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Applications > Donors and Gifts > Getting Started

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Getting Started

 

There are several steps involved in getting Donors and Gifts ready for use.

Prerequisite – Company and Account information should be set up in General Ledger before continuing

Use the following general steps as a guide:

Set Up Company Preferences
 

Donor Information
 

Set Up Motivations
 

Set Up Purposes

 

Set Up Project Information

 

Set Up Relationship Types

 

Set Up Statement Design

 

At this point you are ready to enter Gifts.