Getting around

You can navigate around LGL by clicking on the various sections or tabs at the top of each page. A specific help knowledge base category is dedicated to each section, but here's an overview of what you'll find in each section:

The Home tab

From your home page, you can get a summary of your fundraising, goals and tasks, and other activities.

The Constituents tab

To see your whole list of constituents, click on the Constituents tab.


From here you can run advanced searches, filter results, build custom lists, click in to review full constituent details, edit constituents, export data in spreadsheet or PDF format, and lots more.

The Fundraising tab

To see all fundraising-related information, click on the Fundraising tab. This will give you access to all gifts, in kind gifts, pledges, soft credits, memorial donations, honorary donations.


From here you can view gifts by date range, filter them by multiple criteria, and export them in PDF or spreadsheet format. You can also view, add, and edit all of your campaigns, funds, appeals, and events.

The Activity tab

A key feature of LGL is that you can track all of your interactions with every one of your constituents. To see all activity, click on the Activity tab.

The Documents tab

LGL includes a document management feature that lets you upload any kind of document and create web documents online. You can view and manage all mailings on the documents tab as well, including your mailing templates and your acknowledgment mail queue.

The Settings tab

Administrators can manage all of your subscription level settings (Fiscal year, account name, billing & payment, menu options, look and feel, etc.) on the Settings tab