Record an Offline Gift

You can record offline gifts into the gift list of a fund . If you do not have the payment in hand, you can enter a cash or check that is promised as an Unconfirmed Gift.

If the credit card processing and bank account withdrawal processing features are enabled and available from the merchant account you are using for this campaign, you can enter both one-time and recurring gift payments

If you will be recording a large number of gifts and want to track them in one group, you may want to set up a Batch ID. For assistance, refer to Using Batch IDs for Gift and Fund Processing.

To record an offline gift

1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.

2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.

3. From Related Actions, click Record Offline Donation. The Donor Information page displays.

4. Enter or select at least the required information, which will be preceded by an * (asterisk). The information supplied in these fields is used as keywords when site visitors and administrators search for funds.

Note: (a) Typically, only the First Name, and Last Name in the Name fields are required.



(b) If the payments will be made by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account.



(c) Use the Middle Name field to enter a nickname, maiden name, or other appropriate information that someone may use in their search.

5. Click Next. The Configure Gift page displays.

6. On this page, for:

   1. Gift type that will be paid:

      • In a single payment, leave the One time option button selected and enter the monetary amount the donor has given (or will be giving) in the Gift Amount field.

      • As several payments over time:

        1. Click the Recurring option button. Two new payment fields display under the Gift Amount field.

        2. For Gift Amount, enter the amount of money that the donor will be giving in each payment.

        3. For Frequency of Gift Payment, click the appropriate time interval from the drop-down list to represent when each payment will be collected.

        4. Number of Gift Payments, enter the number of times the gift will be collected.

   2. Gift Amount, enter the monetary amount that the donor has given or will be giving.

   3. Recognition Name to display in the status indicators on the fund page that this donor is supporting:

      • The Name supplied on the Donor Information page, leave this field blank.

      • Or, Anonymous, enter the word Anonymous in the field.

      • Or, another name as specified by the champion (for example, some people may prefer to show "Smith Family" on the scrolling gift list).

   4. Batch ID, enter the batch number to group this gift with if you are using Batch IDs.

   5. Payment Method of a gift payment that will made:

      • In cash:

        1. Leave the Cash option button selected.

        2. For Payment status, click the appropriate Confirmed (if you have the cash in-hand) or Unconfirmed option button (if you are waiting to collect the cash).

      • With a check:

        1. Click the Check option button and, for reference, enter the number from the check into the Check Number field that displays below the Payment Status fields.

        2. For Payment status, click the appropriate Confirmed (if you have the check in-hand) or Unconfirmed button (if you are waiting to collect the check).

      • From a credit card:

        1. Click the Credit Card option button. Several Credit Card Information fields display.

        2. Click into the Credit Card Number field and enter the card number. You can enter spaces or simply type all of the numbers and letters.

        3. If displayed, click into the CVV Number field and enter the appropriate card verification number listed on the card.

        4. If displayed (for Switch/Solo cards), click into the Issue Number field and enter the appropriate information.

        5. For Expiration Date, click the appropriate month and year drop-down lists to select the when the card expires.

      • By withdrawal from a bank account:

        1. Click the Bank Account Withdrawal option button. Several Bank Account information fields display.

        2. Click into the Bank Routing Number field and enter the routing number of the bank from which the account will be charged for the payment.

        3. Click into the Bank Account Number and enter the account number that will be charged for the payment.

        4. Click into the Verify Bank Account Number and enter the account number again.

   6. If you are:

      • Finished entering gifts, click Process. The last page viewed displays again.

      • Entering another gift now, click Process and Add Another. The Enter Donor Information page displays again.