Handle, Print & Export Gifts
Giving managers can process gifts and mark them as handled. Handled gifts are stored in the database but will not come up in the list of new donations.
Please review this information before processing your gifts:
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Select School website, Content, Giving, and then Online gifts.
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Use the filter options to select a form and select View.
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Select Edit next to a donor's name to view the gift details. Select Handled and then Save & Exit to mark a gift as handled.
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To mark multiple gifts as handled at once, return to View online gifts, select multiple gifts, and then select Update to mark them as handled.
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Select School website, Content, Giving, and then Online gifts.
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Use the filter options to select a form.
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Use the filter options to selectHandled or Not Handled gifts.
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Select View.
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Select a donor's name to view the gift details.
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Select the Word or PDF icon in the upper right-hand corner to open or save the file.
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Select School website, Content, Giving, and then Online gifts.
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Use the filter options to select a form.
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Use the filter options to select Handled or Not Handled gifts.
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Select View.
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Select the Word or PDF icon to open or save the file. Each gift prints on a separate page.
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Select School website, Reporting, and then Reports.
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In Category, choose Giving Reports under Forms / Commerce.
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Select Run next to the report you would like to generate.
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Choose from the available filter options and select Generate Report.
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Select Export Data to Excel, View/Print PDF or View/Print Word.