---
schema_version: "1"
id: 9d5de1d7724292c480c44ba6f7fc927244e23a72b0991bd89abbf22fdd8c4f56
title: Gift Transactions in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_gift_transactions.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_transactions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9bc0e6a99b459ef4f96eff2422130026e666e7c000c47c8394c9d3c24d9c7dec
description: Use gift transactions to track donations that you receive as one-time gifts or as an installment to fulfill a commitment.
products:
  - Nonprofit
release: "264"
---
# Gift Transactions in Nonprofit

Use gift transactions to track donations that you receive as one-time gifts or as an installment to fulfill a commitment.

### Required Editions

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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11694e39">REQUIRED EDITIONS</th>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d11694e39 ">Available in: Lightning Experience</td>

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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d11694e39 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
              <strong>Developer</strong> Editions with Nonprofit Cloud
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With Fundraising, you can:

- Attribute gift transactions to a commitment, campaign, and donor.
- Allocate transaction amounts to designations based on donor-specified percentages.
- Manage refunds and soft credits.

A donor can pay a transaction through multiple means, including cash, stocks, or assets. Fundraising automatically creates or updates the associated gift transactions when you process gift entries. Fundraising also automatically creates the associated gift transactions when you schedule and process a gift commitment. For example, a $200 monthly gift commitment due on the 15th starting January 2026 creates a gift transaction for the first installment on January 15, 2026.

You can manually create a gift transaction for a commitment, if necessary. Use the gift commitment record’s details page to review upcoming, missed, or failed transactions, and recently paid or refunded transactions.

SEE ALSO

- [Gift Transactions Overview in](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_transactions_overview.htm&release=264.0.0&type=5 "Learn about gift transaction statuses and considerations for tracking donations.")
- [Gift Entry and Processing](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_entry_processing.htm&release=264.0.0&type=5 "Enter gifts individually or add them to a gift batch. A gift batch uses a gift batch template that enables you to quickly create gift entries that have the same set of fields.")
- [Gift Designations](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_manage_designations.htm&release=264.0.0&type=5 "A gift designation is a fund that represents a specific purpose for a gift, such as an earthquake relocation fund and a fund for after-school care in an underserved community. Quickly allocate incoming donations to specific funds with gift designations.")
- [Gift Commitments](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_commitments.htm&release=264.0.0&type=5 "Use the Fundraising app to manage all types of gift commitments, both monetary and in kind. You can track gifts for particular opportunities and campaigns, change transaction schedules, and update donation amounts. Automated tasks simplify handling recurring donations. You can also easily monitor upcoming, missed, failed, and recently paid and refunded transactions.")

- **[Gift Transactions Overview in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_transactions_overview.htm&release=264.0.0&type=5)**  
    Learn about gift transaction statuses and considerations for tracking donations.
- **[Create a Gift Transaction in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_create_a_gift_transaction.htm&release=264.0.0&type=5)**  
    Create a gift transaction for a one-time gift payment, an installment of a gift commitment, if an installment doesn’t exist, or for a non-revenue gift. Fundraising automatically creates a gift transaction when you create a gift entry or schedule a gift commitment.
- **[Add a Designation to a Gift Transaction in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_add_designation_to_gift_transaction.htm&release=264.0.0&type=5)**  
    Allocate or reallocate gift amounts associated with a gift transaction to gift designations of the donor's choice.
- **[Credit Influence as Gift Soft Credit on a Gift Transaction in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_add_soft_credit_to_gift_transaction.htm&release=264.0.0&type=5)**  
    Recognize constituents other than the donors for their help in bringing in the donors' gifts with gift soft credit. For example, track an influencer of the donation by adding this soft credit to the donor's gift transaction. You can also recognize tribute honorees as soft credit recipients.
- **[Provide a Full or Partial Refund in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_provide_full_or_partial_refund.htm&release=264.0.0&type=5)**  
    Create a refund to ensure that the associated gift transaction contains the complete transaction history. Return the full or a partial gift amount to the donor. Use refunds to resolve gift entry mistakes or to honor a donor's request to reverse their gift.