Gifts

The primary goal of your fundraising efforts is the money you raise toward your mission. As you develop successful relationships and solicitations, you should receive many charitable gifts. To help determine the effectiveness of your solicitation process and donor engagement, you can add new gift records and then analyze constituent giving from Work Center or a constituent's record. To open the record of a specific gift, select its amount in a list or on a record.

Manage a list of gifts

To analyze giving toward specific campaigns or received during a specific time period, you can create a list of gifts that meet the criteria you choose.

For more information, see Lists and List Filters.

Tip: In Work center, you can view and manage only gifts received from constituents you work with as a fundraiser. For more information, see Work Center.

Note: It may take at least 30 minutes for new or updated gift information to appear in lists.

View a summary of a constituent's gifts

From a constituent's record, you can view the details of their giving, including their lifetime giving and total amount received. You can also view all of their giving historyfor a deeper analyzis.

1. Find the constituent whose giving you want to view.

   • Use Search to find the constituent, or

   • Create a list of constituents from Constituents, Constituent lists.

2. Under Giving, you can view the details of their giving.

3. To view their full list of gifts, under Giving history, select Work with gifts.

Tip: With Prospect Research Management, you can set goals for how much you want to raise and create plans — or opportunities — to guide your efforts. For more information, see Opportunities.

Note: To help protect donor information, gifts and totals include only giving you should view based on the funds they apply to or the constituent codes of their donors. For more information about security by fund or constituent code, see Record Security.