[crussell]

Hi all!

I have a stack of forms in front of me (yay ) with info that I really need to get into RE, but am undecided as to the best way to do that.

This is basically a form filled out by those who would like to make an in-kind donation (keeping in mind nothing has been actually received by us yet--they are only expressing an interest/intent to donate). In addition to the obvious name and contact info, it includes fields for Type of Donation (i.e. materials) and Description of the Donation (i.e. lumber, nails, paint, etc.), and signature. I expect this information will need to be queried/reported on (probably by date, type of donation, etc.).

It sounds a bit like a pledge, credited to our in-kind fund code, but I am a bit leery about recording them that way, and expect protests from the accounting department about it even though these "pledges" would not be reported to them book. Another thought is to maybe record these as some type of action?

I appreciate any thoughts or suggestions anyone here can offer. Thanks in advance!

[Nina Williams]

We have a policy that In-Kind Gifts only get recorded after the item is received. Once received we book the gift, value $0. In gift notes we put the description of the item (s) and if it has a known value whether FMV or donor declared value or if something like a gift certificate, actual value.

[andrea.bbbs]

What about creating a record for them and then creating some kind of attribute - like Potential GIK or something? Just a thought - since I have never (in my whole 2 1/2 years in non-profit) come across this.....

[Melissa Siobhan]

I have no idea why you would not treat it like a pledge? Just because it is in-kind does not mean that it is not a gift and can't be pledged. I agree that you would likley want to code them so they do not get reported to finance but I would record them as pledges.

[JBeckland]

This is definitely a pledge. You say so yourself - they filled it out as an intention of donation.

That will be the easiest and most accurate way to query and report on these.

[ARice]

How would you code the gift so that it is properly excluded from reports to Finance? Attributes are one way, but at the risk of adding yet another attribute (we have lots), is there possibly another way? Maybe define a gift type or subtype as "GIK-Pledge"? Can't say I've ever run across this issue in my limited experience, but at least with our database I would want a way to differentiate this in the gift type itself so there is as little confusion as possible.

[DrewAllen]

Quote:

Originally Posted by ARice

How would you code the gift so that it is properly excluded from reports to Finance? Attributes are one way, but at the risk of adding yet another attribute (we have lots), is there possibly another way? Maybe define a gift type or subtype as "GIK-Pledge"? Can't say I've ever run across this issue in my limited experience, but at least with our database I would want a way to differentiate this in the gift type itself so there is as little confusion as possible.

We use a gift subtype for this. We record pledges that our finance office does not record. We use the subtype "Conditional" for the ones that only we record and "Unconditional" for the ones that Finance also records.

Drew