Check your knowledge

Completed

Answer the following questions to see what you've learned.

1.

Which types of constituents can make gifts in Fundraising and Engagement?

Contacts only

Contacts and organizations

Contacts and households

Contacts, organizations, and households

2.

What information can be viewed from the Giving Details section of a contact or organization record?

A list of all transactions from the constituent’s giving history.

A summary of the constituent’s transactions for each year since their first donation.

A summary of the constituent’s transactions during the last five years.

3.

You learn that a donor is interested in the work your organization is doing on Maternal Health. Where would you record this in Fundraising and Engagement?

Add it to the list of Supporting Objectives on the contact record

Add it as a note on the timeline of the contact record

Create Maternal Health as a Primary Membership for the contact

You must answer all questions before checking your work.