View 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

1. Choose the appropriate Filters:

• • 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.
  • Purpose: Either 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

2. 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:

• • • Purpose:
    • Begin Date:
    • Pledge:
    • Active:
    • This Year:
    • Last Year:
    • Prev. Years:
    • Balance:
  • Gift Summary:

• • • Date:
    • Check#:
    • Amount:
    • Deductible:
    • Non-Deductable:
    • SubDonor:
  • Detail Information:

• • • Date:
    • Purpose:
    • Check#:
    • Amount:
    • SubDonor:
  • Quarterly Summary Information:

• • • Purpose:
    • 1st Quarter:
    • 2nd Quarter:
    • 3rd Quarter:
    • 4th Quarter:
    • Total:
  • Statistics Information:

• • • Statistics:
    • Amount:
    • Date:
    • Purpose:

Updated February 18, 2025 21:41