Single Payment Gift - Untracked Solicitation

Represented by one Gift Transaction

Definition:

  • Not solicited specifically - could have been part of a larger marketing effort
  • Not scheduled
  • No previous commitment

Examples:

  • Could be an online donation
  • Could be cash/check/charge received one-time through mail/in-person

Not using Opportunity or Gift Commitment because:

  • Tracking solicitation is not necessary
  • This gift is not part of a multi-payment commitment
  • Not promised ahead of time (or this promise does not need to be tracked)

Prerequisites for Salesforce Admin:

  • Required
    • NPC Fundraising setup must be completed
      • Basic setup
      • Fundraising setup is needed to account for Industry Common Components
      • Person Accounts must be configured
    • Set up Default Designation
  • Optional
    • Set Up Gift Entry
    • Determine naming convention for Campaigns, and set up corresponding automation
    • Determine naming convention for Gift Transactions, and set up corresponding automation (Note that Gift Entry does apply a default naming convention)
    • Review Payment Method picklist values and remove/add if required (IMPORTANT: As of June 2024, it is not possible to add values to Payment Method without errors - subscribe to this known issue to get updates.)
    • Set up Source Code
    • Remove New button for Gift Transactions (only create through Gift Entry)

Prerequisites for End User:

  • Optional
    • Create Person/Business Account for the donor before creating Gift Transaction
    • Create Campaign
    • Create Designation
    • Create Outreach Source Code

Best Practices:

  • Use Status field on Gift Transaction to track whether payment was successful
  • For online gifts that come in that should be attached to a stewarded Gift Commitment, populate the lookup on the Gift Transaction
  • Set appropriate required fields on Gift Transaction (Note that Amount and Payment Method are required by default)
  • Using the Gift Entry option for entering gifts is recommended

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

  • Gift Entry (same experience for batch vs. single gift)
    • Still need to track details that are found in Gift Entry (e.g. designation)
    • Cannot add Gift Entry to batch if it has been processed (Status = success)
  • Can create donor records from this screen
  • Can add a link to Gift Commitment
    • If Gift Commitment exists for that donor, will list them
  • Gives options for
    • Link to Gift Commitment
    • Add Soft Credits
    • If you open Designation Information or Soft Credit Information and realize you don’t need them, you can delete those lines
  • Auto-naming in place
    • {Donor}-{Amount}-{Date} [test date format for locales]

How to enter the gift (without Gift Entry):