Maintain Gifts Window

 

This window is also opened from the Process Gift Groups window.

This window allows you to create a new Gift Group and/or enter and edit gifts belonging to a particular Gift Group. You can identify and select a gift that you wish to edit, delete, or void or about which you wish to access donor information.

This window displays only one Gift Group at a time. The window may be populated or it may be empty.

You can select a particular Gift Group or an empty option from the Gift Group Number drop-down list or create a new Gift Group by clicking the Create Gift Group button.

If you select the Create Gift Group button, the Gift Group Number column is populated with the value in the GIFT_GPNUM_FILE.NEXT_GIFT_GP_NUM and the window is placed in Add mode so you can enter the next gift.

Gift Group Header

The following data columns are available for each Gift Group:

Group Origination

Gift Group Date

Control Amount

Amount Entered

Currency

Exchange Rate

Gift Group Details

The following information is available for each gift in the Gift Group:

Gift Number

Donor ID/Donor

Relation

Category

Gift Date

Amount

Gift Class

Options

After selecting a gift, the following options may be available from the right-click or Options menu:

Enter Gift

Edit Gift

Delete Gift

Void Gift

Donor Information

How To

Enter a New Gift

Void a Gift

Delete a Transaction

Void a Transaction

Enter a Non-Cash Gift

Change an Existing Gift

Delete a Gift

Move Prospects/Donors Through Proposal Stages