gifts in kind

I am adding all gifts in kind that we receive onto RE and am including a specific fund and a few appeal codes to show which areas they have been used in, in our case for camps or for fundraising. I need to run a monthly report showing what gifts in kind we have received and to which department they were allocated. Unfortunately, the gift in kind section only allows me to report on the fund and does not included appeals. I can design a Gift Detail & Summary Report for this purpose, but feel it would be useful to include other options such as the appeal description on the gift in kind report.

  • Guest
  • Feb 15 2013
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  • Guest commented
    March 18, 2016 01:49

    Bridget Passmore, Appeal = how was it solicited (email, letter, in person, etc.) not "where should it be used". The only place to record how the gift is to be used is FUND. I think you need to create separate funds for each of these restrictions on the gifts.

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  • Guest commented
    March 18, 2016 01:49

    What do you mean when you say "the gift in kind section"?? Why don't you just create a gift query -- gift type = Gift in Kind. Enter date parameters if necessary. Then output the fund and appeal??

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  • Guest commented
    March 18, 2016 01:49

    I think she means the gift in kind report. And I repeat - apeal is not where you put this information which is why for most people the GIK report works just fine.

    You are welcome to use fields in ways other than intended, but you will not get canned reports to have the same mindset when you do.

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