Copy & Create New Gift Record within Constituent Record Giving History

Our Foundation has multiple donors who typically donate the same amount each year to three separate funds. RAther than having a recurring gift created for each of these potential gifts (we may not be certain they give next year) it would be SO MUCH MORE EFFICIENT to be able to copy a gift record & create a new one, adjust the gift dates, etc and save. Instead I have to re-enter the gift 3 times for the 3 different funds they give to.

  • Allison Dickerson
  • Feb 17 2026
  • Reviewed: Voting Open
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