In-kind gifts and better receipts

You can now track donated goods and services and give donors receipts they can use at tax time.

In-kind gifts

Record donated goods and services alongside your cash gifts, and keep them out of your cash totals.

• Your categories and catalog. Under Settings → Organization → In-kind, set up categories for what you receive (clothing, pet supplies, veterinary services) and a catalog of what each item is worth. A starter catalog gets you going.
• Record a gift. Log an in-kind gift against a contact, price it from your catalog, or leave it unvalued. Edit it later from its row instead of deleting and re-entering it. A corporate drop-off can be recorded against a company with no contact needed.
• Where it shows up. In-kind gifts appear on the donations list, a campaign's header, company records and a contact's Giving tab. They are always reported separately from cash, so your fundraising metrics stay accurate.
• Acknowledgments. Donors get an acknowledgment when their gift is recorded, describing what arrived and never putting a dollar value on it. Any that couldn't be delivered show on the donations list and the donor's record, where you can resend or print a copy to mail.
• Year-end report. A new standard report, In-kind gifts received, lists everything donated in the fiscal year with totals by category, and flags gifts over $500 and $5,000.
• Import past gifts. Bring in a CSV of historical in-kind gifts from the Finance import drawer (donors, categories, quantities and values) without sending anyone a second thank-you.

Receipts and year-end statements

• Say what the donor received. Receipts state exactly what a donor received in return for a gift, if anything.
• Receipts for offline gifts. Gifts you record by hand or import from a CSV can now email a receipt too.
• Year-end giving statements. Open a donor's statement from their Giving tab: every gift they made in a calendar year, ready to print or save as a PDF.

Also new

• Programs in Settings. Every organization can now manage programs under Settings → Programs, with a fundraising goal and an optional code. Archive a program you no longer run, and its name stays on the grants and gifts already recorded against it.
• Donor employers in your CRM. When a donor picks their employer in the Double the Donation step, their contact is linked to that company, and an empty Employer field is filled in for you.