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gift entry » trusts (RSS)
  • Adding the "Pay Method" options

    Question: I'd like to add to the options we have under "Pay Method" -- in addition to Personal and Business check, I would also like to list Trust Fund Check... I have administrative rights and have tried to merely type into the field but it won't let me and I can't find anything...
    Posted to Forum by Patricia Greenhalgh on 08-27-2009
  • A trust gift

    We got a pledge payment from a donor's trust. Say the donor is Mr. Jon Smith. The check is from Jon Smith Trust 2. Do I need to create a separate record for this trust and enter the gift on that record or can I enter it on the donor's individual record and put it towards their pledge? I don't...
    Posted to Forum by Melissa Walker on 12-08-2008
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