Managing offline gifts, whether cash, checks, or other contributions, can often feel overwhelming. From juggling multiple systems to manually reconciling errors, the process is time-consuming and prone to inefficiencies. That’s why we created Gift Entry, a powerful new feature designed to simplify offline giving for your organization.

With Gift Entry, you can streamline how you manage, track, and reconcile offline gifts—all within the Overflow platform.

What Makes Gift Entry a Game-Changer?

Our new Gift Entry feature enables you to:

• Track and Organize Gifts with Ease
  • Create and manage batches of offline contributions, making reconciliation and reporting straightforward.
• Flexible Gift Entry Options
  • Manually input individual gifts, upload bulk contributions via CSV, or scan checks for added convenience.
• Keep Tabs on Reconciliation Progress
  • Easily see which gifts are balanced and identify those needing review.
• Simplify Donor Data Management
  • Capture and organize details like check numbers, donor information, fund allocation, and deposit dates to maintain accurate records.
• Seamless Integration Across Overflow
  • Once entered, contributions automatically update donor profiles, statements, and reports, keeping everything in sync.

How Does It Work?

1. Navigate to the Gift Entry page from the Overflow menu.
2. Create a new batch, name it, and set your batch amount.
3. Add gifts manually, upload them via CSV, or scan checks (check scanning video coming soon!).
4. Reconcile your batch in real time as donations are added.
5. Once fully reconciled, close the batch to update donor records seamlessly.

Watch this quick walkthrough with Claire Machado, Head of Partnership Success, to see just how intuitive and efficient Gift Entry can be:

Enable Gift Entry today and experience a streamlined, error-free approach to managing offline contributions. Say goodbye to inefficiencies and hello to a more organized giving workflow.

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