Two tabs
All gifts
Every one-time contribution on file.
Recurring
Ongoing subscriptions. The tab shows a badge with the active count. See Recurring gifts.
The numbers at the top
Six stat cards summarize your giving at a glance:| Card | What it shows |
|---|---|
| YTD total | Raised this calendar year, and the number of gifts |
| Average gift | Across every gift on file |
| Largest gift | The biggest single gift, and who gave it |
| Most recent gift | The latest gift and its date |
| Unique donors | Distinct contacts with at least one gift |
| Active recurring | Subscriptions currently charging |
Finding gifts
Use the controls above the table to narrow the list:- Search by contact name
- Filter by Designation, Account, Method, or Type (contact type)
- Set an amount range (min/max) and a date range (start/end)
Reading a row
Each row shows the date, contact (click to open their profile), gift type, amount, method, designation, and account. The actions on the right depend on your permissions—edit, refund, or delete.Designations and Accounts are your own lists, managed under Data Management → Lookup Tables. A gift with neither shows a dash. See Lookup tables.
What you can do
Record a gift
Log a one-time contribution against any contact.
Edit, refund & delete
Correct details, issue a refund, or remove a gift.
Recurring gifts
Set up and manage ongoing subscriptions.
Donor self-service
Let donors manage their own recurring gift.

