Gift Entries give you the ability to enter gifts one at a time. With Gift Entry, users can enter batch and single gifts in a way that’s accurate, fast, and flexible.
Single One-off Gift Entry
In the App Launcher, search for Gift Entries
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In the Gift Entries, you can see two buttons: New Gift Entry and New Entry, either of the two you can use.
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▪️ New Gift Entry is the standard in pc button.
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▪️ New Entry is the modified one.
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Click New Entry to manage Gift Entries.
Under the Donor Information section input the barcode that can be found in the Campaign Member record. The system will then automatically display the details.
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o For Gift Type select Individual.
Note: For Individual gift type, select a person’s account as a donor. For Organizational/Household, select a business account
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o For One-Off/Recurring select One-Off.
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Under the Add or Edit Donor Details section, the Email is required. Don’t forget to fill in the email otherwise, it will not proceed to the next process.
If the Campaign member has inputted email information, then it will auto-populate as you enter the barcode.
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o In the Set Gift Date, select the date when the gift is received.
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In the Set Gift Information section, the Outreach Source Code and Campaign are auto populated as you enter the barcode.
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o For the Payment Method, you can choose which way would you like to pay.
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o If the Payment Method is Credit Card or Direct Debit you are required to provide a Gateway.
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o For the Gift Amount, input the amount you would like to donate.
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In the Designation Information section, the Designation is also auto populated as the information of designation is already inputted in the Parent Campaign. You can edit how much percentage you would like to share.
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Edit the Soft Credit Information section if you want to credit it to someone.
After filling up the required information, click Next.
The system will be directed to the Payment Information once you selected the Credit Card or Direct Debit as the Payment Method and fill in the necessary information to process your donations.
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Click Save Payment Details or Next.
After processing, it will make a new record that can be found in the Gift Entries. It will create Gift Entry.
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Gifty Entry is a tool designed to help you enter gifts efficiently. It has features that provide you with the convenience of entering both single gifts and batches of gifts with great speed, accuracy, and flexibility.
The Gift Entry function is incredibly versatile, allowing you to enter one-time donations or recurring donations effortlessly. With a one-time gift entry, you can process a gift once, while a recurring gift entry allows you to process a donation as an ongoing contribution to your organization. Moreover, you can customize your recurring gift entries by selecting between open-ended or fixed-length options to suit your organisation's needs.
Here is the sample record of a successful Gift Entry:
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Gift Information
Name is an auto-populate field. It will automatically create once you process a Gift Entry.
Donor is the Donor’s name.
Gift Received Date is the date when the gift is received set by the donor.
Check Date is the date of the check that was handed over by the donor.
Gift Batch is an auto-populate field. It will create/occur if the Gift entry is processed in the gift batch.
Gift Commitment displays if it is a recurring donation.
Gift Processing Status is the stage of the gift that you process. It could be a success, failed, and pending.
Card Type displays the type of card that is used by the donor. It could be Mastercard, Visa, American Express and etc.
Gateway Account displays the gateway account being used.
Card Last 4 Digit shows the last 4 digits of the card of the donor.
Payment Intent ID is the payment ID from Stripe.
Response Code is the gateway response code to the transaction.
Response Message is the gateway response message to the transaction.
Receipt Channel defines the method or channel of sending the receipt for this gift.
Receipt Template defines the receipt template for this gift.
Gift Type could be Individual or Organizational.
o Individual for person account.
o Organizational for business account.
Donation Type is the type of donation that the donor wants to process, it could be One-Off or Recurring.
Gift Amount displays the amount of donation of the donor.
Payment Method indicates the payment method being used by the donor. It could be Credit Card, Cash, Direct Deposit, Direct Debit or Cheque.
Gift Transaction displays automatically every time you process a single gift entry or batch gift entry.
Out reach Source Code is an auto-populated field. It automatically displays the name of the Outreach Source Code related to the outbound campaign.
Donor Information
This section displays the personal information of the donor. These fields are auto-populated since it is connected to the barcode in searching Campaign Member’s record.
Payment Instrument Details
Payment Instrument Token specifies the token received from the gateway for the payment method.
Card Expiry Month displays the expiry month of the card.
Card Expiry Year displays the expiry year of the card.
Card Type Logo specifies the type of logo associated with the card.
Gift Commitment Schedule Details
Start Date displays the start date if the donation is recurring.
Transaction Period specifies the duration of each payment cycle used by transaction interval. Example: Monthly, Yearly
Transaction Day specifies day of the month that the recurring donation will be processed on.
End Date specifies the end date of the recurring donation.
Transaction interval displays the number of transactions per transaction period.