---
schema_version: "1"
id: b2bfbcdca46f6a4e0cd5dddba913af95737b30d4fea24c4c417a4899b3533be2
title: Configure In-Kind Gifts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_config_in_kind_gifts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 474ed9ae43ba629b627c70c688be51b43ddde36db2750963495d8d0236812790
description: Find out more about configuring in-kind gifts.
products:
  - Nonprofit
release: "264"
---
# Configure In-Kind Gifts

Find out more about configuring in-kind gifts.

- **[About In-Kind Gifts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5)**  
    The NPSP In-Kind Gifts feature lets you track non-monetary gifts to your organization such as computers, food, clothing, equipment or professional expertise. Keep In-Kind Gifts separate from cash donations for accurate reporting.
- **[Create In-Kind Opportunity Stages](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5)**  
    Create Opportunity stages for In-Kind Gifts. (If you already have these stages configured, you don't need to recreate them.)
- **[Create an In-Kind Sales Process](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5)**  
    Follow the steps to create a sales process for in-kind gifts.
- **[Create In-Kind Record Type](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5)**  
    Follow the steps to create a record type for in-kind gifts.
- **[Choose Picklist Values for In-Kind Record Type](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5)**  
    Follow the steps to add picklist values to the in-kind record type.
- **[Set Field-Level Security](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5)**  
    Follow the steps to set access to Opportunity fields.
- **[Assign Page Layout to Record Type](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5)**  
    If you selected the In-Kind Gift Layout when you created the In-Kind Record Type, you can skip this step. Otherwise, assign the In-Kind Gift page layout to the In-Kind Gift Record Type.
- **[Add a Lightning Action to Contacts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5)**  
    Add a Lightning Action to Contacts to easily create a new In-Kind Gift from a Contact record.
- **[Configure In-Kind Gift Settings](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5)**  
    There are in-kind gift settings related to payments and rollups that you may want to configure.
- **[(Optional) Activate In-Kind Workflow Rule](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_in_kind_gifts.htm&release=264.0.0&type=5)**  
    NPSP provides a Fair Market Value field on the In-Kind Gift Layout. You may want the Fair Market Value amount reflected as the "Amount" of the In-Kind Gift. This is useful if you want to see the Fair Market Value of an In-Kind Gift included in the automatic rollup statistics on the Contact or Account.

## About In-Kind Gifts

The NPSP In-Kind Gifts feature lets you track non-monetary gifts to your organization such as computers, food, clothing, equipment or professional expertise. Keep In-Kind Gifts separate from cash donations for accurate reporting.

NPSP In-Kind Gifts uses the following object:

- Opportunity (standard object): Use an In-Kind Gift record type on Opportunity, and In-Kind sales process, to track In-Kind Gifts.

### Feature Release Information

This feature was released in NPSP version 3.66 (3/2/2016).

## Create In-Kind Opportunity Stages

Create Opportunity stages for In-Kind Gifts. (If you already have these stages configured, you don't need to recreate them.)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)

Note Forecast Category is always set to Omitted since the declared value of In-Kind Gifts should not be reflected in Forecast reporting.

    
| Stage Name | API Name | Type | Probability | Forecast Category |
| --- | --- | --- | --- | --- |
| In-Kind Not Yet Received | In-Kind Not Yet Received | Open | 50% | Omitted |
| In-Kind Received | In-Kind Received | Closed/Won | 100% | Omitted |
| Prospecting | Prospecting | Open | 10% | Pipeline |
| Withdrawn | Withdrawn | Closed/Lost | 0% | Omitted |

To add Opportunity stages:

1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**.
2. Click the **Object Manager** tab.
3. In the list of objects, click **Opportunity**.
4. Click **Fields & Relationships**.
5. Click the **Stage** field.
6. In the Opportunity Stages Picklist Values related list, click **New**.
7. Enter the Stage Name, API Name, Type, Probability, a Forecast Category as shown in the table.
8. Click **Save**.

For more information on how to create Opportunity stages, see [Understand and Customize Sales Processes and Paths](https://trailhead.salesforce.com/en/content/learn/modules/opportunity-settings-in-nonprofit-success-pack/understand-and-customize-sales-process-and-path-npsp).

