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To enter a single gift or single pledge

Payments for single gifts must be made at the time the gift is entered. You can pay for a single gift by entering a check number, credit card number, 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.

  1. From Fund Raising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
  2. Click New.
  3. Enter the donor ID, or click the lookup icon to select an ID. The donor's name and address information display in the Donor and Address areas.
  4. Enter the date the gift was received in the Date Received field. The default is the batch date if batch control is enabled, or the current system date if batch control is not enabled.
  5. Select Single Pledge or Single Gift from the Gift Type drop-down list.
  6. Enter the total amount of the donation in the Gift Amount field.
  7. Enter the Request, Distribution, Appeal, Campaign, and Fund information as necessary.
  8. (Optional) Enter the List as name.
  9. (Optional) Enter the Solicitor ID, or click the lookup icon to select a solicitor ID.
  10. (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.
  11. 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.
  12. Click Save.
  13. From Service Central, select Process customer requests. The gift or pledge you just entered will be shown.

See Also

Processing Fund Raising Gifts and Pledges

To process an installment pledge


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