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Gift Entry/Gift History
The donor Gift History section serves as both a place to view a donor's history but is also the place to manually add new gifts and send thank you receipts. You can add gifts manually or eDenari will create a new gift record automatically when someone makes a donation through your Donation Page. Click the Donors tab at the top of the page then select a donor. Click the Edit button on the right to open that donor's record. The Gift History section is at the top of the page on the right.
Here you find a list of the donor's gifts. You can scroll through and select a gift by clicking the Edit button to make changes or you can click the Add Gift button to create a new gift record. To understand how gift records work, click Add Gift. This option can be used when someone sends their donation by check.
If you select Cash/Check, the Credit Card related fields will disappear and will be replaced with the Check Number field.
If you choose Credit Card you have the fields to enter the Card # and the Expiration Date. You must then click the Validate CC button. That runs a temporary transaction to determine if the card number is valid and the card can be used for a transaction. Now, clicking Save at the bottom of the screen will immediately run the transaction.
This is really the Letter Body and it must be set up ahead of time. You have the option to send a thank you receipt for each gift. When you do, the Letter Body linked to this gift record will be used at the top of the page. It is your opportunity to thank donors and to talk about your organization.
The Appeal Code tracks where this gift came from. It tracks your fund raising efforts. Each fund raising function should have an appeal code associated with it so that you can evaluate your efforts. Linking the gift to an appeal code will allow you to get a list of gifts from this appeal.
This document has walked through the process of creating a gift record manually. However, if the donor makes a donation through your Donation Page, eDenari will automatically create the gift record for you.
Now that the gift record has been recorded you can send a Thank You Receipt by clicking the Send Receipt button at the top of the gift page or from the list of gifts on the donor's page. See that section for more information.
