Add a gift batch

1. From Gifts, Overview, select Add, Add a batch of gifts.

2. Enter a description to help identify the batch.

3. To help track progress as you enter gifts, enter the expected number of gifts and total giving amount.

4. To assign a specific number to the batch, select Enter a specific batch number and enter a unique number. Otherwise, the batch is automatically assigned a number.

   Tip: Batch numbers are assigned incrementally following this pattern: GFT-Year-Numeral, such as GFT-2019-1, GFT-2019-2, and so on.

5. Search for an existing batch template to apply selected fields and their default values to the batch.

6. Select Create batch. To add gifts to the batch, see add gifts in grid batch.

   Note: No gift records are created until you approve the batch.