In this article:
- Gift entry
- Adding related activities to a gift
- In-kind gifts
- Adding gifts in bulk
- Entering multiple gifts for a single constituent
As described in the Fundraising overview article, LGL supports multiple types of gifts. You can add any gift type by clicking the Add gift button on the Dashboard or on the Fundraising tab, or from any individual Constituent Details page. Then select Add gift from the drop-down menu that opens. (To find out how to enter a pledge, read the Pledge entry article).
Fundraising tab in LGL.
"Add gift" drop-down menu.
Gift entry form.
Select the constituent
When adding any kind of gift (or goal or task, for that matter), the first step is to choose the constituent. If you add a gift from the Constituent Details page, the selection will be made automatically. Otherwise, you can set the constituent by clicking on the Set Constituent button.
Top portion of the gift entry form, with the constituent not yet set.
Set Constituent form.
Enter the gift amount
The gift amount is the only required gift field. The gift amount should be in dollars and cents (if applicable), without commas. For example:
Set the gift type
You can pick from one of four gift types here:
Assuming you are entering a normal gift, leave the gift type selected and tab over to the payment type. Otherwise, you can pick "Other Income", "Pledge", or "In Kind". In each case, the gift form will change slightly, depending on the gift type you choose. See the Pledge entry article and the "In-kind" section below for details.
Set the gift category
Gift categories lie underneath gift types; in other words, they are a way of describing with greater specificity what kind of contribution you received. LGL includes a standard set of gift categories, but that list is also customizable:
You can also add a custom gift field, which offers additional single- and multi-select options for categorizing gifts:
The graphic below shows how Gift Types and Gift Categories are related. A few key points:
- The list of Gift Types is fixed in LGL; you cannot make changes to it.
- Gift categories, on the other hand, are customizable.
- There are no gift categories for related gifts.
- Set payment type. By default, this will include Check, Cash, Credit Card, and Stock, but these values can be customized to fit your needs.
Set gift and deposit date
The standard date format for any date in LGL is YYYY-MM-DD (for example, 2010-04-02). However, you can also type dates in the following formats: MM/DD/YY or MMDDYY (04/02/10 or 040210). You can also click on the Calendar icon to pull up a date picker.
The gift date is the date the donation was made (the date on the check, etc.), and the deposit date is the date that you processed the donation. If the gift date is left blank, it will default to the current day. If the deposit date is left blank, it will automatically be set to the same value as the gift date.
Campaigns, funds, appeals, and events
You can assign appropriate campaign, fund, appeal, and/or event values to each gift, for use in constituent searches (for example, "Who gave to my Annual Appeal this year?") and other kinds of queries and reports.
You can select an acknowledgment template during gift entry. For more on how this works, see Acknowledging gifts in LGL.
Adding related activities to a gift
You have the option to add several types of related activities as you’re entering gifts. Soft credits, matching gifts, and gifts in honor/memory of a person may be added to any standard gift.
You can add an additional related gift by selecting the appropriate choice from the Add related gift for dropdown menu.
Constituent selection for related gifts is done in the same way as described above in the "Select the constituent" section. You can also choose a letter template for an acknowledgment for the related gift by choosing from the Template dropdown menu.
For more information on how to add related gifts, see Gift entry for soft credits and other related gifts.
Note: An alternate way to record tribute gifts is also available. Please read about how this change may impact you, and learn how to use the new feature.
As described above, in-kind donations can be entered by selecting the In Kind gift type. Constituent and amount settings (as well as any campaign, fund, appeal, or event assignments you’ve already made) will remain in place, but you will not have the option to assign a payment type or a deposit date.
Note: Donors cannot receive a tax deduction for donated time, but they can for goods. In-kind gift entry in LGL provides the option to enter a tax-deductible amount for in-kind gifts, however, the only time you would enter anything except zero in this field would be when you have a) a verified third-party appraisal or b) the donor has provided satisfactory documentation establishing a fair market value dollar amount. (See IRS Publication 561 for more information.)
As with standard gifts, you can enter an amount (if applicable, otherwise enter 0), and set the gift date. You can also add related gifts, if multiple constituents should be credited with the in-kind donation.
Adding quantity (in pounds) to an in-kind gift
With an optional setting turned on, you can also add a pound quantity to an in-kind gift. When you select the gift type of "In Kind", the Quantity field appears, where you can enter the number of pounds.
To turn on this setting, go to Settings > Subscription settings > Gift settings and check the box you see here:
Related tasks can be added to all types of gifts. This is useful when you want to take action in a specific way in response to a gift or pledge. You can add as many related tasks as you need to, and each will be connected to the constituent who gave the gift.
Adding gifts in bulk
If you want to add multiple gifts from multiple constituents simultaneously, please read these instructions.
Entering multiple gifts for a single constituent
If you have a stack of gifts to enter that have the same attributes (such as campaign, fund, event, appeal, and so on) or are from the same constituent, you can save time by using either one or both of the following options in the gift entry form:
- Clicking the Use values for next gift checkbox to save the gift (and any related gifts, tasks, or installments) and reload a blank gift form. Values you had set for campaign, fund, appeal, and event information on the last gift will remain populated, making data entry more efficient.
- Clicking the Use same constituent for next gift checkbox when you save the gift will keep the same constituent name saved in the reloaded empty form, so you don't have to search for the constituent again to enter another gift from them.
Note: For more information on any fields in this form not discussed in this article, please refer to the data dictionary on the Flex Importer page in your LGL account.