Depending on your version of Grant Toolbox, you may have the in-kind donations enabled.
This allows you to record any non-cash gifts or services you have provided.
Entering a Gifts in kind donation is very similar to entering a staff generated grant.
Tip: You will need to create the organisation and primary contact in the CRM before entering the donation.
To enter a Gifts in kind donation you will need to:
- Open the appropriate Gifts in Kind Grant Round from the Grant Round Administration module (The grant round needs to have a status of open).
- On the General tab, select the 'Add Staff Generated Grant' button
- A new window will open. Select 'Gifts in Kind' as the Application Type.
- Search for and select the Organisation and Primary Contact.
- Select Continue.
- On the Project Details tab enter the details of the gift. Save draft once complete.
- Select the Approve button to move the application to the Approved status.