Gift Amounts
When you add or edit a gift, you can save several amounts — in addition to its total — to track how it applies to your fundraising efforts or who to credit for its acquisition.
Note: Only one-time cash gift amounts are editable.
Receipt amount
Under Acknowledgements and receipts on the gift's record, you can view the receipt amount. It is the gift amount minus the value of any benefits the donor received. For more information, see Acknowledgements and Receipts.
Total benefit amount
When you edit a gift's amount, you can view the total benefit amount. It is the sum of all benefits associated with the gift. The gift amount can't be less than the total benefit amount.
Tip: To edit a gift's benefits, select Benefits on the Gifts tab of its record in the database view.
Gift split amount
Under Fundraising details on the gift's record, you can view how its total amount is applied across separate campaigns, funds, and appeals. For more information, see Split Gifts.
Soft credit amount
Under Soft credits on the gift's record, you can view its soft credits, which recognize someone other than the donor — such as a spouse or family foundation — for all or part of the gift. For more information, see Soft Credits.
Fundraiser credits
Under Credited to on the gift's record, you can view each fundraiser — such as a
On a gift's record, you can update its total amount, receipt amount, soft credits, and fundraising credits.
Edit one-time cash gift amounts
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On the gift record, select Edit, Gift amount.
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Under Gift amount, change the total amount of the gift.
Note: The total gift amount can't be less than the Total benefit amount.
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To change the amount of the gift on its receipt, select Change receipt amount.
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To support multiple fundraising efforts with the gift, select Edit gift splits under Gift splits and choose how much to apply to each. For more information, see Split Gifts.
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To choose who influenced the donor to give the gift and how much of it to recognize them for, add or delete a soft credit under Soft credits. For more information, see Soft Credits.
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To add new soft credits, select Add a soft credit, and then search for and select who to credit, and enter how much of the gift's amount to recognize them for.
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To delete a soft credit, select its Delete
.
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To choose who to recognize for cultivating the gift — such as staff or board members — and how much credit they receive, add or delete a fundraiser credit under Fundraiser credits.
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To add new fundraiser credits, select Add a fundraiser credit and then search for and select who to credit, and enter how much of the gift's amount to recognize them for.
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To delete a fundraiser credit, select its Delete
.
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Select Save.