In-Kind Gifts

The In-Kind Gifts section of the Pledges & Receipts Query screen displays all in-kind gifts that have been received. You can use filters to narrow down the list. See Working with Filters for more details.

 

 

To access a specific in-kind gift, click the hyperlink in the Date column.  From there, you can view and edit the in-kind gift as well as view and print the In-Kind Gift Thank You Letter.

 

To view the contact record, click the contact's name in the Received From column.

Action Buttons

New Record: Creates a new in-kind gift. Click "New Record" and fill in the required information. Then click "Add" to create the record.

 

Export to CSV: Creates a Comma Separate Value (CSV) file, which you may open in Excel. The file will include all of the records and fields in the Browse Grid. Use the Filter Section to narrow the list if needed.  Use the Options Section to change the fields included in the export.

 

Email or Print Thank  You Letters: Allows you to email or print to PDF the In-Kind Gift Thank You Letter for each in-kind gift displaying in the Browse Grid. You may also print mailing labels. Use the Filter Section to narrow the list if needed. For more information about the In-Kind Gift Thank You Letter, see Pledges & Receipts Letter Templates.

 

Print: Prints the list of all records appearing in the Browse Grid. Use the Filter Section to narrow the list if needed. Use the Options Section to change the fields included in the printout. The list will be previewed before printing. You may choose to send it to a printer or save as PDF.