Add Fundraising Gift Type
The Gift Type indicates what kind of gift a donor has made. Common Gift Types include:
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Soft Credit—a reserved type that works like other gift types only it does not add a financial transaction into a batch. Soft credit donations often refer to items such as events, advertising, or conventions as opposed to actual cash donations.
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Pledge Installment—a reserved type assigned to a Gift made as a Pledge payment.
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Stock—a reserved type used when shares of capital stock are received as a gift.
- Gift—a reserved type that is the standard default gift type when adding a gift on iWeb.
- In-Kind—used for non-monetary assets such as real estate, services, and supplies.
- Matching—used to indicate that an employer will match the gift type donated. Corporate matching programs are commonly used for this type of gift type.
To add a Gift Type, complete the following steps:
- Go to . The Add - Fundraising Gift Type page opens.
- Fill in the fields described in the table below:
Field Name Required? Description gift type yes The type entered here appears on the gift type drop down list when adding a Gift to a form. gift type description no Information entered here appears on the List - Fundraising Gift Type page. - Click Save. The Find - Fundraising Gift Type page opens.
Troubleshooting
Q: Why don't I see fields to enter Stock information if entering a Fundraising gift from a stock?
A: If the stock-related fields do not appear even after selecting 'stock' as a gift type, check the DonationTypeStockGuid system option to ensure that it matches the GUID for the stock gift type.