Gift Entry

The following steps illustrate a basic Gift entry. In this example, the Donor is new to the organization, but the recipient Fund is already on file.

• If you need to create a new Fund record for your Gift, refer to Fund Entry in the Fund Management module for more information.

• If you need to create a Profile record for the Donor, refer to Profile Entry in the Profile Management module for more information.

Note: Determining required fields is an institutional decision. One organization might skip a field that is required at another. FIMS allows you to highlight fields that are required at your organization. Refer to Required Fields in the Introduction for more information.

When you select the Donor ID code for a Gift, FIMS automatically pulls information from the associated Profile record to add to the Acknowledgment tab. When you save the Gift, FIMS automatically adds the Distribution information to the General Ledger tab.

You can either accept these default values or make changes or additions to the information on the Acknowledgment and General Ledger tabs.