In-Kind Gift Process

1.Set Up In-Kind Gift Thank You Letter

1.Go to "Settings" on the Main Navigation Bar and select "Contacts Settings"

2.Scroll down to the Pledge & Receipts Letter Templates section

3.Click the "Edit" button

4.Expand the In-Kind Gift Thank You Letter Accordion

5.Customize the letter template and insert place holder fields as needed

6.Click "Save"

2.Enter Donor into Contacts, if needed

1.Go to "Development" on the Main Navigation Bar and select "Contacts"

2.Check to make sure the contact is not already in PastPerfect by typing the Last Name into the Simple Search Box and scanning through the results

•If the contact already exists, go to the Contact record, and continue to the next set of steps.

3.Click "New Record"

4.Fill in the required fields: ID No, Last Name

5.Populate the rest of the fields as needed

6.Click "Add New Record"

7.Enter in any additional information, including the fields on the Address & Phone Numbers accordion

8.Click "Save" in the Edit Bar at the top of the screen

3.Enter In-Kind Gift

1.Click "Edit" in the Edit Bar at the top of the Contact record

2.Expand the In-Kind Gifts Accordion

3.Click "Add New Gift"

4.Fill in the required fields: Date, and Type

5.Fill in additional fields as needed

6.Click "Add" on the pop-up window

7.Click "Save" in the Edit Bar at the top of the screen

4.Print Individual In-Kind Gift Thank You Letter

1.Click "Edit" in the Edit Bar at the top of the Contact record

2.Expand the In-Kind Gifts Accordion

3.Click the hyperlink in the Thank You Letter Sent column

4.Customize the letter on the letter screen as needed

5.Use the "Email", "Save as PDF" or "Print" options to produce the letter in the desired format

6.Choose whether you want to add the entry to the Mail & Contact Log

7.Close the Thank You Letter window

8.Click "Save" in the Edit Bar at the top of the screen

9.To print a mailing label, click "Letters" in the top right of the Contact record, click "Print Label", and follow the prompts

5.Print Bulk In-Kind Gift Thank You Letters

1.Go to "Development" on the Main Navigation Bar and select "Pledges & Receipts"

2.Select "In-Kind Gifts" in the Left Sidebar

3.Click "Add Filter"

4.Select "Date" as the Field

5.Select "Greater Than Or Equal" as the Condition

6.Type in the beginning date for the in-kind gifts that need thank you letters printed

7.Click "Add Filter" again

8.Select the radio button for "and"

9.Select "Date" as the Field for the second line

10.Select "Less Than Or Equal" as the Condition

11.Type in the ending date for the in-kind gifts that need thank you letters printed

12.Click "Apply"

13.Browse through the resulting records to be sure they are ones for which you want to print letters

14.Click "Email or Print Thank You Letters"

15.Select one of the output options: "Print Mailing Labels", Print to PDF", "PDF Preview of Emails" or "Send All Emails Now"

16.Choose whether you want to add the entry to the Mail & Contact Log

For additional information, see In-Kind Gifts.