Gift Entry

Field	Description
Type	Indicates whether the transaction is a Donation (directly from the constituent) or a Soft Credit (credit for a gift in-kind). IMPORTANT: You can't create receipts for soft credits.
Donor	Use the lookup to select the contact or organization account who's making the transaction. When you select a constituent, their contact information appears under Donor Details.
Book Date	Automatically set to the current date, but you could change it if the transaction already occurred or will happen in the future.
Originating Campaign	Look up the campaign that elicited the gift.
Channel	Choose an option to record how you received the gift. Online means that the gift was received online (for example, third-party website or e-transfer). Social: Indicates that the gift was received through social media.
Gift Type	Choose the payment method. Your organization configures these options. If you select something other than Cash, a section appears below the Gift Entry section where you can add the relevant details. For example, if you choose Credit/Debit, a Credit Card Information section appears so you can add the card to charge.
Amount	The amount of the donation. Denomination is the currency shown in the Gift Details section of the form. If you add a membership, this amount changes to reflect the cost of joining.
Deposit Date	Automatically set to the date when you process the donation, but you can edit to indicate that the deposit occurs on a different date.