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See a donor's giving on their contact record

This guide shows you how to see what a member has given, right from their contact record — their lifetime and current-year totals, their largest and most recent gifts, and their recent gift list. It’s the place to answer “what has this person given us, and have we thanked them?”

Who can do this: Admins with the Fundraising or Finance role. Finance-role admins who hold reconciliation access — the permission to see who’s behind an anonymous gift — can also see the real name on an anonymous gift’s dedication.

Before you start

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  • Open the member’s record from your member list first.
  • Refunded gifts are already left out of the giving totals, so the numbers you see are the true amount kept.

Steps

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  1. Open the member’s record and select the Giving tab.
  2. Review the totals across the top: lifetime giving, this year’s giving, largest gift, first gift, last gift, and total number of gifts.
  3. If the member is part of a household, turn on Show household giving to add the household’s combined lifetime and current-year totals.
  4. Scroll to the gift list below the totals to see each recent donation, newest first, with its amount, fund, dedication, status, thanked state, and receipt number.
  5. To thank a gift you haven’t acknowledged yet, open its row menu and select Mark thanked.
  6. Choose a Method, add an optional Note, and confirm.

Verify

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You’ll know you’re in the right place when the totals grid and the gift list both show for this member. After you mark a gift thanked, its thanked badge changes to Thanked in place.

If something goes wrong

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  • The Giving tab isn’t there — your role doesn’t include donation access. Ask an org owner for the Fundraising or Finance role.
  • “No donations recorded” — this member hasn’t given yet. The totals show zeros, which is expected.
  • The Show household giving switch isn’t there — this member isn’t part of a household, so there’s nothing to combine.
  • “Couldn’t load household giving” — the base totals stay on screen. Select Retry to load the household numbers again.
  • A dedication shows “(hidden — anonymous gift)” — the donor chose to stay off the public donor list, so the tribute name is hidden unless you hold reconciliation access. The gift itself is still fully visible.
  • You can’t see this member’s whole history — the tab shows the most recent gifts, and a caption tells you how many of the total are shown. A full per-donor archive view isn’t available yet.
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