How to Track In-kind Gifts
How you track in-kind donations in Eleo is up to your organization, but we recommend establishing a clear process so you and your team maintain consistency. Since in-kind gifts have a monetary value, the Gift Amount field is required when adding them in Eleo.
Tip: If the exact value is unknown, we recommend entering $0.01 as a placeholder until you have an accurate amount.
Here are some suggestions for tracking your in-kind gifts in Eleo:
- You may create either a Campaign, Fund, or Appeal for your in-kind contributions. This way, they can be easily filtered out in reports. To add any of these three options, click on your Settings icon (which is located in the upper right-hand corner when you log in), and then on Site Settings.
- Next, navigate to your Gift Settings and click on the corresponding one that you would like to track your in-kind gifts under (Ex. Campaign, Fund, or Appeal).
For example, if you click on the pencil icon for 'Edit List' for the Funds field and then on 'Add Fund', you may then enter the Fund Name where you will be able to track your in-kind gifts. When entering new donations (see our guide on 'How to Manually Add a Gift'), you may designate those in-kind gifts to this fund.
- Then, name your Fund, enter any optional information that you would like to have as well, and click on 'Save'. It will now be an available option on the gift screen when you add or edit a donation.
