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 giving at the top.
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 giving 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 giving to save.
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.
You can also click a donation to open the Donation Summary panel and edit it from there.
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.
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.
Still need help? Start a chat with us.