We occasionally receive gifts of appreciated securities, which we record as gifts in kind in NPSP as they are not cash gifts. These gifts appear in the opportunities section of the donor's related page. However, they are not included in the donor's total gifts displayed at the top or the donor's contact page or in household giving reports. How do we include these in kind gifts in the donor's total gifts and in household giving reports?
Hi @Bill Sheehan - Someone responded but it accidentally made it to our community email.
Here is @Terry Cole's response: "Two possibilities. Both involve configuration of the custom rollup engine from NPSP. The first would be to modify the record types included such that the in-kind donations are included in the one number or really all of your numbers: total gifts, gifts this year, gifts last year, gifts two years ago and the counts corresponding. Do you have the choice of doing it on accounts as well as on contacts.
The second option involves creating a new set of roll ups just for in-kind donations. And then combining them with a formula field as you desire."
I hope this helps.
