results

Dashboard Knowledgebase

How do I see a list of people who left a gift? Can I download it?

There are a few ways to do this. The best and easiest way is to visit Legacy Gifts, which will show you a full list of anyone who has indicated they have left a gift to your organization in their will, trust or by beneficiary designation. You can download this list by clicking “Export.”

This will download a list of supporters who indicated they left a legacy gift to your organization. In order to download their survey responses, you must do that by campaign in the Data Center.

Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!