• Funds Management Content Map
• Funds Management Programs
  • Funds Management Programs Pages
    • Funds Management Programs-Search Page
    • Funds Management Programs-Details Page
    • Funds Management Programs-Campaigns Page
    • Funds Management Programs-Appeals Page
    • Funds Management Programs-Gifts Page
  • Configuring Programs
    • Creating a Program
    • Adding a Campaign to a Program
    • Adding an Appeal to a Campaign
    • Modifying a Program, Campaign or Appeal
    • Deleting a Program, Campaign or Appeal
    • Tracking Program Pledges and Donations
• Funds Management Funds
  • Funds Management Funds Pages
    • Funds Management Funds-Search Page
    • Funds Management Funds-Details Page
    • Funds Management Funds-Gifts Page
  • Configuring Funds
    • Creating a Fund
    • Deleting a Fund
    • Tracking Fund Gifts
• Funds Management Gifts
  • Funds Management Gifts Pages
    • Funds Management Gifts-Search Page
    • Funds Management Gifts-Details Page
    • Funds Management Gifts-Calendar Page
  • Configuring Gifts
    • Creating a Gift
    • Adding Gift Points
    • Managing Gift Calendar Entries
      • Creating a Gift Calendar Entry
      • Modifying a Gift Calendar Entry
      • Deleting a Gift Calendar Entry
    • Suggesting a Gift
    • Modifying a Gift
    • Deleting a Gift
• Example Fundraising Program
• Tax Receipts and Thank You Letters
  • Installing the Mail Merge Plug-In
  • Creating a Mail Merge Template
  • Configuring Mail Merge Templates
  • Configuring a Default Tax Receipt Template
  • Configuring a Default Thank You Letter Template

The following sections describe how to work with gifts:

• Creating a Gift: Describes how to create a new gift.
• Adding Gift Points: Describes how to add points to a gift and how to create gift point versions.
• Managing Gift Calendar Entries: Describes how to configure the gift's calendar information (i.e. roles, time frames, appeals, funds).
  • Creating a Gift Calendar Entry: Describes how to create a new gift calendar entry.
  • Modifying a Gift Calendar Entry: Describes how to modify an existing gift calendar entry.
  • Deleting a Gift Calendar Entry: Describes how to delete an existing gift calendar entry.
• Suggesting a Gift: Describes how to configure a gift so that it is suggested to customers.
• Modifying a Gift: Describes how to modify an existing gift.
• Deleting a Gift: Describes how to delete an existing fund.

To set default gift rules, refer to Configuring Gift (Donation) Settings.