Gifts are where we store information about donations, membership dues and event tickets in DonorDock.


To view/edit a gift:

  1. Click on Gifts within the Fundraising tab in the menu
  2. From the gift list, search for the gift you wish to view or edit
  3. Click on the gift's type or amount to navigate to the gift's detail page
  4. To edit the gift, click the Edit Gift button under the Actions menu
  5. Make any changes to the gift and save the record


To create a gift:

  1. Click on Gifts in the Fundraising Menu Tab
  2. From the Gifts list, click the Add Gift button
  3. Enter the required fields, and any optional fields.
  4. Click Save
  5. Creating a gift can also be done from the quick add menu or from the donor's record

To create an in-kind gift:

  1. Click on Gifts in the left menu.
  2. From the Gifts list, click the Add Gift button.
  3. Enter the required fields, and any optional fields. For the Payment Type field, choose In Kind.
  4. Typically, with an in-kind gift, you would leave Received Amount as $0 and add the value of the gift into the Soft Credit Amount field. Also, storing what was given in the Payment Notes field can make your record-keeping easier in the future.
  5. If you organization provides a receipt at the time of drop-off, you can also put the receipt number into the Receipt Number field after selecting an in-kind payment type.
  6. Click Save.


Watch this video to see how to manage gifts within DonorDock.