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Use Record Gift to log a contribution you received—cash, a check, a stock transfer, an in-kind gift, or a card payment taken elsewhere.
The Record Gift button appears if your role allows creating gifts. Online donations made through a donation form are recorded automatically—you don’t need to enter those by hand.

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Step by step

1

Open Record Gift

On the Gifts page, choose Record Gift.
2

Find the contact

Type at least two characters of the contact’s name and pick them from the results. Choose Change later if you need a different contact.
3

Fill in the gift

Complete the form (required fields are marked):
  • Amount (required)
  • Gift Date (required)
  • Payment Method (required) — Credit Card, Cash, Check, ACH, In-Kind, or Stock
  • Check Number — appears only when the method is Check
  • Designation (required) — what the gift is for
  • Account (required) — where it’s recorded
4

Optionally send a receipt

Tick Send Email Receipt to email the donor a receipt on save.
5

Record Gift

Choose Record Gift to save.

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Payment methods

MethodUse it for
Credit CardCard payments taken outside an online form
CashCash received
CheckChecks—enter the Check Number when prompted
ACHBank transfers
In-KindDonated goods or services
StockSecurities transfers

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Foundation gifts and passthrough givers

When the contact is a Foundation, an optional Passthrough Giver field appears. Use it when a gift was directed by a specific person—such as from a donor-advised fund. If you set one and send a receipt, the receipt goes to that person’s email instead of the foundation’s.
A new Designation you type is saved to your list automatically, so you can reuse it next time. Manage the full list under Lookup tables.
Receipts are best-effort: if your organization hasn’t set up a receipt template for that account, no email is sent—but the gift is still recorded. Set up receipt templates under Email templates.