Linked Gifts

Track the effectiveness of each opportunity by saving which gifts result from the effort. On an opportunity's record, select the Funded, Committed, or Received amount under Funding to open a flyout of the gifts linked to that amount.

Note: Linking a pledge payment or recurring gift payment to an opportunity does not automatically update the Funded amount. This prevents double-counting.

Note: You can't link a new recurring gift to an opportunity. Link its individual payments instead. Recurring gifts already linked to an opportunity aren't affected, and you can still remove or edit those existing links.

Tip: Include linked gifts in the opportunity's Funded amount. For information, see Opportunity Funding Amounts.

Link a Gift to an Opportunity

In the database view, link a gift to an opportunity from either the gift record or the proposal record.

To link from the gift record:

1. Select Gift, Links, Proposal from the menu bar.

2. Choose which of the donor's opportunities to link to the gift.

3. Enter how much of the gift to apply to the opportunity.

4. Select OK.

To link from the opportunity’s proposal record:

1. Select Link to Gift on the General tab.

2. Select or enter the gift.

3. Select Save and Close.

4. Save how much of the gift to apply to the opportunity.