About Gifts
Gifts are voluntary donations made by Prospects to organizations. They can be outright payments made to an organization, where the Gift and payment are received and entered together, or a Pledge that a specific donation will be made on a future date. They are most often comprised of cash, stock, or other tangible funds, but can also be in the form of goods or services.
Common Forms of Gifts
- Planned Gifts - A prospect commits to giving a major Gift, such as cash, equities, or property, on a future date or scheduled payment cycle. These gifts often take the form of bequests or charitable annuities.
- Gifts in Kind - Goods or services given to an organization. These are often items such as food, clothing, or equipment.
- Pledges - Donations promised to an organization, verbally or in writing, that have not yet been received.
Pledge-related information can be stored on the Pledge record.
Gifts can also be donated to an event, or to support an event participant. See Event-related Donations in the Processing Various Types of Gifts article for more information.
ClearView helps you manage Gifts and their associated information, such as are when they were received, funds they are associated with, appeal codes, batch numbers, tributes, and associated prospects (for soft credits).
Click the slider to learn about the fields associated with a Gift record:
This table outlines which fields can be included in this type of record. The table is organized by default order. Keep in mind that your organization can customize the structure and labels for all Go To Records, so the order in which you see fields and the names of each field may vary.
For most coded fields, use Table Maintenance to define new codes, modify existing code details, delete unused codes, or expire outdated codes.
ID Number |
The prospect ID number of the donor.
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Tran Type |
The type of gift transaction. Options are: Donation, Pledge, or Lifetime Pledge.
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Gift Amount |
The dollar amount of the donation.
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Gift Date |
The date the gift is received.
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Gift Type |
The code representing the type of monetary transaction for the gift, e.g., gift-in-kind, securities, cash, etc.
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Fund |
The fund associated with the transaction.
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Appeal |
The appeal code associated with the transaction.
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Unit ID# |
The unit ID number associated with the transaction.
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Solicitor |
Owner/Solicitor code; this field represents the staff person responsible for obtaining the gift.
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Batch No. |
The batch number associated with the gift transaction.
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Document Number |
External system unique identifier.
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Remark |
Additional information associated with the gift transaction.
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Anonymous? |
Indicates whether a gift can be listed for recognition purposes.
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Match |
Indicates when there is a matching gift associated with the gift transaction.
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Volunteer |
The ID number of the volunteer responsible for obtaining the gift.
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Gift Usercode 1-6 Description |
A user-defined coded table field associated with the gift transaction.
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User Flag 1 |
A user-defined flag field associated with the gift transaction.
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User Number 1 |
A user-defined numeric field associated with the gift transaction.
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User Text 1 |
A user-defined free text field associated with the gift transaction.
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Opportunity |
The transaction number of the opportunity record associated with the gift transaction.
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Planned Gift # |
The transaction number of the planned gift record associated with the gift transaction.
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Registration # |
The transaction number of the registration record associated with the gift transaction.
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Honor / Memorial Flag |
A flag indicating if the gift is an honor or a memorial gift transaction.
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In Honor/Memory Of |
The prospect ID number of the individual or entity in whose honor or memory the gift transaction was made.
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H/M Remark |
A remark associated with the honor/memorial gift transaction.
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Acknowledged |
A flag indicating whether the gift transaction will be acknowledged, or if an acknowledgement for the gift has been sent.
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Acknowledged Date |
The date that an acknowledgement for the gift was sent.
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Letter |
The type of acknowledgement letter associated with the gift.
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Transfer Source Transnum |
The transaction number of the gift from which this gift was created using the transfer feature.
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Transfer Reason |
The reason for a transfer associated with the gift transaction.
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Notify |
A prospect who is to be notified when the donor makes a gift, and whether the prospect has been notified.
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Associated |
A prospect associated with the gift transaction and the type of association.
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Gift Audit |
Information regarding adjustments made to the gift record.
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Though Gifts are made without the expectation of compensation, a great way to thank Prospects while incentivizing future giving is to attach a Premium to a Gift. Check out our Premiums documentation to learn more.
Additional Fundraising Methods
Gifts are not the only way to raise funds, and many organizations need a way to track payments made by Prospects in exchange for goods or services. These are some common fundraising methods our software helps you manage:
- Registrations - Fees paid to an organization by people signing up to participate in an event.
Gifts, such as funds raised by individuals or teams who are registered to participate, can be associated with an Event.
- Memberships - Fees or dues paid by people for Membership in an organization. It implies that the member receives some sort of benefit, such as access to an organization's resources, programs, events, or facilities.
- Subscriptions - Fees paid by people wishing to subscribe to a service provided by the organization, such as a monthly publication.
- Orders - Monetary funds received by organizations in exchange for the sale of goods or services. Those payments are filtered into the organization's expense budgets.
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