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.