In-Kind Gifts are represented by Opportunity records in NPSP, with a unique record type. In order to issue unique email acknowledgments and Secure PDF receipts for an In-Kind Gift, some configuration may be required. This process below is summarized for In-Kind Gifts, but can be extended to other NPSP Opportunity Record Types (and event custom record types that you may create).
* Please note the cloudStack team can provide this as a service to your organization if you have a Virtual Administrator Package.*
1. Identify the Name of the Record Type. From the Opportunity Tab, edit the object directly in Setup:
2. In the Setup>Object Manager for the Opportunity Object, select Record Types in the left sidebar:
3. From Record Types, click on the Record Type Label for the record type in question, in this case “In-Kind Gift”:
4. From the Record Type detail page, find and copy the Record Type Name (in this case “InKindGift”):
5. With the Record Type Name copied, navigate back to the Object Manager, and search for the “Form EmailTemplate”, and open the “Form EmailTemplate” object by clicking the Label:
6. On the “Form EmailTemplate” object, navigate to Fields & Relationships and search for the “Type” field, and click on the “Type” Label to open the field:
7. In the Type field settings, scroll down to the Values section and add a New Picklist Value using the Record Type Name copied in step 4:
Add and Save the New Type picklist Value:
8. Leave Setup, and navigate to the Form Configurations Tab, find and open the Form Configuration record that is set to be the “Active Default Configuration”:
9. Navigate to the Email Templates Tab on the Form Configuration record, and create a new Email Template for In-Kind Gifts. A simple way to do this, is to Clone an existing Template, such as the One-Time Email shown below. Ensure that at a minimum, you change the Name, Type (to InKindGift) and the “Support CRA Eligible Receipt” checkbox to indcate if these types of gifts are eligible for CRA receipts (if not, email acknowledgments can still be sent). Repeat this process if Templates are required in English and French.
10. Navigate to the new “Form EmailTemplate” record, and replace the Email Template with a new cloned version (as described here).
11. If these gifts are eligible for a CRA receipt, an appropriate receipt template will need to be installed by cloudStack. Attached is the default fundraisingManager In-KindGift Template that can be modified and send to support@cloudstackservices.com for installation.
Org Fields
ORG_NAME: (Organization.Name)
ORG_STREET: (Organization.Street)
ORG_CITY: (Organization.City)
ORG_STATE: (Organization.State)
ORG_POSTALCODE: (Organization.PostalCode)
CSS_CRA_CHARITABLE_REGISTRATION_NUMBER: (TaxNumber)
CSS_CHARITABLE_REGISTRATION_NUMBER: (TaxNumber)
Donor-specific Fields
CSS_DONOR_FIRST_NAME: (Receipt.DonorFirstName)
CSS_DONOR_NAME: (Receipt.DonorName)
CSS_DONOR_ADDRESS: (Receipt.DonorAddress)
Donor-specific Fields (TBD)
CSS_DONOR_STREET: (TBD)
CSS_DONOR_CITY: (TBD)
CSS_DONOR_STATE: (TBD)
CSS_DONOR_POSTALCODE: (TBD)
Receipt-specific Fields
CSS_DONATION_AMOUNT: (Receipt.DonationAmount)
CSS_DONATION_ELIGIBLE_AMOUNT: (Receipt.EligibleAmount)
CSS_CAMPAIGN_NAME: (Receipt.donationCampaign__r.Name)
CSS_ADVANTAGE_VALUE: (Receipt.AdvantageAmount)
In-Kind Receipt-specific Fields
CSS_FAIR_MARKET_VALUE: (Receipt.FairMarketValue)
CSS_IN_KIND_DESCRIPTION: (Receipt.InKindDescription)
CSS_APPRAISER_NAME: (Receipt.AppraiserName)
CSS_APPRAISER_ADDRESS: (Receipt.AppraiserAddress)
Donor-specific Fields (TBD)
CSS_ADVANTAGE_DESCRIPTION: (“N/A”)
CSS_PAYMENT_METHOD: (“N/A”)
CSS_GAU_ALLOCATION: (“N/A”)
Date Fields
CSS_DONATION_DATE: (Receipt.donationDate)
CSS_CONSOLIDATED_RECEIPT_START_DATE: (Receipt.consolidatedReceiptStartDate)
CSS_CONSOLIDATED_RECEIPT_END_DATE: (Receipt.consolidatedReceiptEndDate)
LOCAL_DATE: (Receipt.donationDate)
CSS_RECEIPT_CREATED_DATE: (Receipt.receiptIssuedDate)
Table Merge Fields
Literally any value in the Row fields will be replaced in order with
CSS_DONATION_DATE
CSS_DONATION_AMOUNT