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What's New In DonorCentral - 9/12/18 Release

With this release, you now have the ability to view gift history information and gift details. Check it out!
Gifts functionality now available

The Gifts functionality available in this release enables you to view gift history information and individual gift details for all gifts made through FIMS — by you or others — to any of the funds you advise, as well as for gifts you made to other funds.

To view gift information, select Gifts from the menu bar. Under Gifts received, each gift's amount, gift date, FIMS reference number, donor name, fund name(s), and status (Pending or Processed) is shown. In the Gift totals by year bar graph, you can see your gift totals for the last ten years, and by hovering over each bar, you can see the exact gift total by year. A summary at the top of the page displays the total amount received and the total number of gifts.

Note: If enabled on your site, you can also view online gifts that you've submitted, but that haven't yet been received by FIMS.


If you only want to view information for your gifts — gifts you've made to funds that you don't advise — you can select the My gifts only filter. The gift summary values at the top of the page, the gifts listed under Gifts received, and the totals in the bar graph are updated to only include your gifts.

You can also view more detailed information about a specific gift by selecting View details from its menu. Under Gift detail, additional details about the gift — such as the donor’s name, gift description, and any non-gift amount — are shown. Under Distributions, you can see the gift amount allocated to each fund and if the gift was distributed to multiple funds.


Note: To enable givers to have their honorary / memorial gift amounts suppressed, those gift amounts display as Anonymous when the gifts are viewed individually; however, those gift amounts are still included in the gift totals —  for Gifts, Non-gifts, Pledges paid, and Pending gifts — shown on the Funds page.

Hide donor information for gifts

To prevent advisors from viewing other donors' personal information, admins can now specify to hide donor names and/or addresses. From Control panel, Settings, Options, under Gifts, you can select Hide other donors' names and/or Hide other donors' addresses.

Note: By default, these options are not selected.

When you select these options, donor names and/or addresses display as blank on the Gifts page, the Gifts details page, and in the gifts grids on the Funds page — for GiftsNon-giftsPledges paid, and Pending gifts. The name and address of the advisor viewing the information will still be shown for any of the advisor's own gift donations.

Posted by Sandra Stagner on Sep 11, 2018 4:30 PM America/New_York

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