Viewing Gift History
Navigate to the top right of BlueGive and click Gifts where you will have a full history of all:
Charitable contributions
Grant Amount
Date Gifted
Date Cleared
Status of Grant
Use the dropdown on the right to view historical gift history from previous years.
Download a Tax Receipt
On a client profile page, click the Tax icon in the top right corner to view all contributions in a given year. Use the Year dropdown to generate contributions from prior calendar years.
Click Generate Tax Receipt to select a Contributor and Year > Click Generate to download the tax receipt PDF.
The tax receipt will pull all contributions Year-to-Date for the period selected.
