Not every gift comes in online. Record a cheque, cash, e-transfer or other gift by hand, and it lands on the donor's record like any other gift.
Before you start
- The donor must already be in People. If the search finds no one, you'll see "No matches. Add the donor under People first."
- The gift's amount, date, fund and payment method.
Steps
- Click Quick add → Add gift. You can also click Add gift on the Gifts page or on a donor's record, where the donor is filled in for you.
- Leave One-time selected. (Choose Recurring only for a regular gift; see below.)
- Under Donor, search by name or email and pick the person.
- Enter the Amount (CAD) and the Gift date.
- Choose the Fund. Your default fund is pre-selected, and the list comes from your managed funds.
- Choose the Method: Card, Cheque, Cash, e-Transfer, EFT, In-kind or Other.
- Add a Note if you like, such as the appeal or a tribute.
- Click Add gift.
If you choose Recurring, you enter the Start date and Frequency (Monthly, Quarterly or Annually) instead of a method, and the button reads Send setup link. This creates a Pending recurring plan for the donor. The donor needs an email on file, or you'll see "This donor needs an email on file to receive the secure setup link." Staff never enter card details.
What happens next
The gift appears on the donor's timeline as "Gift received", and their lifetime giving and totals update. Its receipt status is set from the donor's Tax receipt preference: Needs receipt or Not required. A gift you record by hand isn't receipted or emailed automatically.
To change a gift later, open it, edit, and click Save gift. Delete removes it and recalculates the donor's totals. Once a receipt is generated, the main fields lock, and you must void the receipt before you can delete the gift.