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Use the Giving Detail tab to:

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Note: Always use pledge receipts for money received as part of a pledge, to ensure the receipt is linked to the pledge. See Creating new pledge receipts.

Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter.

Expand
titleOpening the Giving Detail tab

To open the Giving Detail tab:

  1. Select Module > Development > Development Maintenance from the main menu.
    The Set Development Search Criteria window is displayed.
  2. Select the donor or prospect. See Searching for donors and prospects.
    The Personal tab of the Development Maintenance window is displayed.
  3. Click the Giving Detail tab.
    The Giving Detail tab of the Development Maintenance window is displayed.

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  • primary contact on the left-hand side
  • spouse on the right-hand side, if applicable.

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Field

Description

Date

Date that the gift was received.

Appeal

Appeal that the gift is being made in response to.
See What is an appeal?

Fund

Fund used to determine where the gift is to be directed to when it is received.
See What is a fund?

Amount

Amount received from the donor.

Joint Name

Name of the person who the gift is made jointly with, if applicable.
If the gift is made:

  • solely by the primary contact, the field is blank
  • jointly with the spouse, their first name is shown
  • jointly with another community member, their name is shown.

Pledge Date

Date that the pledge was made, if applicable.

Name

Name or names used in communications for the gift being made. If the gift is made:

  • solely by the primary contact, their title, initials and surname are displayed
  • jointly with the spouse, both their titles and initials, and surname are displayed
  • jointly with another community member, both their names are displayed.


    Note: If a foundation is being used by the contact at the time the gift is made, the foundation name is displayed.

Receipt

Receipt number issued.

Joint ID

Synergetic ID of the person who the gift is made jointly with, if applicable.

Appeal Description

Description of the appeal that the gift is being made in response to.

Fund Description

Description of the fund which the gift is directed into.

...

  • left-hand side if the:
  • primary contact makes the gift
  • couple make the gift jointly
  • primary contact and another community member make the gift jointly.
  • right-hand side if the:
  • spouse makes a payment relating to an existing pledge
  • spouse and another community member make the pledge jointly.

...

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Note: This button is only active if there are items in the grid.

Button

Description

Add receipt for a one-off gift not received as a pledge. This allows you to create a new gift using the New Gift window.
See Creating new gifts.

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Modify the highlighted item.
The window is almost identical to the New Gift window. See Creating new gifts.

Note: This button is only active if there are items in the grid.

Delete the highlighted item.

Note: This button is only active if there are items in the grid.

Preview the donor receipt.

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