To record Gifts in Kind without affecting transactional totals or Gift Aid it is suggested to create a dedicated Gift in Kind activity and report on it through Activity Lists.
Create a Gift in Kind Activity Type
Navigate to Settings, click Configuration.
Select Activity Type.
Click Add Activity Type for Gift in Kind.
Set up a number field on Activity Type for Notional Value.
Add Text, Date and Yes/No fields as required, for example:
Text Field: e.g. GIK Description or GIK Product.
Date Fields: e.g. Date Pledged and Date Provided.
Yes/No Field: e.g. Confirmed and Completed.
Click Save Changes.
Add Gift in Kind Activity to Constituent Timeline
Open the constituent’s Timeline.
Click Add Activity.
Fill in the Date of the activity.
Select your Gift in Kind Activity Type from the dropdown.
Select a Campaign from the drop-down box.
Add Notes and complete all relevant Text, Date, Number, or Yes/No fields.
Add a Task if follow-up activity is required.
Set Show as Alert to Yes if the activity should display as an alert on the constituent record.
Add any Connections as needed.
Click Save Changes.
The Gift in Kind Activity will now display on the constituent Timeline.
Create a List
Navigate to Lists and create a new Activity List.
Give the list a clear name (e.g. Gift in Kind Activity List).
In the filters, select Activity Type = Gift in Kind.
Add any extra filters as needed.
Click Save & Update Preview.
📌Note:
If you use the include field rather than a filter you will be able to filter or include the extra fields by name rather than field 1, field 2 etc.