Person Summary
The Person Summary reports biographical information stored on the persons you select, as well as basic information on the gifts with which Donors and Beneficiaries are associated. This report can also include biographical information on entities set up to receive payments from gift annuity pools or pooled income funds, or final distribution checks from any planned gift.
You can generate a Person Summary for three different types of person records:
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Donor/Beneficiary: records with a Person Type of Donor or Beneficiary
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Advisor: records with a Person Type of Advisor
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Pool/Fund/Remainder: records that have been entered under Setup > Organization or Setup > Pooled Income Fund:
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Remainder beneficiaries: optionally set up for cutting final distribution checks to charitable remaindermen
- Annuity pool income beneficiaries: optionally set up for tracking seed money in a gift annuity account
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Pooled fund income beneficiaries: must be set up for each pooled income fund if you are creating income distributions from these funds using the Pooled Fund Administration module.
1. Click Summaries > Person Summary in the Menu Bar.
2. Enter selection and sorting criteria to produce the report you desire. There is help available on each field.
3. Click OK to view the report.
4. Do the following, as needed:
5. Click 
on the report page to close the report.