Donor and Gift Management Toolbar

Creates a new e-mail message addressed to the selected Donor Profile (if the Profile record contains an e-mail address).

Note: If you have e-mail addresses for both the main Profile and the Partner, clicking this button will open a confirmation window where you can determine whether you want to send the message to the main Profile, the Partner, or both. Refer to Sending Email to a Profile in the Profile Management module for more information.

Note: If you want to send an e-mail to multiple Profiles, you can run the Address Listing with Labels and Email report and send the message directly from the report.

Opens a Windows folder where you can store additional information about Donors and Gifts, including word processing documents, faxes, scanned documents, and images. The folder is automatically created on your system the first time you click the Gift/Donor Folder button.

Note: Do not create the Donor and Gift folders on your own through Windows. Let FIMS create and name them when you click the Gift/Donor Folder button.

Note: The Gift Folder is a subdirectory within the Donor’s Profile Folder.

If you click the button while the Donor or Promises supertab is selected, the selected Donor’s Profile Folder opens. If you click the button while the Unposted Gifts or Gift History supertab is selected, the Gift Folder opens, where you can store information about the specific Gift.

Opens a new, blank Gift record. Unlike the New button on the far left of the toolbar, this button is not context sensitive and will open a new Gift regardless of which kind of record is being viewed.

Refer to Entering Gifts for more information.

Tip: You can also open a new Gift record by pressing Alt+Ctrl+G on your keyboard.

Opens a new, blank Donor/Prospect record. The new Donor record must be linked to an existing Profile record. Unlike the New button on the far left-hand side of the toolbar, this button is not context sensitive and will open a new Donor record regardless of which kind of record is being viewed.

Refer to Creating a Donor Record for more information.

Tip: You can also open a new Donor/Prospect record by pressing Alt+Ctrl+D on your keyboard.