Add Fundraising Gift Type

Modules>Fundraising>Gift Type Add - Fundraising Gift Type

The Gift Type indicates what kind of gift a donor has made. Common Gift Types include:

• 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.

• Pledge Installment—a reserved type assigned to a Gift made as a Pledge payment.

• 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:

1. Go to Modules>Fundraising>More...>Find Gift Type>Add Gift Type. The Add - Fundraising Gift Type page opens.
2. 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.

3. 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.