## Create an In-Kind Sales Process

Follow the steps to create a sales process for in-kind gifts.

1. From Setup, enter Sales Processes in the Quick Find box, then click **Sales Processes**.
2. Click **New** to create an In-Kind Gift sales process.
    - Sales Process Name: In-Kind Gift
    - Selected Values: Prospecting, In-Kind Not Yet Received, In-Kind Received, Withdrawn
3. Click **Save**.

![In-Kind Gift Sales Process](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/in_kind_sales_process.png)

For more information on configuring Sales Processes, see [Understand and Customize Sales Processes and Paths](https://trailhead.salesforce.com/en/content/learn/modules/opportunity-settings-in-nonprofit-success-pack/understand-and-customize-sales-process-and-path-npsp).

## Create In-Kind Record Type

Follow the steps to create a record type for in-kind gifts.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Opportunity**.
3. Click **Record Types**.
4. If the In-Kind Gift record type does not already exist, create one with the following details:
    - Existing Record Type: Master
    - Record Type Label: In-Kind Gift
    - Sales Process: In-Kind Gift
    - Description: Use this record type to track In-Kind Gifts such as office supplies, etc.
    - Active: selected
5. Next to each profile that can select this Record Type, check the **Enable for Profile** box.
6. Click **Next**.
7. Select **Apply one layout to all profiles**, then select the In-Kind Gift Layout.
8. Click **Save**.

For more information on creating record types, see [Create Record Types](https://help.salesforce.com/s/articleview?id=platform.creating_record_types.htm&type=5).

## Choose Picklist Values for In-Kind Record Type

Follow the steps to add picklist values to the in-kind record type.

Once you’ve created the new record type, verify that the In-Kind Type picklist field has the two values, Goods and Services, selected for the In-Kind record type. Also verify that the Matching Gift Status field has Potential, Received, and Submitted selected.

To edit picklists for record types:

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Opportunity**.
3. Click **Record Types**.
4. Click **In-Kind Gift**.
5. In the Picklists Available for Editing section, click **Edit** next to In-Kind Type.
6. Make sure that Goods and Services are listed as Selected Values.
7. Click **Save**.
8. Click **Edit** next to Matching Gift Status.
9. Make sure that Potential, Received, and Submitted are listed as Selected Values.
10. Click **Save**.

## Set Field-Level Security

Follow the steps to set access to Opportunity fields.

Check that the relevant profiles and permission sets have access to the following Opportunity fields:

- Fair Market Value
- In-Kind Description
- In-Kind Donor Declared Value
- In-Kind Type

To set field access:

1. From Setup, enter Profiles in the Quick Find box, then click **Profiles**.
2. Click the name of the Profile you want to set field-level security for.
3. In the Field-Level Security section, click **View** next to Opportunity.
4. Make sure the profile has the correct level of access to each of the In-Kind Gift fields. If not, click **Edit** and select the checkbox, then click **Save**.

For more information on setting field-level security, see [Verify Access for a Particular Field](https://help.salesforce.com/s/articleview?id=platform.checking_field_accessibility_for_a_particular_field.htm&type=5).

## Assign Page Layout to Record Type

If you selected the In-Kind Gift Layout when you created the In-Kind Record Type, you can skip this step. Otherwise, assign the In-Kind Gift page layout to the In-Kind Gift Record Type.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Opportunity**.
3. Click **Record Types**.
4. Click **Page Layout Assignment**.
5. Click **Edit Assignment**.
6. In the In-Kind Gift column, make sure the In-Kind Gift Layout is selected for the appropriate profiles.
7. Click **Save**.

