Some giving is more than a one-time contribution.
Grants
Use grants to track funding that may have a purpose, award period, or reporting expectation.
Click on the Giving module icon.
Under the Giving menu, select Grants.
Click the Create+ button in the top right corner and select Create Grant.
Enter a name for the grant and choose its Grant Status.
Fill in the funder, dates, and reporting fields that apply, then select Save.
Field | What it holds |
Grant | The name you give the grant. Required. |
Grant Status | Where the grant stands, for example applied or approved. Required. |
Funder Organization | The organization offering the grant. |
Grant Contacts | People at the funder to keep in touch with. |
Funding Focus | What the funding is meant to support. |
Amount Requested | What you asked the funder for. |
Amount Approved | What the funder approved. |
Amount Received | Fills in automatically from contributions linked to this grant. |
Date Applied | When you submitted the application. |
Decision Date | When the funder approved or denied the grant. |
Anticipated Notification Date | When you expect to hear back. |
Anticipated Award Date | When you expect the funds to arrive. |
Next Deadline | The next date you need to act on, shown on grant lists so nothing slips. |
Follow-up Report Due | When a report back to the funder is due. |
Follow-up Report Submitted | When you sent that report. |
Grant Summary | Free-text notes about the grant. |
Active | Whether the grant is still open. |
A grant record doesn't have its own Fund or Donor field. To record money that came in from a grant, create or open a contribution, choose the donor, fund, and amount as usual, then set its Grant field to this grant. Add a Sponsored Person/Soft Credit on that contribution if you need to credit someone else too.
Pledges
Use pledges when a donor promises future giving that your team wants to track.
A pledge record now opens with a compact detail header instead of a sidebar. The header shows, at a glance:
The donor's name, linked back to their donor record, and the donor's number.
The pledge name and, if one is set, the sponsored person.
Amount and remaining balance.
Start date and fund.
Frequency, for example Monthly, and the number of scheduled payments.
Source, the origin the pledge was recorded from.
An "Inactive" badge appears next to the donor's name when the pledge is no longer active. All of the pledge's details live under the Details tab now that the sidebar has been removed.
In-Kind Gifts
Use in-kind gifts for non-cash donations, such as goods or services.
Opening an in-kind gift record shows a compact detail header instead of the usual sidebar. The header includes:
The donor's name, linked to their donor profile
An "In-Kind" label and the gift description
Sponsored Person or Soft Credit, if one is set
Received Value, the value recorded when the gift came in
Sold Value and the date sold, if the item has since been sold
Date Received
Fund
Source
Donor #
Linked Boutique Stock
If your organization uses Inventory Tracking (Points & Inventory on Premium), in-kind gifts include a Linked Boutique Stock section that shows stock lots received into the boutique from that gift. Use Receive into Boutique to add donated items to your inventory so clients can claim them with points.
How to receive an in-kind gift into the boutique:
1. Open the in-kind gift.
2. In the Linked Boutique Stock section, select Receive into Boutique.
3. Choose where to put the stock:
Existing boutique item - pick an item from your catalog.
New boutique item - enter a name to create a new catalog item that tracks inventory.
4. Enter the quantity to receive. Optionally add a lot number.
5. Select Receive Stock.
What happens next:
The stock is added under Points & Inventory and linked to the in-kind gift.
The lot is stamped as a donation and appears under Linked Boutique Stock on the gift.
Available quantity for the item increases for checkout.
Notes:
You will only see Linked Boutique Stock and Receive into Boutique if Inventory / Points & Inventory is enabled for your organization (Premium).
Your user account must have permission to add stock.
Full catalog and stock setup: Inventory Tracking.
Sponsored Person or Soft Credit
Pledges and in-kind gifts both include a Sponsored Person or Soft Credit field, the same field found on contributions and recurring contributions. Use it to recognize a person or organization other than the donor of record, for example an individual advisor behind a donor-advised fund gift, without changing who the recorded donor is.
A donor named as the Sponsored Person/Soft Credit on someone else's pledge now shows that pledge on their own Pledges tab, alongside a Credit Type column that marks it Soft Credit (a pledge they actually made shows as Direct). In-kind gifts are not part of this: an in-kind gift still only shows on the donor of record's own In-Kind Gifts tab. See Donors and Contributions for the full picture of how soft credit works, including on contributions and recurring contributions.
Best Practice
Choose the page that matches what the donor actually gave or promised. This keeps reporting easier later.