Introduction

Completed

Explore functionality to manage gifts in Fundraising and Engagement and learn how Fundraising and Engagement handles the processing of gift batches, receipts, refunds, and write-offs to:

  • Understand the types of gift batches and how to use them

  • Understand the purpose of receipt stacks and receipt logs

  • Create and generate receipt and thank-you letter templates

  • Refund a gift and write off a pledge