Record cash, checks, and other gifts received in person — at a service, in the mail, or by hand — so they show up in your giving records, donor history, and tax statements.
How to add in-person giving
Step 1: Open Giving
Go to Contributions → Giving.
Click Add gift at the top.
👉 Log in to Gracely to follow along.
① Add gift opens the form. ② The ⋯ button on each row lets you edit or delete that gift.
Step 2: Select or add a donor
In the Name of the donor field:
Start typing to search for an existing person.
Click the person to select them.
If no match is found, Gracely automatically creates a visitor record so the gift is still tracked.
Optional: check Anonymous donation if the gift shouldn't be linked to a person.
Step 3: Fill in the donation details
Fund — choose where the donation should be allocated.
Date — set the giving date.
Method — pick one of: Cash, Card, Envelope, Check, Direct deposit, CashApp, Zelle, Other.
Amount — enter the donation amount.
Depending on the method you choose, an extra field appears so you can keep a clean paper trail:
Envelope → Envelope number
Check → Check number
Direct deposit → Deposit code
💡 Tip: For every other method you'll see a simple Comment field for internal notes.
Step 4: Add multiple donations if needed
Click Add another gift to record more than one gift for the same donor.
Click Add another donor to switch to a new donor without closing the form.
When everything looks right, click Add gift to save.
① Name of the donor ② Fund ③ Method (Check adds a Check number field) ④ Amount. ⑤ Add another gift and ⑥ Add another donor add more rows. ⑦ Add gift saves.
How to edit in-person giving
In the Giving list, find the donation you want to update.
Click the three-dot menu (•••) on the right.
Select Edit donation details.
Update any field — fund, method, date, or amount.
Save your changes.
From the ⋯ menu on a gift: ① Edit donation details ② Delete.
You can also click a donation to open the Donation Summary panel and edit it from there.
⚠️ Note: A gift in a deposited batch is locked and can't be edited. Its menu shows Show donation details instead. To change it, delete it (see below) and add it again.
How to delete in-person giving
Find the donation in the Giving list.
Click the three-dot menu (•••).
Select Delete.
Confirm the action.
⚠️ Note: Deleting is permanent. Once removed, the donation is gone and your totals and the donor's history update right away.
⚠️ Note: If the gift is in a deposited batch, only users whose role has Accounting access can delete it. Deleting it also deletes the batch's accounting transaction and reopens the batch, so you can fix the gifts and deposit the batch again.
Helpful tips
In-person gifts are labeled by method (Cash, Check, Envelope, and so on) in the Donation Summary.
Totals at the top update instantly for reporting.
Assigning a Batch makes weekly counting and bank reconciliation much easier.
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