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 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 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 setup 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, 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