Add a Benefit to a Gift

Create and manage benefit details in code tables. Then follow these instructions to add that benefit to a gift.

1. From Benefits in a Gift record, select Add.

2. Select a benefit previously created in code tables. The Unit Cost defaults to the value defined in the code table.

3. Select a Count. The Total benefit/Value is automatically calculated.

4. Optional. Enter a comment.

5. Save your changes.

6. If you want to update the receipt amount, select Yes.

Edit Receipt Notes

Receipt benefit notes are associated with all benefits associated with a gift, not a specific benefit.

To edit the receipt notes, select Edit Notes. Optionally, you may also select Include notes on receipt.

Add a Benefit from a related Appeal, Event, or Membership

Gifts may be related to an appeal, event or membership that already has associated benefits. To add an associated benefit, select Load from.