The Donor Maintenance document includes the Edit Donor Record tab. The system automatically enters data into both the Old and New sections in this tab. Selected data fields are available for editing.
Edit Donor Record tab definition
Description | |
Donor ID |
Required when initiating a document; otherwise, display only. The code that uniquely identifies a specific donor within the KFS Endowment module. The person represented by the donor ID receives the annual donor endowment statement. |
First Name |
The first name of the donor or the donor organization name. |
Middle Name |
The middle name (or initial) of the donor. |
Last Name |
The last name of the donor. |
Address Line 1 |
The first line of the donor's address. |
Address Line 2 |
The second line of the donor's address. |
Address Line 3 |
The third line of the donor's address. |
City |
The city in which the donor resides. |
State |
The state in which the donor resides. |
Country |
The country in which the donor resides. |
Postal Code |
The zip code or postal code for the area in which the donor resides. |
Phone Number |
The donor's phone number. |
Individual Salutation |
The preferred salutation to be used for this donor when correspondence is directed to the donor as an individual. |
Individual Mail Label |
The preferred mailing label to use for this donor when correspondence is directed to the donor as an individual. |
Joint Salutation |
The preferred salutation to use for this donor when correspondence is directed to the donor jointly with another donor. |
Joint Mail Label |
The preferred mailing label to use for this donor when correspondence is directed to the donor jointly with another donor. |
Development Officer |
Your institution's primary development officer assigned to this donor. |
Deceased Date |
If the donor is deceased, the date of the donor's death. Enter a date or select it from the calendar . |
First Corporate Contact |
If the donor is a corporation, the primary contact within the corporation for information regarding contributions. |
First Contact Title |
If the donor is a corporation, the title of the individual listed as the first corporate contact. |
Second Corporate Contact |
If the donor is a corporation, the secondary contact within the corporation for information regarding contributions. |
Second Contact Title |
If the donor is a corporation, the title of the individual listed as the second corporate contact. |
Comments |
Additional comments providing further direction for anyone referencing this Donor record. |
Active Indicator |
Indicates whether this Donor record is active or inactive. Remove the check mark to deactivate this Donor record. |
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