## Add a Lightning Action to Contacts

Add a Lightning Action to Contacts to easily create a new In-Kind Gift from a Contact record.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Contact**.
3. Click **Buttons, Links, and Actions**.
4. Click **New Action**.
5. Fill in the following details:
    - Action Type: Create a Record
    - Target Object: Opportunity
    - Relationship Field: Primary Contact
    - Record Type: In-Kind Gift
    - Standard Label Type: New \[Record Type\]
    - Name: NewInKind
6. Deselect **Create Feed Item** (unless you want a Chatter post each time a user creates an In-Kind Gift with this Action).
7. Click **Save**.
8. In the Page Layout editor, add the following fields to the New In-Kind Gift quick action layout:
    - Opportunity Name
    - Close Date
    - Stage
    - In-Kind Type
    - In-Kind Description
    - Optionally, remove the Next Step field
9. Click **Save**. Next, set default values for the Close Date, Opportunity Name, and Stage fields.
10. In the Predefined Field Values list, click **New**, and enter these values:
    - Field: Close Date
    - Value: Today()
11. Click **Save**.
12. In the Predefined Field Values list, click **New**, and enter these values:
    - Field: Opportunity Name
    - Value: Contact.FirstName & " " & Contact.LastName & " In-Kind " & TEXT(MONTH(TODAY())) & "/" & TEXT(DAY(TODAY())) & "/" & TEXT(YEAR(TODAY()))
13. Click **Save**.
14. In the Predefined Field Values list, click **New**, and enter these values:
    - Field: Stage
    - Specific Value: In-Kind Received
15. Click **Save**.

Finally, add the Lightning Action to the Contact Lightning page layout:

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Contact**.
3. Click **Page Layouts**.
4. Click the **Contact Lightning Layout**.
5. In the palette, click **Mobile & Lightning Actions**.
6. Drag the New In-Kind Gift Lightning Action to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
7. Click **Save**.

## Configure In-Kind Gift Settings

There are in-kind gift settings related to payments and rollups that you may want to configure.

### Disable Payments for In-Kind Gifts

Since there is no payment of actual funds for an In-Kind Gift, we recommend enabling a setting that prevents the automatic creation of Payment records for In-Kind Gifts. If you started with an NPSP Trial after August 25, 2020, this is already done for you.

1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)).
2. Click **Donations** | **Payments**.
3. Click **Edit**.
4. Select **In-Kind Gift** in the **Excluded Opp Record Types** section.
5. Click **Save**.
    
    ![Excluded Opp Record Types setting in NPSP Settings.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/in-kind_gifts_donationspayments.png)

### In-Kind Gifts in Account and Contact Rollups

If needed, you can set up your rollups to exclude In-Kind Gifts.

If you're using Customizable Rollups and **don't** want In-Kind giving reflected in rollups:

1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)).
2. Click **Donations** | **Customizable Rollups**.
3. Click **Configure Customizable Rollups**.
4. Click **View Filter Groups**.
5. Either click **New Filter Group** or click ![Down arrow icon to indicate that there are more actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png) then click **Edit** to modify an existing filter group.
6. Add a filter rule with these values:
    - Object = Opportunity
    - Field = Record Type ID
    - Operator = Not In List
    - Value = In-Kind Gift
7. Click **Save**, then Save the filter group. You can now apply this filter group to Customizable Rollups that shouldn't include In-Kind Gift Opportunities.

If you're not using Customizable Rollups and **don't** want In-Kind giving reflected in Contact and Account rollups:

1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)).
2. Click **Donations** | **Donor Statistics**.
3. Click **Edit**.
4. Select **In-Kind Gift** in the **Opp RecTypes Excluded for Account Rollup** and/or **Opp RecTypes Excluded for Contact Rollup** sections.
5. Click **Save**.

If you **do** want In-Kind giving reflected in Contact and Account rollups, check the out-of-box filter groups that mention record types and make sure that they don't include filter rules that exclude In-Kind Gifts. Additionally, make sure the Amount and Fair Market Value fields are populated on In-Kind opportunities.

Activate the Opportunity Copy FMV to Amount workflow rule to automatically copy the Fair Market Value to the Amount field.

## (Optional) Activate In-Kind Workflow Rule

NPSP provides a Fair Market Value field on the In-Kind Gift Layout. You may want the Fair Market Value amount reflected as the "Amount" of the In-Kind Gift. This is useful if you want to see the Fair Market Value of an In-Kind Gift included in the automatic rollup statistics on the Contact or Account.

You can activate a workflow rule that automatically copies the Fair Market Value to the Amount field if the Amount field is left blank.

To activate this workflow rule:

1. From Setup, enter Workflow Rules in the Quick Find box, then click **Workflow Rules**.
2. Click **Activate** next to the Opportunity Copy FMV to Amount workflow rule.