Gift Manager

You access the Gift Manager tab from the Gift section of the Navigator.

The Gift Manager Includes the following components, each in a separate tab:

  1. Gifts - to manage the flow of donations and acknowledgments.
  2. Batch Manager - to group gifts into batches for better control and for posting into accounting.
  3. Recurring Gift Manager - to set up recurring gifts and to make sure they are processed at the specified intervals.
  4. Matching Gift Manager - to ensure that expected matching gifts are received and correctly credited.
  5. Pledge Manager - to track outstanding pledges, send timely reminders, and understand expected cash flows.