Maintain Donor Giving Clubs Window

Work with Relationships window: Tree View | right-click and choose Giving Clubs button

This window allows you to view and edit the giving clubs to which a donor belongs. Giving club information is automatically maintained and updated by the system when gifts are entered into the Development/Alumni module. However, you can also use this window to manually enter and maintain a donor's giving club relationships and levels.

The giving clubs are stored in the DONOR_CLUB_SUM table and displayed by Year and Club Code; however, you can change the sorting order if you wish.

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How To

1. Open the Work With Relationships window.

2. Enter the appropriate ID Number, and press Enter.

3. Choose Giving Clubs from the right-click or Options menu.

4. The Maintain Donor Giving Clubs window opens displaying the list of clubs to which the donor belongs (if any).

5. You may not add a giving club to a donor using the Maintain Donor Giving Clubs window; however, you can overwrite information about the club for the donor. This information is maintained by their giving and the giving clubs defined at your organization.

6. If you changed information on the window, Save.

1. Open the Gift Data Entry window.

2. Choose Donor Info from the right-click or Options menu.

3. Click the Giving Clubs button on the Development/Donor Information window.

4. The Maintain Donor Giving Clubs window opens and lists the clubs to which the donor belongs (if any).

6. If you changed information on the window, Save.