In-Kind Gift

Represented by Gift Transaction

  • Gift Commitment / Gift Commitment Schedule / 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 or Gift Commitment:

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

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:

Best Practices:

How to enter the gift via Gift Entry (recommended):

  • See How to enter the gift via Gift Entry from Multiple Payment Gift

  • Set Payment Method to In-Kind
  • Optional
    • Create a separate template for In-Kind to allow for different fields to be specified (e.g. Quantity) that may not be applicable for other types of gifts.

How to enter the gift (without Gift Entry):