Gifts in Kind

Adding a Gift in Kind

Step 1: Add a Gift in Kind

Select Finance from the main menu, then go to the Gift in Kind tab on the top of the screen and click on the Add New Gift in Kind button on the top right-hand side of the screen

OR

A user can also add a Gift in Kind by going to the Quick Actions card on the Finance overview tab and selecting Add New Gift in Kind.

Step 2: Complete the Gift in Kind Form

The following information will be required to save a Gift in Kind form:

• Date - Select the date when the donation was received. The date selected can be a past date.

• Area - Select the Geographic Area, Region, Country, or Program to which the donation was given.

• Gift Type - Select the type of donation received.

• Amount - The estimated value of the donation or services. The amount must be entered in US dollars.

• Note - Add specific notes to help identify details about the donation or gift. This is a required field

Step 3: Save the Gift in Kind Form

Select Save or Save & New.