View Gift Details
  • 01 Sep 2023
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View Gift Details

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Article Summary

View Gift Details

Use the Gift details page to view more detailed information about a specific gift.

1. Select Gifts from the menu bar.

2. Under Gifts received, select open a gift's menu and select View details.

Note: Some features are only available to donor/advisors and to administrators viewing as advisors. If you are an administrator, go to Home and select View as advisor. For more information, see View DonorCentral as an Advisor.

View gift details

1. Under Gift detail, you can view who made the donation, the donor's address, a brief description of the gift, gift date and amount, any non-gift amount, and the FIMS reference number.

Note: To enable givers to have their memorial / tribute gift amounts suppressed, the Gift amount and Non-gift amount display as Anonymous when the gifts are viewed individually. However, the gift amounts are still included in the gift totals in the grids on the Funds page.

2. Under Distributions, you can view information about the total gift amount, how many funds the gift was distributed to, and the gift amount allocated to each fund.

View gift and pledge letters

How can I Upload Gift, Pledge or Grant Letters to DonorCentral?

Note: Depending on your site's configuration, you may not have access to this functionality.

  • If there are documents such as payment letters associated with a gift or pledge, you can view the files under Gift letters.
  • These letters which are generated in FIMS and then uploaded to DonorCentral provide information about when the gift or pledge payment was sent. The Uploaded date shows when the file was uploaded to DonorCentral from FIMS. Last modified indicates when the file was last saved prior to being uploaded to DonorCentral.
  • To view a document, you can download it either by selecting Download file from the file's menu or by selecting the file's name.

 


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