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Atlas Margaret O'Brien New gift

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Single-gift entry with hard-block receipt rules. Use batch entry for 5+ gifts at once.

1 Donor

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Margaret O'Brien

margaret.obrien@email.com • St. Mary's Cathedral • Board member

$84,250 lifetime Last gift Apr 2 · $10k

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2 Gift type

Cash

Check

Credit card

ACH

Stock → dedicated

In-kind

DAF

Matching

Foundation

Corporate

Pledge pmt → dedicated

QCD

Amber types cannot generate a tax receipt — soft-credit acknowledgement is sent instead. View full reference →

3 Amount & details — for cash gift

Amount*

Gift date*

Payment method

Check #*

Payor name (if different)

Memo

Card last 4

Processor

Transaction ID

Most CC gifts auto-sync from GiveCentral within 60 seconds — manual entry is for offline / declined-then-paid cases.

Bank account last 4

Routing prefix

Settlement status

Receipt fires after settlement (3 business days) — not on initiation.

Stock has its own dedicated screen

IRS-compliant valuation needs shares × (high+low)/2 plus separate sale-proceeds tracking — that's enough fields to deserve its own form.

Open stock-gift form →

Description*

Estimated FMV (internal only)

⚠ FMV is never printed on the donor's receipt — Pub 1771 §B(2). Donor self-substantiates value.

Distributing organization*

Recommended by donor*

✗

Receipt blocked · soft-credit ack will be sent instead

The donor already received a tax deduction when they funded the DAF. Atlas will issue a soft-credit acknowledgement letter to Margaret O'Brien (no tax language) — and stay silent toward Schwab Charitable.

Employer organization*

Original employee gift*

✗

Receipt blocked · corporate match has its own ack

Acme Construction deducts on its own corporate return. Atlas will send a corporate acknowledgement (no tax language) and a personal soft-credit letter to Margaret recognizing the matched gift.

Foundation organization*

Grant agreement #

✗

Receipt blocked · foundation receives a grant acknowledgement

Foundations are themselves §501(c)(3); they need confirmation of receipt with the grant-agreement number, not a deductibility receipt. A "report-back" reminder will trigger 90 days from now.

Company organization*

Relationship owner (executive contact)

✗

Receipt blocked · corporate ack with no tax language

A corporate acknowledgement letter goes to the company. If a relationship owner is set, a soft-credit letter goes to that executive too.

Pledge payments use the dedicated screen

Pick the pledge first → Atlas auto-decrements the balance, links the gift, and shows the new balance on the receipt.

Open pledge-payment form →

IRA custodian*

Check # from custodian*

Counts toward RMD?

✓

Donor age check passed — Margaret is 72 (≥ 70½)

QCD-receipt template will be used. Adds language: "no goods or services were provided in exchange · this distribution counts toward your Required Minimum Distribution." Donor reports on Form 1040 line 4b as "QCD."

4 Designation

Campaign

Appeal*

Fund*

Legal entity: Diocese of Albany · GL chart will export to QuickBooks Online tonight.

5 Soft credits optional · attribute to other constituents

Peter Smith Smith Family Household · spouse linked

100%

Add another soft credit recipient

6 Notes & tracking optional

Internal note

Acknowledgement letter Tribute / honorary?

Gift summary

Live preview — what happens when you save.

Amount $10,000cash · May 4, 2026

Donor Margaret O'BrienIndiv. · St. Mary's Cathedral

Designation Cathedral RestorationCathedral Capital · Spring '26 appeal · GL 4001

Soft credit Peter Smith (100%)

Legal entity Diocese of AlbanyEIN 14-•••2401

✓

Tax receipt will be issued
Cash gift → IRS Pub 1771 compliant. Receipt PDF emailed within 60 sec.

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