Instructions for manually entering an offline gift for an individual or organization
Single Item Entry - Cash or Check
-
Navigate to Data Entry > Giving > Gifts > +
-
In the Source search box, type an asterisk (*) and select the appropriate offline source
-
In the Gift From? section select An Individual, An Organization, or an Anonymous
-
For individuals or organizations, start typing the name or other contact information and potential matching profiles will populate on the right-hand side of the screen.
-
If this is an existing donor, click Select under the name of the individual
-
If this is a new donor, complete the remaining Profile Information fields. The new profile will be created once the gift is saved
-
In the What is the gift for? Section, click the Add Designation + button
-
In the Designation search box, type the designation short code (or type an asterisk (*) in the search box to select from a list of available designations) and hit your Enter key
-
In the Gift Amount text box, enter the dollar amount for the donation
-
For split gifts: use the Add Designation + button to add any remaining designations and dollar amounts for this gift
-
In the Funding provided by section, click the appropriate payment method
-
You can add a note by clicking the Add Note+ button
-
Click Save & I’m Done
Single Item Entry - Credit Card or Bank Account
-
Navigate to Data Entry > Giving > Gifts > +
-
In the Source search box, type an asterisk (*) and select the appropriate offline source
-
In the Gift From? section select An Individual, An Organization, or an Anonymous
-
For individuals or organizations, start typing the name or other contact information and potential matching profiles will populate on the right-hand side of the screen.
-
If this is an existing donor, click Select under the name of the individual
-
If this is a new donor, complete the remaining Profile Information fields. The new profile will be created once the gift is saved
-
In the What is the gift for? Section, click the Add Designation + button
-
In the Designation search box, type the designation short code (or type an asterisk (*) in the search box to select from a list of available designations) and hit your Enter key
-
In the Gift Amount text box, enter the dollar amount for the donation
-
For split gifts: use the Add Designation + button to add any remaining designations and dollar amounts for this gift
-
If the donor would like to schedule this gift for the future or set up a recurring gift, click the Add Schedule button
-
One-time gift for a future date: Select Once and enter the date to process
-
Recurring gift: Select the recurrence pattern (weekly, monthly, etc.), set the day of the week, and set the date to start. You can also add an end date if the donor wishes
-
Please note: if the donor does not want a donation (one-time or recurring) to process today, you will need to click the purple edit button to remove the Payment to Apply Today.
-
In the Funding provided by section, click the appropriate payment method
-
Credit Cards require card number, month and year of expiration, and billing address
-
Bank Accounts require bank name, routing number, account number, and account type (checking, savings, or unknown)
-
You can add a note by clicking the Add Note+ button
-
When ready to process, click Save & I’m Done
-
You will receive a screen with the processed donation details