Donor and Gift File Maintenance Menu

Updated on 09 Jan 2024
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Donor and Gift File Maintenance Menu

This section provides a basic description of the File Maintenance menu options. Refer to File Maintenance – Donors and Gifts for more information on maintaining these files.

Note: This section does not include information about File Maintenance options for Stock Gifts. Refer to the Stock Gift File Maintenance Menu for information about these menu options.

Menu Option	Function
Gift Import	Runs a utility that allows you to import gifts from an external source directly into FIMS. This process reduces the amount of manual data entry, in turn reducing the potential for errors. It is useful if, for example, your organization accepts credit card gifts online and you have a spreadsheet containing the gift information. Refer to Importing Gifts for more information.
Donor and Gift Code Maintenance	Opens a sub-menu where you can select from a list of code tables that you want to update. Donor and Gift code tables include Donor Class, Occupation, Solicitor, Staff, Source, Acknowledgement, Purpose, Donor Rank, Gift Type, Ethnic, and Match.

Menu Option

Function

Gift Import

Runs a utility that allows you to import gifts from an external source directly into FIMS. This process reduces the amount of manual data entry, in turn reducing the potential for errors. It is useful if, for example, your organization accepts credit card gifts online and you have a spreadsheet containing the gift information.

Refer to Importing Gifts for more information.

Donor and Gift Code Maintenance

Opens a sub-menu where you can select from a list of code tables that you want to update.

Donor and Gift code tables include Donor Class, Occupation, Solicitor, Staff, Source, Acknowledgement, Purpose, Donor Rank, Gift Type, Ethnic, and Match.

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File Maintenance – Donors and Gifts