Assign a Giving Number

Assign an individual's giving number to help identify their giving statement.

To assign a giving number on a profile's Giving tab, you need the View Individual Contributions permission.
To assign a giving number on a profile's Info tab, you need the Manage Giving Numbers permission. For more information, see Responsibilities.

Note: For more control over which numbers are assigned when you click Next Number , set up your giving number sequence before completing this task.

Locate and open a record.
Click the Giving tab or stay on the Info tab depending on your permission.
Within the Giving Number column, click and select Edit.
Enter a number, or, to assign the next available number in the database, click Next Number.
Click Apply.
If there is already a family member with a primary status (spouse, head, primary, and so on.) who has a giving number, a message displays asking if you want to display the couple's contributions together on both their giving tabs. If so, choose the giving number to connect them with.
Note: To view and print the respective contributions separately again, click , clear the check box next to the Shared Gifts, and click Filter.

What would you like to know more about?