Gift Entry and Processing in Nonprofit

Enter gifts individually or add them to a gift batch. A gift batch uses a gift batch template that enables you to quickly create gift entries that have the same set of fields.

• Map Custom Fields to Use During Gift Entry in Nonprofit
  Easily track and report on gift data by adding custom fields to the Gift Entry page. Capture additional information about gifts, such as a donor’s preferred communication method and the purpose of the gift.
• Create and Manage Gift Entry Grid Templates in Nonprofit
  Customize the Gift Entry Grid with multiple templates to build targeted and efficient experiences that help users to capture the right gift data quickly and accurately.
• Create a Gift Entry in Nonprofit
  There are two methods of performing gift entry. The method that comes with Fundraising out-of-the-box is the Gift Entry window. In this window, you can quickly and easily create a gift with a gift transaction or a gift commitment. The gift can also include soft credits or multiple designations. The second method is to use the Gift Entry Grid. This method enables the lightning-fast entry of gifts in a table by keying across the cells to enter the gift information. You can enter all aspects of the gift in the grid, including the recurring gift commitment, outreach source code, campaign, designations, and soft credits.
• Gift Entry Grid Customization in Nonprofit
  Use templates to configure and customize the Gift Entry Grid to capture information and processes that are unique to your organization. Create and use a custom template for more flexible, accurate, and faster gift entry. Integrate with independent software vendor packages that handle payment processing and other functionality.
• Set Gift Batch Defaults in Nonprofit
  To enter gift batches more quickly and with fewer errors, set gift batch default values to automatically set common values for gift batches.
• Create a Gift Batch in Nonprofit
  Quickly add multiple gift entries that use the same set of fields by creating a gift batch and process the collection of gift entries together. Every gift batch has an associated template that defines a set of fields and their display order in a gift entry. Fundraising provides a default template, and you can create customized templates to meet your unique gift entry needs.
• Process a Gift Batch in Nonprofit
  Add gift entries to a gift batch to process them all at once. For a gift batch to process successfully, every gift entry must process without any errors.
• Import Gift Entries to a Gift Batch by Using CSV Data Management for Industries Nonprofit
  Import large volumes of donation data to Salesforce by using a gift batch and the CSV Data Management common component. CSV Data Management reduces manual data entry and the risk of errors by using CSV files to import data into Salesforce objects.
• Considerations for Gift Processing Nonprofit
  Gift entries that aren't part of a gift batch are processed when you save them. For gift batches, complete a batch dry run and then explicitly process the gift entries in the batch.