From the gift record or batch:

  1. In the batch, place the cursor on the row for the gift to link
OR

Open the appropriate gift record in the Records module
  1. From the menu bar, select Gift, Links, Event and select Registration Fees, Other Donations, or Sponsoring Pledges (if the gift type is Pledge)
  2. In the screen that appears, select an existing registration, Load Registrations From, or Click New Registration. If creating a new registration:
    • Search for the event record(s) to which to link. Note: If linking one gift to multiple events, all events must be selected at the same time. One event cannot be linked and then another event added.
    • Select the Participant type: Registrant, Guest, or Sponsor. Click OK.
    • In the New Registrant screen, go through each tab and enter the appropriate information. Click Save and Close.
  3. If applying the gift to registration fees, in the Amount Applied field for the selected event(s), indicate the gift amount to apply to the registration (normally the same amount as the registration fees). This amount can be less than the gift amount, but it cannot be more than the gift amount.
  4. Click OK and save the gift. If in a batch, commit the batch when finished entering all the gifts.

    OR

    If in Records, click Save and Close to save the gift.

From the Grouped Event Registration Wizard:

  1. In Records, click Events
  2. Click New Registration for Grouped Event
  3. Select either Individual or Organization
  4. Search for the appropriate constituent
  5. Select a group in the Group drop-down
  6. Click Next
  7. On the Select Events screen, mark the appropriate events
  8. Click Next
  9. Mark the appropriate option on the Registrations screen:
    • Link the sum of all registration fees to a single: This option links the sum of all registration fees to one constituent gift record for the group of events
    • Link some or all of the registration fees for each event to separate: This option links registration fees to separate gifts
    • Do not link registration fees to gifts at this time: This option does not link the registration fees to constituent gifts at all. This can be done later, after registering the participant on the constituent record.
  10. Proceed with registering for the events
 

From the event record:

  1. In Records, click Events
  2. Open the appropriate event record
  3. Select the Participants tab and open the appropriate registration
  4. For Registration fees, select the Registration Fees tab and click Link to Gift. For Donations, select the Donations tab and click New Gift.
  5. The Open screen appears.
  6. Open the gift to link and click select. If the gift is new, click Add New.
  7. If adding a new gift, a new gift opens. Enter the constituent name and gift information and click Save and Close. The Amount to Apply to Registration Fees screen appears.
  8. If applying the gift to registration fees, indicate the gift amount to apply to the registration (normally the same amount as the registration fees). This amount can be less than the gift amount, but it cannot be more than the gift amount.
  9. Click OK. The Linked Gifts for Participant screen appears.
  10. Click Close to return to the participant's Registration Fees tab
  11. The Amount paid and Date paid fields now include the gift information. Click View Gifts to view the linked gift.
  12. Save and close the record
 

For more information, refer to the Event Management Data Entry Guide (PDF).