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Applications > Donors and Gifts > Modify > Motivations

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Motivations


Motivations are used to represent what prompted the donor to give to a purpose. For example, Appeal  Letters, Campaign Drives, Advertisements, Special Programs,and so forth.  

Modify Motivations allows you to set up and edit information on your motivation.

This Section Includes:

Motivations Grid

Motivations Update

Basic Info. Tab

Notes Tab

Motivations Grid

 

The Motivations grid contains the following columns for each motivation:

Code:

Name:

Active:

Start Date:

Click the Edit  icon or double-click any motivation in the grid to edit the motivation. You can also click the Add New Motivation link to add a new donor (More Information).

 

Motivations Update

Motivation Code:

Name:

Basic Info. Tab

Valid Between Dates:

Active?:

# Correspondence Sent:

Cost:

Project:

Purpose:

Date First Gift:

Date Last Gift:

Notes Tab

Enter a note in the field provided if you wish.

Save/Cancel

Click the OK button to save the motivation, or click the Apply button to save the motivation and continue adding more motivations.