Gift Details

Field

Description

Currency

The currency of the donation.

Amount (Non-Tax Deductible)

Tax authorities such as the IRS require that a charitable donation's receipt list the value of any goods or services the donor receives in return for their gift. For example, if a donor gives you $100 and receives a concert ticket valued at $40, the Amount (Non-Tax Deductible) is $40.

If you enter an amount, a Description field appears just below the Amount (Non-Tax Deductible). The description appears on any receipt and is mandatory.

Memberships are accounted separately.

Amount (Membership)

Automatically set when you add a membership to the donation.

Amount (Tax)

The tax-deductible amount of the gift (total amount minus the value of Amount (Non-Tax Deductible) and Amount (Membership))

Receipt Preference

This field represents the receipt preferences from the account or contact. You can set or change them at the transaction level. The receipt preference option appears in the Contact, Account, Transaction and Event Registration records, and it specifies how Gifts should be receipted.

Do Not Receipt: Indicates the donor doesn't want a receipt for their donation.

Email: Indicates the donor would like to receive a receipt for their donation via email.

Print: Indicates the donor would like to receive a printed receipt for their donation.

Both: Indicates the donor would like to receive a printed receipt and a receipt via email.

The receipt preference defaults to the preference set on the Contact or Account record.

Donate Anonymous

Indicates whether the contact wants to be excluded from a list of donors included in any marketing material for this donation.