Gifts

Watch this video to learn how to add/document a new gift in your GiveSmart Donor CRM account. Steps to add a gift record From the Quick Actions container within the dashboard, click RECORD A GIFT Select a donor  Add to ex...

Gifts can be bulk edited to delete gifts, add/change available fields or remove fields.   Locate the bulk action feature by selecting Gifts from the left navigation, and choose Gift Listing from the dropdown.  To apply an advanced filter or da...

To embed a DonorCRM form within your existing webpage, you will need to share the code found below with your web designer.   Once an online form is created within DonorCRM, the URL generated from the form can be placed into the block of code list...

Add a New Pledge A pledge is a financial contract between a donor and charity/organization that the donor promises to make payment on in the future.   Select Pledges section on the left navigation bar   Click on Add a new Pled...

Create in honor or in memory gifts within GiveSmart Donor CRM.  Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to the 2nd section of the gift entry pro...

An In Kind Gift is a non-monetary gift (e.g. a physical asset vs. cash) which can be recorded in Donor CRM.  Adding an In Kind Gift When recording a new gift in Donor CRM, select the Payment Type for In-Kind Goods or Services . Fill in the Gif...

Quick Gift Entry uses pre-filled fields to speed up the process of recording a gift. Instead of entering each field manually, you can use a quick entry template to pre-populate certain fields and expedite gift entry.  This article details how t...

What is a Soft Credit? A soft credit is a way to recognize a donor for a gift they didn't directly give, but had influenced or facilitated. It's for tracking purposes so you can " soft credit" the influencer to help you keep track of who is ...