1. Enter a new gift in a gift batch
  2. With the gift row highlighted, select Gift, Links, Membership from the menu bar
  3. Click New Membership. (If it is a gift of a membership, click the down facing arrow next to the New Membership button and select New Gift of Membership)
  4. Click OK to the message that appears if this is a completely new membership and not an upgrade, downgrade, rejoin, or renewal
  5. Choose a membership program from the list displayed and click OK
  6. Add additional fields to the membership record as desired
  7. Click OK to save and close the membership record
  8. Click OK again on the Link Gift to Membership screen and return to the batch