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    Detailed Gift History by Fund Report
    • 26 Dec 2024
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    Detailed Gift History by Fund Report

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    Article summary

    Detailed Gift History by Fund Report

    This report lists the historical Gifts for each Fund. The report is automatically sorted and subtotaled by Fund, and you can make selections based on Fund fields.

    The Fund ID, Fund Name, and Date Established appear at the top of each set of Fund Gifts.

    Totals and summary statistics are printed at the end of the report.

    NOTE: You can access this report from anywhere in FIMS by selecting Reports > Gifts > Detailed Gift History by Fund.

    Detailed Gift History by Fund


     Detailed Gift History by Fund Fields

    Field

    Description

    Donor

    The Donor’s report name.

    Amount

    The Gift Amount that was applied to the Fund.

    Date

    The date when the organization took ownership of the Gift.

    Comment

    The text that was entered in the Gift Comment field (on the Gift tab).

    Prin-Inc

    Indicates whether the Gift was a Gift to Principal or a Gift to Income.

     


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