Fund Record Gifts

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

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

  • Which gifts are contributing to this fund?

  • Who gave, how much, and when?

  • Are there any gifts missing, miscoded, or misattributed?

The Gifts tab gives you fast, reliable access to fund-specific gift data using a familiar list experience. By keeping the fund 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 fund you’re currently viewing. The fund filter is applied automatically and can’t be changed, so you’re always working with 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

  • Appeal

  • 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 viewing data.

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

  • Review recent reports tied to the fund

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

Your list interactions and column choices are remembered independently for:

  • Fund gifts views

  • Campaign gifts views

  • Appeal gifts views

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

When To Use The Gifts Tab

The Gifts tab is especially useful when you need to:

  • Review fund-specific gift activity without leaving the record

  • Investigate attribution or allocation issues

  • Prepare exports focused on a single fund

  • Validate totals shown on the Overview tab

It complements the Overview tab by letting you move from high-level performance metrics 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 continues, wait a few minutes and try again.

  • If the problem persists, contact Blackbaud Support.