Gift Fundraising Details

To respect the donor's intent and enable fundraising analysis, you can view information about a gift's value and application — and how you asked for it — under Fundraising details on its record.

In the Campaign field, you can view the overall fundraising effort or initiative the gift applies to, such as operating expenses, a new building, or an endowment.

Note: For a gift used across multiple campaigns, a breakdown of the splits appears, including how much — as both the amount and percentage — applies to each. For more information, see Split Gifts.

For details about a campaign, select its name to open its record. For more information, see Campaigns.

In the Fund field, you can view the specific cause or financial purpose the gift applies to, such as the landscaping for a larger building campaign.

Note: For a gift used across multiple funds, a breakdown of the splits appears, including how much — as both the amount and percentage — applies to each. For more information, see Split Gifts.

For details about a fund, select its name to open its record. For more information, see Funds.

For information about how you asked for the gift:

  • In the Appeal field, you can view the solicitation used to bring in the gift, such as a specific direct mailing or phonathon. For details about the appeal, select its name to open its record.

  • In the Package field, you can view the specific targeted content and items included in the appeal, such as simple letterhead or a glossy color brochure.

For more information, see Appeals.

Tip: In the database view, you can manage the gift's campaigns, funds, appeal, and package on the Gift tab of its record.

From a gift's record, you can manage its fundraising details as necessary.

Note: Only one-time cash gift amounts are editable.

  1. On the gift record, select Edit, Gift amount.

  2. Under Gift splits, choose how to apply the gift and how you acquired it.

    • To apply the full gift amount toward a campaign, fund, appeal, or package, choose it under Gift splits.

    • To apply the gift toward multiple campaigns, funds, and appeals, select Split this gift and select the additional ways to track it. For more information, see Split Gifts.

  3. Select Save.