How to Use Gift Source When Adding a Donation

The Payment Type field is currently hard-coded in Eleo. This means that there are pre-set options available that are not customizable. We understand that you may have received a donation outside of the options that we offer for you to select, so we suggest selecting the one that best matches (Ex. Other) and applying it to a specific Gift Source since this field can be customized by users.

1. Navigate to Settings, which is located in the upper right-hand corner of your database:

2. To the left, under Account Settings, click on Lookup Tables.

3. Click on Gift Sources.

4. Click on Add New.

a. Enter the code. This will be what appears in the Gift Source dropdown when adding a donation into your database. Examples are GoFundMe, Facebook, or payment processors outside of what Eleo offers as integrations, etc.

b. Description is optional and for internal use.

c. Leave it set to ‘Active’ so that it populates in the Gift Source dropdown during gift entry.

d. Then, click on ‘Save’.

5. Lastly, follow the steps in our document under the Guides tab of our Library for the process of ‘How to Manually Add a Gift’.