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Applications > Donors and Gifts > Getting Started





Getting Started


There are several steps involved in getting Donors and Gifts ready for use.

Prerequisite – Company and Account information should be set up in General Ledger before continuing

Use the following general steps as a guide:

Set Up Company Preferences

Donor Information

Set Up Motivations

Set Up Purposes


Set Up Project Information


Set Up Relationship Types


Set Up Statement Design


At this point you are ready to enter Gifts.