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Onboarding → Onboarding Intermediate

Viewing Gifts (GI101)


Description
In this module you will learn how to view:

Outstanding pledge balances
Gift, pledge and matching gift receipts
Annual giving totals, pledges and payments
Corporate giving summaries and matching gifts

Also included:
How to do an allocation lookup, allocation transaction lookup and allocation school lookup
Calculating cash gifts
Content
  • Viewing Gifts
  • Knowledge Check: Viewing Gifts
Completion rules
  • All units must be completed
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