Gift Finder
- Robert Lenk
- Chris Barrett
- Nate Parsell
About gift finder
The gift finder allows you to search for donors and display their giving amounts.
Prerequisites
Required permissions
Module | Number | Description |
|---|---|---|
Alumni/Development | 958 | Use the gift finder |
Go to the gift finder
Go to Filters > Gifts.
Find gifts by project expense code
This feature will be included in a future release
You can use the gift finder to return gifts associated with a specific project expense code.
In the filter, you can enter all or part of a a PET code. Separate multiple codes with a comma.
The value “blank” can be inserted as a reason on gifts with no PET code, and works with the comma separated value logical operators (exclude blank, include blank.)
Send Results to Alumni Finder
For results which are individuals, the results may be sent to the Alumni Finder where additional criteria can be applied or actions such as sending emails may be initiated.
Select the results.
Click Send Selected to Alumni Finder.
Send Results to Org Finder
For results which are organizations, the results may be sent to the Organization Finder where additional criteria can be applied or actions such as sending emails may be initiated.
Select the results.
Click Send Selected to Alumni Finder.
