- Click Accounts
- Click Find an Account
- Type in the name of the constituent account that needs to have the gift added
- Click Find
- Click on the name of the constituent
- Click the blue Journal link in the account header
- Click on the blue Add box on the left side
- Click Gift/Pledge under the Transaction header
- Enter or change the existing date
- Enter the donation amount in the Received Amount
- Click on the drop-down to choose a fund. If applicable, choose a Campaign, Approach, Letter, and Fundraiser.
- On the right side under gift types choose the appropriate gift and and add the information there.
- There are also options on the right to add a Tribute, Soft Credit, Matching Gift, User Defined Fields, Recognition Information, and to attach documents.
- Click on the drop-down beside Search at the bottom and choose Go to Journal
- Click Save And
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