Linked Gifts

To track the effectiveness of an opportunity, we recommend you save which gifts result from the effort. On an opportunity's record, you can view the gifts linked to an effort — including the type, date, amount, and fund of each — under Funding. To open the record of a gift, select its amount. To view details about the gifts linked to a list of opportunities, include the Gifts column.

Tip: We recommend you include linked gifts in the opportunity's Funded amount. For information, see Opportunity Funding.

In the database view, you can link a gift to an opportunity from the record of either the gift or the proposal.

  • On the gift's record, select Gift, Links, Proposal from the menu bar; choose which of the donor's opportunities to link to the gift; enter how much of the gift to apply to the opportunity; and select OK.

  • On the opportunity's proposal record, select Link to Gift on the General tab, select or enter the gift, select Save and Close, and then save how much of the gift to apply to the opportunity.