Automatically marking each gift as anonymous:

  1. Mark the Gives anonymously checkbox on the Bio 1 tab or Org 1 tab of the constituent record and select File, Save from the menu bar to save the change
  2. When adding a new gift for this constituent, the Gift is anonymous checkbox on the Miscellaneous tab of the gift record is automatically marked

Notes:

  • If the name of the donor is unknown, create a constituent record with the last name of 'Anonymous' and add gifts to it
  • If a pledge is marked as anonymous, all pledge payments made to that pledge are marked as anonymous as well. If the pledge payment should not be marked as anonymous, unmark the 'Gift is anonymous' checkbox on the Miscellaneous tab of the gift.

Manually marking each gift as anonymous or to mark a single gift as anonymous:

  1. Do not mark the Gives anonymously checkbox on the Bio 1 tab or Org 1 tab of the constituent record
  2. When adding an anonymous gift, mark the Gift is anonymous checkbox on the Miscellaneous tab of the gift record
     
  3. In Batch, include the field, Gift is anonymous. Select Yes if the gift is anonymous.

Note: If a pledge is marked as anonymous, all pledge payments made to that pledge are marked as anonymous as well. If the pledge payment should not be marked as anonymous, unmark the 'Gift is anonymous' checkbox on the Miscellaneous tab of the gift.

How to handle anonymous giving in Reports and Mail:

  1. Select Tools, User Options and click the Reports or Mail tab.
  2. Select Gift preferences on the left.
  3. Mark the "Include anonymous gifts" option.
  4. For Reports, select Tools, User Options from the menu bar, and select one of the following formats:
    • Asterisk at end of line
    • Leave name intact
    • Use Anonymous
    Note: The format only applies to reports
  5. Click Apply and run the report or mailing function.