Contributions

With contributions, you can track a constituent's philanthropic gifts, political contributions, and other giving to organiz ations outside your own. Use this information along with other prospect research to build a complete picture of the constituent's giving history and estimate their capacity and likelihood to give.

With Prospect Research Management, you can manage a constituent's contributions under Prospect management on their record. For each contribution you add, you can record the organization, organization type, amount, date, reason, and comments.

View Contributions for a Constituent

Under Contributions, you can view the constituent's total Philanthropic gifts, Political contributions, and Other gifts. These totals update automatically whenever you add, edit, or delete a contribution.

Add a Contribution

On the record of the constituent, select Edit, Contributions under Prospect management.
Select Add.
In Organization, search for and select the organization. If the organization doesn't exist as a constituent record, you can enter its name as free text instead.
In Organization type, select the type of organization, such as Medical, Education, Environmental, or Youth development.
In Amount, enter the gift amount.
In Date, select the date of the contribution.
In Reason, enter why the constituent made the gift, such as "Cancer wing."
In Comments, enter notes about the contribution.
Select Save.

Tip: Don't see this option? Contact your system admin for rights to make this type of change.

Note: Amount and Date display according to your organization's configured locale settings, not your browser or user locale.

Edit a Contribution

On the record of the constituent, select Edit, Contributions under Prospect management.
Select the contribution to update.
Update the fields as necessary, and select Save.

Delete a Contribution

On the record of the constituent, select Edit, Contributions under Prospect management.
Select the contribution to remove, and select Delete.
Confirm the deletion.