Gift Transactions in Nonprofit

Use gift transactions to track donations that you receive as one-time gifts or as an installment to fulfill a commitment.

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud

With Fundraising, you can:

• Attribute gift transactions to a commitment, campaign, and donor.
• Allocate transaction amounts to designations based on donor-specified percentages.
• Manage refunds and soft credits.

A donor can pay a transaction through multiple means, including cash, stocks, or assets. Fundraising automatically creates or updates the associated gift transactions when you process gift entries. Fundraising also automatically creates the associated gift transactions when you schedule and process a gift commitment. For example, a $200 monthly gift commitment due on the 15th starting January 2026 creates a gift transaction for the first installment on January 15, 2026.

You can manually create a gift transaction for a commitment, if necessary. Use the gift commitment record’s details page to review upcoming, missed, or failed transactions, and recently paid or refunded transactions.

• Gift Transactions Overview in Nonprofit
  Learn about gift transaction statuses and considerations for tracking donations.
• Create a Gift Transaction in Nonprofit
  Create a gift transaction for a one-time gift payment, an installment of a gift commitment, if an installment doesn’t exist, or for a non-revenue gift. Fundraising automatically creates a gift transaction when you create a gift entry or schedule a gift commitment.
• Add a Designation to a Gift Transaction in Nonprofit
  Allocate or reallocate gift amounts associated with a gift transaction to gift designations of the donor's choice.
• Credit Influence as Gift Soft Credit on a Gift Transaction in Nonprofit
  Recognize constituents other than the donors for their help in bringing in the donors' gifts with gift soft credit. For example, track an influencer of the donation by adding this soft credit to the donor's gift transaction. You can also recognize tribute honorees as soft credit recipients.
• Provide a Full or Partial Refund in Nonprofit
  Create a refund to ensure that the associated gift transaction contains the complete transaction history. Return the full or a partial gift amount to the donor. Use refunds to resolve gift entry mistakes or to honor a donor's request to reverse their gift.