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Applications > Donors and Gifts > View > Posted Gifts

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Posted Gifts


 

View Posted Gifts allows you to view and print Posted Gift information at any time.

This Section Includes:

Filters

View Posted Gifts Grid

 

Filters

 

The options available in the Filters area are:

Name: Brings up the Person Search window where you can search for the name.

Envelope Number: You may enter an envelope number here.
NOTE: Normally this field would be used in place of the Name filter. If you use the Name filter and Envelope Number filter at the same time, you run a much higher risk of seeing “No records to display.” Therefore, it is recommended to use either the Name filter or the Envelope Number filter.

Date Range:

Motivation: Either start typing the name of the motivation, and then choose from the pick list or type an "*" to list all motivations.

PurposeEither start typing the name of the motivation, and then choose from the pick list or type an "*" to list all motivations.

Purpose Types: All, Non Tax Deductible, or Tax Deductible

Pledge Status: All, Active, Inactive, or Not Associated With Pledge

 

Click the Search button to display the results or the Clear Filters link to reset all filters.

 

View Posted Gifts Grid

1.          Choose the type of view.

Pledge Summary:

The grid displays Gift activity matching the selected filters with the following columns.

Purpose:

Begin Date:

Pledge:

Active:

This Year:

Last Year:

Prev. Years:

Balance:

Gift Summary:

The grid displays Gift activity matching the selected filters with the following columns.

Date:

Check#:

Amount:

Deductible:

Non-Deductable:

SubDonor:

Detail Information:

The grid displays Gift activity matching the selected filters with the following columns.

Date:

Purpose:

Check#:

Amount:

SubDonor:

Quarterly Summary Information:

The grid displays Gift activity matching the selected filters with the following columns.

Purpose:

1st Quarter:

2nd Quarter:

3rd Quarter:

4th Quarter:

Total:

Statistics Information:

The grid displays Gift statistics (First Gift, Largest Gift, Last Gift, Number Gift, and Average Gift) matching the selected filters with the following columns.

Statistics:

Amount:

Date:

Purpose: