Customers can give gifts (make donations) to your organization. Once fundraising programs are configured, a gift can be made to an appeal and allocated to one or more funds. Once paid, you can issue a tax receipt and thank you letter to the donor or any contact associated to the donor’s account. You can also issue a thank you letter to the person who referred a new donor to your fundraising effort (referral contact). For more information on printing tax receipts in a batch, refer to Extracting Tax Receipt Data.
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Information
Gifts do not contribute to the total used to calculate threshold levels for delivery charges.
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Select one of the titles below for more information about:
To add a gift to an order:
1.Open Customer Services from the Desktop.
2.Select the Gifts tab.
The Gifts|Search page appears.
3.Search for and select the gift that you would like to add to the order.
4.Click 'Add to Order'.
The Order|Gifts page appears.
5.Complete the Gift Details and Gift Funds sections.
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Hint
You must assign the gift to at least one fund.
If you assign it to multiple funds, ensure you allocate the entire pledge amount.
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6.Optionally, add a customer to the order.
7.Click 'Create' or 'Apply'. |
If a receipt has been issued and you cannot delete the gift from the order.
To remove a gift from an order:
1.Open Customer Services from the Desktop.
2.Select the Order tab.
The Order|Search page appears.
3.Search for and select the order that you want to work with.
4.Select the Gifts tab.
The Order|Gifts page appears.
5.Select the  check box to the left of the version that you want to delete.
6.To view the updated 'Amount Due', click 'Update Details'.
7.Select the Order|Summary page, to review the 'Amount Due' and make changes as required.
8.Alternatively, you can also delete the gift on the Order|Summary page by clicking the next to the gift that you want to delete.
9.If the receipt has been printed and cannot be deleted, refer to Voiding and Reissuing a Tax Receipt.
10.Click 'Apply'.
A window confirms that the order was updated.
11.Click 'OK'. |
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Hint
If a membership was associated with the gift, and you no longer want to grant the customer access to the corresponding benefit, the membership or benefit will have to be manually removed from the Customer Services - Customer|Entitlements|Memberships page or Customer|Entitlements|Memberships page. Removing the membership will also remove the benefit.
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For information on adding/removing gifts from an offer, refer to:
•Adding Content to a New Offer
•Adding Content to an Existing Offer
For information on manually working with tax receipts, refer to:
•Generating a Tax Receipt
•Voiding and Reissuing a Tax Receipt
