Specifying Giving Type
Giving types allow donors to specify Pledges on someone else's behalf. Available options include Standard, In Recognition Of, In Memory Of, and In Honor Of.
- Open the Pledges record, if not already opened.
- Select the Giving Type tab.
- Select the Giving Type from the drop-down list.
- Depending on the type selected, enter the person on whose behalf the pledge is being made.
- The In Recognition Of, In Honor Of, and In Memory Of fields link to the Persons service.
- Enter a Giving For Description.
- Save the Pledges record.
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