Entering Pledges and Contributions in Fund Maintenance
This article will give you an overview of adding pledges and contributions through the Fund Maintenance.
In this article:
Entering Pledges
1
Click on
Fund Raising via the top navigation bar and select
Fund Maintenance.
2
Open your desired fund by clicking on the fund name, then select the
Active Pledges tab.
3
Click
New Pledge, and a pop-up will appear where you can enter your pledge information. In this pop-up you can type either the Family's last name, or their budget number. There are also fields for the pledge amount, frequency, from/to date, as well as comments. If you do not put a From/To Date, Gabriel will assume it is a one-time pledge and mark it as such. Comments are optional.
4
Click
Save when you have entered your pledges for the fund you chose.
Entering Contributions
1
Click on
Fund Raising via the top navigation bar and select
Fund Maintenance.
2
Open your desired fund by clicking on the fund name, then select the
Contributions tab.
3
You are now ready to enter your contribution information.
- Select a Contribution Date. The contribution date does not need to be the same for all contributions entered into the fund.
- In the Family field enter the last name or budget number of a family record. Select the correct family from the drop-down that appears.
- In the Contributions Amount enter the dollar amount of the contribution. You do not need to enter $ or decimal points unless the contribution amount requires it. For example: you only need to enter 10 for $10.00, and you can enter 10.5 for $10.50.
- If the contribution is Non-Deductible then check the Non-Deductible box. Contributions with this box checked will not be included in Annual Year-End Statements.
- Enter the check number in the Reference field, or you can say it's a cash contribution
- Enter any comments that are meaningful to you and this entry if applicable.
4
Click
Save when you have entered all your contributions for the fund you chose.
Note: Within the Fund Maintenance, you can only see contributions made during the past 2 years. To see ALL historical contributions, you'll need to generate a Fund Raising Report.
