Create In-Kind Funding Sources

Tip: In-kind funding sources are used for the contribution of goods and services in lieu of a cash donation. Examples include computers, furniture, accounting services, gift certificates, etc.

Funding sources can be either cash or in-kind. When creating a new in-kind source, you will need to know the type of donations covered (in-kind) and the total funds to be allocated).

Note: Funding sources are always created in the client's default currency. This is to ensure there is a common currency for use in reports, dashboards, etc.

Note: In-kind funding sources do not require a Payment Processor.

1. Navigate to the Program Setup > Funding Sources area.

2. Select the Create funding source button.

3. Provide the following information in the Create Funding Source screen.

   1. Enter a name for the funding source.

   2. Select In kind in the Type field.

   3. Enter a cash value in the Total amount field. This value represents the total funds that will be available in this funding source.

      Tip: A calculator tool is available from the Calculate total amount link on the Create Funding Source screen. This will help determine a cash value for the Total amount based on in-kind items in the client's account. Learn more.

4. Select Save to add this source.