Enter Gifts received Offline
What about that impromptu check your friend wrote 'on-the-fly', and........ what about that cash gift you received the other day from your co-worker? How do you adjust your total to reflect these?
You can easily add offline gifts to your account in the Participant Center. You can use either the Follow Ups screen (Select Follow Ups, click on link) or the Progress screens (Select My Progress or Team Progress, click on link).
So, what exactly qualifies as an offline gift?
An Offline Gifts is any donation made on your (personal) behalf, by check or cash, and not by using a credit card on the web site. You certainly need to add these to the total amount that you have raised. They could appreciably augment your fundraising progress!
Will the offline gifts you enter into your account be reflected in the Progress charts (My Progress and Team Progress reports)?
Once you enter the offline gifts that have been made on your behalf, you can instantly see these reflected in the total.
How do you enter an offline gift so that it is reflected in the total amount raised by you and your Team ?
Follow the steps described below:
On the Follow Ups screen (or on the My Progress or My Team's Progress) screens, select the Enter Gifts Received Offlline link to add offline gifts to your account.
On the screen that displays, enter the information that is asked for. Be sure to enter information in the fields that are compulsory (prefixed by a star).
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Name |
Enter the name of the Donor who made the offline gift |
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|
Enter the E-mail Address of the Donor who made the offline gift |
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Street1 |
Enter the street address of the donor of the offline gift |
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Street2 |
If you have a second street address for the offline donor, enter it here |
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City/State/Zip |
Enter the City of residence (as per the street address) |
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Country |
Enter the Country of residence (as per the street address) |
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Gift Amount |
Enter the dollar amount of the offline gift made |
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Gift Type |
Use the drop-down menu provided to select check or cash for gift type (method of donation) |
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Check Number |
If the Gift Type (above field) is check, enter the check number here. If the Gift Type is cash, you do not need to enter information in this field |
Press Save to commit the offline donation you have just entered.
To enter another offline donation without going back to the Follow Ups screen again, press the Save and Add Another button.