Recording Historical Donations

When setting up GiftWorks, it is possible to enter a beginning balance entry, to track historical donations You can enter a historical balance by entering a donation with the campaign, appeal and fund names set to reflect the historical balance forward. Consult your accountant as to if or how these donations will be posted. You might want to pick a uniform date for the donations or, use the date of the donor last active gift, if you know it.

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