Module 5: Campaigns, Appeals & Gift Structure
Module 6: Fundraising Transaction Processing
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Lesson 5.5 Activity

Practice connecting your Gift Pyramid by completing these 3 steps in your environment:

Locate the Link Gifts tool: Navigate to Transactions > Donations/Receipts. Select an Appeal from the drop-down, then visually locate the Link Gifts tool situated just above the Gift distribution grid.

Verify a Campaign Link: Navigate to Lists > Campaigns. Open your primary active campaign and verify which specific Fund it is linked to in the drop-down menu.

Assign Gifts to an Appeal: Navigate to Lists > Appeals and open an existing appeal. Scroll down to the Appeal Gifts section. Practice using the directional arrows to move a gift from the Available Gifts box to the Assigned Gifts box, then click SAVE.