Gifty Entry is a tool designed to help you enter gifts efficiently. It has features that provide you with the convenience of entering both individual gifts and batches of gifts with great speed, accuracy, and flexibility.
The Single Gift Entry function is incredibly versatile, allowing you to enter one-time donations or recurring donations effortlessly. With one-time gift entry, you can process a gift once, while 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 organization's needs.
Batch Gift Entry will help you process gift entries in a group at once. You can also customize the number of gift counts and batch value of your batch entry. However, please note that you must enter gift entries with the same payment method.
Single One-off Gift Entry
In the App Launcher, search for Gift Entries
In the Gift Entries, you can see two buttons: New Gift Entry and New Entry, either of the two you can use.
▪️ New Gift Entry is the standard in pc button.
▪️ New Entry is the modified one.
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.
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
o For One-Off/Recurring select One-Off.
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.
o In the Set Gift Date, select the date when the gift is received.
In the Set Gift Information section, the Outreach Source Code and Campaign are auto populated as you enter the barcode.
o For the Payment Method, you can choose which way would you like to pay.
o If the Payment Method is Credit Card or Direct Debit you are required to provide a Gateway.
o For the Gift Amount, input the amount you would like to donate.
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.
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.
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.
For a single entry, it will process immediately and create a Gift Transaction.