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1. Open a new record from the Gifts In Kind Categories service.
2. Fill in the the Name and a  and a Description of  of the new Gifts in Kind category.
3. Save and close the record.

After Gifts In Kind are received and recorded in the system, they are listed on the the Gifts In Kind tab  tab for the category. This list can display all Gifts In Kind (past and present), those marked as Current, those currently In Auction, those that have been Sold, and those that have been Discarded.

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Creating a Gift in Kind Pledge Creating a Gift in Kind Pledge

Creating a Gift in Kind Pledge

Follow these steps to record a Gift In Kind pledge:

1. Open a new record from the Pledges service.
   • You can also open new Pledges record from Fundraising Campaigns or Fundraising Campaign Solicitors records.
     
     
2. Select Select Individual Pledgeor  or Corporate Pledge.
   • For an individual pledge, enter a a Contributor.
   • For a corporate pledge, enter a a Company and a  and a Contact.
     
     
3. Enter the fundraising campaign in the the Campaign field field.
   • All pledges must be associated with a campaign. If some pledges are not applicable to any campaign, Aptify recommends that you create a Miscellaneous campaign to which these types of pledges can be linked.
      
4. If this prospect has an assigned solicitor, enter that person in the the Solicitor field field.
5. Select the the Source for  for the pledge from the drop-down list.
6. Select the current current Stage for  for the pledge from the drop-down list.
   • The options in this list correspond to the records in the Pledge Stages service (see see Creating Pledge Stages).
   • Typically, a pledge starts out in a verbal stage and later changes to a written stage once confirmed.
     
     
7. If the contributor does not want to be included in donor lists that can be generated from the reports for the Pledges service, clear the the Show in Donor List option option. Otherwise, leave this option selected.
8. If the contributor is a VIP donor,  select the the VIP option option.
9. On the the General tab tab, enter the the Date Sent and  and Date Received for  for the pledge.
10. Change the the Pledge Type to  to In Kind Gift.
11. Click the the Gift In Kind hyperlink  hyperlink to open a new Gifts In Kind record.

12. Give the donation a a Name and  and Description, and select a a Category.

    Note
    The Gift in Kind record must have the same currency type as the pledge. When opening a Gift in Kind record from a pledge, the Currency Type field is automatically populated with the currency type of the pledge.

13. On the the General tab tab, specify the organization that will take possession of the gift in the the Location field field.
14. Enter the Estimated  Estimated Value of  of the item.
    • The other fields on this tab are relevant when the Gift In Kind will be sold at an auction.
      
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15. Save and close the record to return to the Pledges form. 
    • The Estimated  Estimated Value from  from the Gifts In Kind record automatically flows down to the Pledges record’s record’s Amount field field.
      
      
16. Specify Giving Type information, if desired. See See Specifying Giving Type for details.
17. Specify Guest List information, if applicable. See See Specifying Guest Lists for details.
18. Specify Pledge Contacts, if desired. See See Specifying Pledge Contacts for details.
19. Save and close the Pledges record.
20. Modify the pledge as needed to reflect any changes in the donor’s pledge before it becomes confirmed.
21. Once the donor has confirmed the pledge, change the pledge’s pledge’s Stage to  to a stage that corresponds to the Written base stage. This locks down the pledge and prevents any further changes.