Configure incentives and offline gifts

How to use

Use the campaign’s Incentives area to create/edit the offered incentives and arrange their order. Review the amounts, eligibility, and fulfillment information shown to donors. The school is responsible for confirming fulfillment details; do not reuse a generic legacy delivery promise.

Use Offline Gifts to record/import gifts received outside the online checkout where that workflow is enabled. Offline gift tools include individual entries, uploads, review and approval, reports, and removal actions. Review uploaded data before approval and reconcile it with the school’s records.

Important distinctions

An offline record is not a new payment processed through the donor checkout. Removing it is not a bank refund. Incentive selection can affect the donor’s ability to change a recurring gift’s value.

Troubleshooting

For missing totals, identify whether the record is uploaded, awaiting approval, approved, or removed and whether the report includes offline gifts. For tax receipt or incentive value questions, use the school’s configured receipt and benefit values rather than claiming the whole gift is deductible.