

If this happens:

  • Refresh the page.

  • If the issue persists, wait a few minutes and try again.

  • If it continues, contact Blackbaud Support.