A suggested way to add Gifts in Kind to Donorfy and report on them, without affecting transactional figures and potentially Gift Aid, you can create a dedicated Gift in Kind Activity Type and add Gift in Kind Activities to a constituent's timeline. To do this:
Create an Activity Type
Create an 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
Save Changes
Add Activity to Constituent Timeline
From within a constituents timeline, add a new activity
Set the date
Select the Gift in Kind Activity Type from the drop-down box
Select the Campaign from the drop-down box
Insert any Notes as required
Add the details to the Text, Date and Yes/No fields as required
Create a task, if required, for example - follow up on 18th May 2020
If an alert is to be shown on the constituent's record, then toggle the Show as Alert switch to Yes
Add any connections, if needed
Once you have entered the data you would like, Save Changes
The Gift in Kind Activity will then display on the constituent Timeline
Create a List
To see what Gift in Kinds have been received or pledged, and the status, create an Activity List.
Name your List
Include the Activity Type - in this case Gift in Kind
Add any additional Filters as required
Save & Update Preview
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.
Auto Tags
If you would like to you can also create a Gift in Kind Tag and set it so that it uses the Gift in Kind List to Auto Tag the constituent record. See these articles to create a tag and set the Auto Tag:
Create a Tag: Setting up Tags
Set up Auto Tagging: Auto Tagging