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Setting up Gift Memos

How to setup memos for your gifts

Cody Walton avatar
Written by Cody Walton
Updated over 10 months ago

You may be looking to add notes or memos to a particular gift or fund. This sounds like something that you could use the "Donor Memo" feature for!

While this can't be linked to a specific fund, you are able to enable this globally for donors so that they can let you know the details of their gift. Here's how you can enable that feature:

  1. Go to Giving Dashboard and log in

  2. Select Settings

  3. Navigate to Donor Memo and toggle the feature on

Donors will now be offered the opportunity to include a memo with their gifts. This will show up on all of your exports and reports in the Giving Dashboard.

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