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Adding Donor(s) to a Donor Group

There are a few way to add a donor or donors into a Donor Group

When adding a new donor

During the Add a donor process you will see the Add to Groups dialog box. Here you check the box next to the Donor Group(s) you want to add that donor into.

When editing a donor

Scroll down to the Development Details section. Check the box next to the Donor Group(s) you want to add that donor into.

From a SmartList(to add multiple donors at one time)

  • Go to Settings/Tools,Updates and Integration/Run a SmartUpdate
  • Choose the Add SmartList Members to Groups option
  • Choose a Donor SmartList and then choose the Donor Group(s) to add the entire list of donors into.

To add, edit or delete a Donor Group

Go to Settings/Fields,Lists and More/Change GiftWorks Built-In Fields/Donor Groups

You can also add a Donor Group when editing a Donor. Scroll down to the Development Details section and click on the Add Group button.

To choose a default Donor Group

Go to Settings/Organization Options and Setup/Change Default Values for GiftWorks Fields

Check the Group Name(s) to have set as the default value. Any donors added will be automatically assigned to those groups.

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