Gifts: recording one by hand, splits, and changing a gift

Gifts lists every gift for Giving managers: search by name, check or envelope number, and filter by fund, method, where it came from, dates and status.

Record a gift

Choose Record a gift. Pick who gave it: a person, an organization (a business, a foundation, a donor-advised fund, an employer's matching program) or unnamed. Split it across funds if it was meant for more than one; the parts must add up. Add a check number, the date it was given and the date it was received, an honor or memory note, and anything given in return (a dinner ticket), with its value.

Grants and credits

A grant from a donor-advised fund, an IRA distribution or an employer's match is recorded from the organization and credited to the person. It shows on their statement under "Also received, not deductible by you".

Changing a gift

Gifts recorded by hand can be edited until their month is locked. Gifts from a batch, a file or Planning Center aren't edited: void them with a reason and record them again. You can always change who gave a gift.

On a person's page

A person's page has a closed Giving card for Giving managers. Opening it shows their giving by year, their gifts and the statements sent, and every opening is logged.