Review and update gift, pledge, and goal details

In this article:


Each gift, pledge, and goal is listed on the Fundraising tab:

gift_list.png

Gift listings also appear on the Constituent page within the Related activity list.

gift_activity.png

To view the details of any gift, pledge, or goal, click on the hyperlinked amount in either list. Click on the Edit or Delete icons to edit or delete the list.

Gift details

gift_details.png

The gift details show the constituent, amount, gift type, and all other relevant gift information. As with the gift entry form, the related information is listed in a column on the right. Campaign, fund, event, and appeal names are hyperlinked so that you can pull up the details for each.

You can edit or delete the gift from this page by clicking on Edit or Delete.

Related activity

As with constituents, the related activity section displays all activity listings that are directly connected with this gift. This includes any tasks, documents, or comments, as well as other related gifts (as in the example above).

Pledge details

pledge_details.png

The pledge details show the constituent, amount, amount due, write-off amount (and date if applicable), next payment date (if applicable), and all other relevant pledge information. As with the pledge entry form, the related information is listed in a column on the right. Campaign, fund, event, and appeal names are hyperlinked so that you can pull up the details for each.

You can edit or delete the pledge from this page, and you can also update the installments.

Related activity

As with constituents, the related activity section displays all activity listings that are directly connected with this pledge. This includes any payments and installments, tasks, documents, or comments, as well as other related gifts (as in the example above).

On the Pledge Details page, you can also add a new gift if you want to enter a payment and no installment is already present.

Goal details

Goal details show the ask amount, due date, request status, request date, and the related gift information (campaign, fund, appeal, event, and team member).

goal_details.png

Related activity

In the Related activity section, you can see all activity listings that are directly connected to this goal, including tasks, documents, and comments.

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