Summary
In this module, you've explored how gifts are managed and processed in Fundraising and Engagement. Gifts can be transactions, donor commitments, or payment schedules. They're monetary or in-kind donations received from or pledged by a donor to a nonprofit organization.
The capabilities in Fundraising and Engagement for gift processing examined in this module include:
Creating and processing transactions for monetary donations, soft credits, and gifts in kind
Viewing transaction results
Creating donor commitments for one-off donations
Converting donor commitments into a donation
Creating a payment schedule for a recurring donation and their related transactions
Changing and canceling a payment schedule
Creating a payment schedule for a pledge schedule and understanding how pledge allocations work
Converting a donor commitment from a pledge schedule into a donation