Volunteer Gifts

Volunteer hours can be converted into in-kind gifts for each volunteer work session, to recognize the value of the service your volunteers provide. Each job definition is assigned an hourly rate that is used to calculate the value for the in-kind gift. You can also set a default hourly rate in the Volunteer section of Client Defaults in the Admin tab.

To convert volunteer hours to in-kind gifts, do the following:

1. If all volunteer jobs will be valued at the same hourly rate, open the Admin tab, Client Defaults sub tab. Scroll down to the Volunteer section and add an hourly rate. Click on the Save icon to save your change.
2. If you want to use different rates for different jobs, use the Job Manager to edit each job where you can add an hourly rate.
3. Open the Schedules tab of the Volunteer Manager.
4. Before you create gifts, the volunteer schedule actual hours worked must be calculated, and each schedule needs to be marked as worked. This is accomplished automatically if you have selected Auto Update Volunteer Hours in the Client Defaults tab of the Admin tab. If it has not been done automatically, select the volunteer schedules you want to update and click on the Mark as Worked button.
   1. This fills in the actual start and end times and calculates the hours worked.
5. Check each volunteer schedule to make sure the hours worked are correct. You can make any changes directly in the grid. Be sure to click on the Save Hrs Worked button if you make any changes.
6. Select the volunteer schedules for which you wish to create gift records.
7. Click on the Create Gift Records button.
8. On the Create Gift Records screen, make the following selections:
   1. Assign the gift to the household or organization or assign the gift to the individual volunteer.
   2. If more than one schedule is included for the same volunteer, you can make a separate gift for each schedule or a single gift combining the total hours worked by that volunteer.
   3. Select a date for the gift, either the date worked or some other date that you enter.
   4. The gift is automatically marked type Gift, and the payment method and fund of In-kind are appended to the gift.
   5. Select the additional values for this gift: acknowledgment details, notes, and other codes.
9. Click on Create Gifts
   1. In-kind gift records are created according to your choices. The gift amount for these gifts is zero. The gift value is the hours worked multiplied by the hourly rate.
   2. The gift amount and date appear in the grid for each schedule. Note that you can drill down on the gift amount to view the gift in detail or to make changes.