Gifts

Watch this video to learn how to add/document a new gift in your GiveSmart Donor CRM account. Steps to add a gift record From the Quick Actions container within the dashboard, click RECORD A GIFT Select a donor  Add ...

Gifts can be bulk edited to delete gifts, add/change available fields or remove fields.   Locate the bulk action feature by selecting Gifts from the left navigation, and choose Gift Listing from the dropdown.  To apply an adva...

To embed a DonorCRM form within your existing webpage, you will need to share the code found below with your web designer.   Once an online form is created within DonorCRM, the URL generated from the form can be placed into the block of code...

Add a New Pledge A pledge is a financial contract between a donor and charity/organization that the donor promises to make payment on in the future.   Select Pledges section on the left navigation bar   Click on Add ...

Create in honor or in memory gifts within GiveSmart Donor CRM.  Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to the 2nd section of the gift e...