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View an Individual's Giving History

See a specific contributor's giving history.

  • You must have the View Individual Contributions permission to perform this task.
  1. Locate and open the record you want to update.
  2. Click the Giving tab on the individual's profile.
    1. Optional: To view scheduled gifts, click Scheduled.
  3. Click the filter icon.
    1. For one-time gifts, select a Date Range and a Fund, then click Filter to narrow the list of gifts.
    2. For scheduled gifts, select a Recurrence Status to narrow the list of gifts.