This article covers the steps to enter a received gift through the standard gift modal, which can happen directly on a record or through batch gift entry.

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Entering a gift

To enter a gift on a record:

1. Navigate to the record.

2. Select the Giving tab.

3. Select Gifts.

4. Select New Gift.

See Batch Gift Processing for batch creation steps. All standard gift fields outlined below are applicable to both approaches.

General

Amount (required)

Enter the amount of the gift. This field must have a value to save the gift.

Fair market value

This field will appear if Add FMV is selected. If the donor receives any item of value related to the gift (game tickets, t-shirt, etc.), enter the taxable amount of the item here. This value defaults to $0.00.

Tax amount

This field automatically calculates the amount reported for tax purposes (Subtracting the entered Fair Market Value from the entered Amount).

Payment

If you’re collecting payment at the time the gift is recorded, select Collect Payment. A popup appears:

• Account: Select a payment account.

• Amount: Enter a payment amount.

Fulfilling

This field appears if a pledge or planned gift exists for the record or their relationships, enabling you to associate the gift with the pledge or planned gift.

Select an applicable value from the list, or leave blank.

Fund (required)

Connect the gift to an existing fund. A gift must be associated with a fund.

As you start entering text in the field, matching fund names appear.

Selecting a fund displays two additional links:

• View Fund: Opens a new browser tab to display detailed information about the fund.

• Clear: Removes the selected fund from the Fund field.

Type (required)

Select the type of gift being entered. This field must have a value to save the gift.

Gift types available in your database are created and modified by configuring the Gift Type (gift_type) Prompt.

Status (required)

By default, a gift is given a “received” status when entered. You may customize the Gift Status (gift_status) prompt list with new prompt values and special special configurations.

Date

Click the field to open a date picker tool.

Select the date the gift was received.

Connections

Opportunity

If desired, select an existing opportunity.

Campaign

Connect the gift with a particular fundraising campaign.

As you start entering text in the field, matching campaign names appear.

Selecting a campaign displays two additional links:

• View Campaign: Opens a new browser tab to display detailed information about the campaign.

• Clear: Removes the selected campaign from the campaign field.

Appeal

Connect the gift to an existing appeal.

As you start entering text in the field, matching appeal names appear.

Selecting an appeal displays two additional links:

• View Appeal: Opens a new browser tab to display detailed information about the appeal.

• Clear: Removes the selected appeal from the Appeal field.

Soft credits

Add as many soft credits as are applicable to the gift.

Suggested Soft Credits

This field pulls in linked relationship records to easily apply soft credits. Suggested soft credits can be hidden or defaulted based on relationship type.

Selecting the record adds the record name to the list in Soft Credits.

Soft Credits

As you start entering text in the field, matching record names appear.

Selecting a name adds that record to the Soft Credits field.

Names in this list can be removed by clicking the X on the record name.

Record

The selected record appears here.

Type

Select a soft credit type from the list if applicable.

Amount override

Enter an amount override for the soft credit if applicable.

Tributes

Add as many tributes as are applicable to the gift.

Occasion

Should the gift be made with a particular reason, such as In Honor of or In Memory of, selecting the occasion prompt displays additional fields to connect the gift to a separate, existing record.

Honoring

As you start entering text in the field, matching record names appear. Selecting a name adds that record to the Honoring field. Names in this list can be removed by clicking the X on the record name.

If the honoree does not have a record (and you do not plan to create one) you can tab out of the field to leave the free text as is. In query and import, this field is identified as “Tribute - Honoring (Other)”.

Details

User

This defaults to the current user but can be changed. This field can be used to track who entered the gift, or who solicited the gift.

Notes

This field stores custom, internal notes associated with a gift.

Anonymous

Select to hide the donor's name in external publications.

External ID

This field provides for a unique ID to be assigned to a particular gift, typically to export to other systems or to use for matching on import.

Custom fields

All custom gift fields will appear in this area in alphabetical order.

Saving the gift

When you’re finished configuring gift settings, select either:

• Save: The gift is added to the record’s list of gifts.

• Save and Split: Commits this gift and opens a new gift entry form with information pre-populated. The splits you create for a given gift share a gift group GUID.