To enter a single gift or single pledge
Payments for single gifts must be made at the time the gift is entered. You can enter payment for a single gift by entering a check number, credit card number, or an in-kind non-cash asset account (if you are entering an in-kind or asset contribution), or by applying an open credit.
A pledge is a donation to be paid at a later date and can be a single pledge or an installment pledge.
Note: In-kind contributions can only be made for gifts. iMIS Fund Raising does not track single in-kind pledges or installment in-kind pledges.
- From Fund Raising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
- Click New.
- Enter the donor ID, or click the lookup icon to select an ID.
The donor's name and address information are displayed in the Donor and Address areas.
- Enter the date the gift was received in the Date Received field.
- Select Single Pledge or Single Gift from the Gift Type drop-down list.
- Enter the total amount of the donation in the Gift Amount field.
- Enter the Request, Distribution, Appeal, Campaign, and Fund information as necessary.
- (Optional) Enter the List as name.
- (Optional) Enter the Solicitor ID, or click the lookup icon to select a solicitor ID.
- (Optional) If there is an individual partially responsible for this donation who is not the donor, enter the Soft Credit ID, or click the lookup icon to select a soft credit ID.
- For Single Gifts only:
- Enter the payment information in the Check #/CC/In-kind/Asset field and its related fields as appropriate.
- (Optional) Enter a manual receipt number in the Receipt Number field.
- (Optional) Enable the Do not Print Receipt option to skip the printing of a receipt for this gift.
- Click Save.