| Single Payment Gift (Untracked Solicitation) |
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| Multiple Payment Gift |
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| Recurring Gift |
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| Matching Gift |
- Set up Gift Default Designations.
- Optionally, create a custom field at the Business Account level to capture
matching policies for the matching gift donor.
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| Inbound Grant |
- Set up Gift Default Designations.
- For gift commitments to be available when creating a gift entry, set the
Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing
Transaction Count in General Fundraising Settings.
- Set up grant solicitation processes on the Opportunity object (record type,
stage values, Sales Process).
- Create custom fields on the Opportunity object for grant-specific
information.
- Set up a grant-specific page layout for the Opportunity object.
- Create and assign a permission set for anyone who needs access to
grant-related functionality.
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| In-Kind Gift |
- Set up Gift Default Designations.
- For gift commitments to be available when creating a gift entry, set the
Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing
Transaction Count in General Fundraising Settings.
- Review and modify Gift Vehicle picklist values on the Gift Commitment object
as needed.
- Optionally, add a custom field for tracking description and quantity. Also add
this custom field to the Gift Entry Flow, if necessary.
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| Gift from Donor-Advised Fund |
- Set up Gift Default Designations.
- For gift commitments to be available when creating a gift entry, set the
Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing
Transaction Count in General Fundraising Settings.
- Confirm that Gift Soft Credits are available on the Gift Entry template and
Gift Transaction related list.
- Optionally, add Pledge record type to the Gift Commitment object.
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