This window offers you several options that may be performed for this donor's gift. Each area and button on the window is explained below, along with what happens when you click on it. Once the window is closed, the Gift Data Entry window is displayed along with any new transactions in the Details pane created as a result of using one or more of the buttons on this window.
Displayed are any instructions that have been recorded as part of the donor's information. You may add instructions for the donor using the Maintain Donor Receipt Instructions window.
This button is available if the donor has one or more relations specified on the Relationships window. Clicking the button opens the Select Relationships for Soft Credit window. Once you have selected a relationship that is to receive soft credit for this gift, then the word "Given" is displayed to the right of the button. If the donor has a spouse or other relationship identified, this button can be used.
If the donor has previously made a gift pledge that is still unfulfilled, then this button is available. Clicking the button opens the Select Pledges To Pay window. If an open pledge has been selected to be paid by this gift, then the word "Selected" is displayed to the right of the button.
This button is available if the donor has one or more companies specified on the Relationships window with the Employee relationship code. Clicking the button opens the Select Matching Company(s) window. Once you have selected a company that will match this gift, then the word "Selected" is displayed to the right of the button.
If you are entering a gift from a company or individual who matches gifts and one of their employees has already given a gift that is waiting to be matched, then this button is available. Clicking on the button opens the Select Open Matching Gifts window. When one or more gifts to be matched have been selected, the word "Selected" is displayed to the right of the button.
If this donor has given a planned gift, this button is available. Clicking the button opens the Select a Planned Gift window. When a planned gift has been selected against which this gift is applied, then the word "Selected" is displayed to the right of the button.
Click this button to open the Select Pledges To Pay window and pay another donor's pledge with the gift you are entering. To do this, change the ID Number of the donor or use the Advanced Search option on the Select Pledges to Pay window.