How to Manually Add a Gift
Here are the step-by-step instructions on how to manually add a gift into Eleo.
1) Navigate to Gifts > Gifts > Add Gift.
2) Click on the contact that you would like the gift to correspond with.
• If there is not already a contact for them in your database, navigate to Contacts > Add Contact, fill out the corresponding information, and click on ‘Save and Add Gift’.
3) If the contact has one or more open Pledges or Memberships, the screen below will appear. For more information about Pledges or Memberships, visit the documents in these sections of the Guides tab in our Library. You can select ‘Add a Gift’ and click on Next to proceed.
4) In the Gift Record, these four fields will be required for you to fill out when entering your new gift. All other fields are optional:
• Payment Type: These are the different types of options available for the exchange of money or goods. They are hard-coded in Eleo. If you have a donation that does not fall into our available options for this, we recommend selecting ‘Other’ and adding yours to Gift Source under Settings > Account Settings > Lookup Tables > Gift Sources.
- If a donation was contributed by Check, Check Date (instead of Gift Date), and Check Number will be required. If you do not have this information, you may set your own date for your records, as it is up to you and your organization how you track your information in Eleo. If you do not have the Check Number, you may list N/A.
• Amount: This is the gift amount you received. In-kind donations have a gift amount since they do have a monetary value. If you do not have their value, you can enter an estimated value or $0.01 as you’ll be able to filter out your Payment Types in our Standard Reports.
• Gift Date: This is the month, day, and year that the donation was contributed on.
• Fund: This is a specific area that your donations are designated to (Ex. a bank account) for the use of your organization. If you do not have a fund set-up, General Fund is already listed in your database.
5) After filling out your corresponding fields, you may click on ‘Save’ in the upper right-hand corner of the screen or ‘Save and Add Another’ to add their next gift. If you have questions about manually adding gifts to your database, please do not hesitate to contact our Eleo Support Team at 1-844-676-ELEO (3536) or email us at Support@EleoOnline.com.
