Common Elements Used for Gifts and Pledges

Select whether the donor is a person or an organization.

Displays the donor's ID or enables you to enter the ID of the donor to work with. The donor's name or description may appear to the right.

Displays the donor's name if it is a person, or description if it is an organization. The donor's highest priority constituent type may appear to the right.

Click to access the Search Criteria page where you can search for a donor.

See Searching for Records.

Click to paste a carried ID found using Search/Match functionality.

Select a type of credit the donor is receiving, such as Hard, Soft, Vehicle, and so on. Recognition types are defined by your institution, but always contain at least one hard credit type.

Select if the donor receiving recognition does not want public recognition for the gift. There is no automated process of anonymity in the system. However, the Anonymous check box on the Giving Profile is selected if any gift a donor makes is anonymous.

Enter any descriptive text to track about the gift or pledge.

Click to access the Maintain Sessions page where you can check expected and actual amount and balance the session.

Click to view or update the defaults you set for this session using the Session Defaults page.

Click to access the Session Details page where you can view information about all the transactions in the session. You can access specific transactions to update or delete them from this page.