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Tracking a Monthly Giving Program

 

 

If your monthly giving program has defined pledge amounts, you can add a pledge for each donor in the Donations section. You can use the pledge information for SmartLists, Reports and Mailings. You cannot create indefinite pledges, however. For more information about pledges, see Pledges Overview in the Donations section of the GiftWorks Manual. Click here to access the GiftWorks Guides and Manuals

If your monthly giving program does not have defined pledges, you may want to create a standardized Excel file where you can quickly enter the received payment information and import the file into GiftWorks afterwards

Click on Settings/ Importing, Exporting and Data Management/ Import Data

Select Import a File and select the Excel file you want to import. After you assign fields from your import file, click Save Import to create a .gic (GiftWorks Import Configuration) file during the first import. Your import mapping will be saved and each time you import your received payment Excel file you can select the previously saved GiftWorks Import Configuration (.gic) file to configure the import. The GiftWorks Import Configuration file can be modified later if you need to change the import mapping. Click here for more information on Importing into GiftWorks.

 

GiftWorks 2015 has a new feature called Recurring Donations This feature would be another option for you to enter in monthly donations. Click here to learn more about Recurring Donations. GiftWorks also has a feature called Quick Import. This feature would be another option for you to enter in monthly donations. Click here to learn more about Quick Import.

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