Development Maintenance - Giving Detail tab

Modified on Mon, 20 Apr at 12:06 AM

Use the Giving Detail tab to:

add donations received from the:
primary contact
spouse
primary contact and their spouse jointly
primary contact and another community member jointly.
maintain details of donations.

Note: Always use pledge receipts for money received as part of a pledge, to ensure the receipt is linked to the pledge. See Creating new pledge receipts.

Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter.

Opening the Giving Detail tab

To open the Giving Detail tab:

Select Module > Development > Development Maintenance from the main menu.
The Set Development Search Criteria window is displayed.
Select the donor or prospect. See Searching for donors and prospects.
The Personal tab of the Development Maintenance window is displayed.
Click the Giving Detail tab.
The Giving Detail tab of the Development Maintenance window is displayed.

Development Maintenance - Giving Detail tab key fields and buttons
Grid area fields
Two sets of grid areas are displayed. One for the:

primary contact on the left-hand side
spouse on the right-hand side, if applicable.

Field	Description
Date	Date that the gift was received.
Appeal	Appeal that the gift is being made in response to. See What is an appeal?
Fund	Fund used to determine where the gift is to be directed to when it is received. See What is a fund?
Amount	Amount received from the donor.
Joint Name	Name of the person who the gift is made jointly with, if applicable. If the gift is made: solely by the primary contact, the field is blank jointly with the spouse, their first name is shown jointly with another community member, their name is shown.
Pledge Date	Date that the pledge was made, if applicable.
Name	Name or names used in communications for the gift being made. If the gift is made: solely by the primary contact, their title, initials and surname are displayed jointly with the spouse, both their titles and initials, and surname are displayed jointly with another community member, both their names are displayed. Note: If a foundation is being used by the contact at the time the gift is made, the foundation name is displayed.
Receipt	Receipt number issued.
Joint ID	Synergetic ID of the person who the gift is made jointly with, if applicable.
Appeal Description	Description of the appeal that the gift is being made in response to.
Fund Description	Description of the fund which the gift is directed into.

Buttons
Two sets of buttons are available. Depending on who is making the gift, use the buttons on the:

left-hand side if the:
primary contact makes the gift
couple make the gift jointly
primary contact and another community member make the gift jointly.
right-hand side if the:
spouse makes a payment relating to an existing pledge
spouse and another community member make the pledge jointly.

Button	Description
	Add receipt for a one-off gift not received as a pledge. This allows you to create a new gift using the New Gift window. See Creating new gifts.
	Modify the highlighted item. The window is almost identical to the New Gift window. See Creating new gifts. Note: This button is only active if there are items in the grid.
	Delete the highlighted item. Note: This button is only active if there are items in the grid.
	Preview the donor receipt. Note: This button is only active if there are items in the grid.