GivingData Knowledge Base

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GivingData Knowledge Base

GivingData Building Blocks

GivingData Building Blocks

Learn basic GivingData functionality to help you get started using the system

Organizations

Adding New Organizations

Manage Organization Bank Accounts

Setting Key Moment Types

Bank Account Verification

Organization Charity Statuses

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Requests

Request Dispositions

Adding New Requests

Managing Fiscal Sponsorship

Managing Grant Renewals

Changing a Request's Anticipated Approval Date

Renewing a Grant

Exchange Rate Manual Override on Requests & Payments

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Payments

Adding New Payments

Using the Payment Import Tool

Payment Statuses

Changing Payment Statuses

Requirements

How to Batch-Add Request Requirements through Super Search

Requirements Dashboard