In-Kind Gift

Represented by Gift Commitment

• Gift Transaction optional - see note under Best Practices.
• Opportunity optional.

Definition:

• May or may not be solicited specifically - could have been part of a larger marketing effort
• May or may not be scheduled
• Could have a previous commitment

Examples:

• Products donated as part of a sponsorship
• Products donated to a food bank
• Clothing or household goods donated to a thrift store

When to use Opportunity:

• Tracking solicitation
• This gift is part of a mixed/multi-payment commitment

Prerequisites for Salesforce Admin:

• See Prerequisites for Salesforce Admin from Multiple Payment Gift

• Required
  • Review and modify Gift Vehicle picklist values on Gift Commitment, as needed
• Optional
  • Add custom field(s) for tracking description and quantity. This also needs to be added to the Gift Entry Flow, if required.

Prerequisites for End User:

• See Prerequisites for End User from Multiple Payment Gift

Best Practices:

• See Best Practices from Multiple Payment Gift

• NOTE: If using a Gift Transaction for in-kind gifts, set the Payment Method for the gift to In-Kind on the Gift Transaction and use the Original Amount field for the fair market value of the gift. Using a Gift Transaction will cause the gift to be inclued in the Donor Gift Summary rollups as a regular gift so you will need to exclude it. You may also wish to add in a rollup for in-kind gifts.