TLDR: The Source of Funds task requires entering your gift details, including the total amount and recipient(s). Begin by selecting the gift amount box and entering the amount, then add the recipient's name. You can add multiple recipients by clicking 'Add another recipient.' Afterwards, you'll enter the sources for the gift.
Your Gift
After starting the Source of Funds task, you'll be asked to enter the details of your transaction. This requires you to provide:
- The total amount you are gifting.
- Who the gift is being given to.
Please press to 'begin' next to gift details. To enter the gift amount, please select the box and enter the amount. You'll then be asked to provide the name of who you are giving the gift to. After adding them you can add a second recipient by clicking 'Add another recipient.'
Your Sources
After providing your gift details, you'll then need to enter the sources for the gift. You can read more about completing this stage here.