Revenue Transaction Types

There are four primary transaction types that you will encounter in Revenue: payments, pledges, recurring gifts, and matching gift claims. These four will be the primary focus of this guide; however, there are other revenue transaction types that users will manage:

Transaction Type	Description
Payment	A payment is a contribution to your organization. Payments come in many forms (cash, check, gift-in-kind, and so on) and can stand alone as a donation or be applied to other fundraising vehicles such as recurring gifts. For more information about payments, refer to Payments.
Pledge	A pledge is a promise to make a donation to your organization. For more information about pledges, refer to Pledges.
Recurring gift	A recurring gift is a promise to donate a specific amount to your organization regularly over time. For more information about recurring gifts, refer to Recurring Gifts
Matching gift claim	A matching gift claim is an agreement by an organization to match revenue donated by a constituent. For more information about matching gift claims, refer to Matching Gift Claims.
Planned gift	A planned gift is a charitable gift that requires more thought and planning to execute than the average donation and is usually a gift that an individual makes near the end of their lifetime. For more information about planned gifts, refer to Planned Gift Record.
Grant award	A grant award is the funding for a grant. For more information about grants, refer to Grant Awards.
Auction donation	An auction donation is a donation of an item by an organization or constituent for use in an auction. For more information about auctions, refer to Auction Events.
Donor challenge claim	A donor challenge is a fundraising tool to help increase support for a specific cause. The donor challenge claim is the revenue record for a donor challenge. For more information about donor challenges, refer to Donor Challenges.
Membership installment plan	A membership installment plan is used for memberships that have recurring and lifetime programs with payment options other than pay in full. They are also used for any program that can be pledged. For more information about memberships, refer to Introduction to Membership Programs. Note: Many of the same procedures used to modify pledges are used for membership installment plans.