Knowledge Base Article

Third party giving in Argenta can be used when a third party, gives a donation on behalf of another donor. An example of this would be as follows: The White Family Trust gives a $5000 donation on behalf of John White. For financial reporting purposes John White is the donor of record, (as this is the person the donation is being made on behalf of), but you still want to acknowledge The White Family Trust (the 3rd party giver) as a contributor to your organization. By using third party giving, you can accomplish this easily.

To Add A 3rd Party Donation in Argenta

First, you must designate a donor as a third party giver (Third party givers are those givers that you are receiving the donation from). You can do this when you add a donor or you can update a donor's record by selecting "Yes" in the "Is this donor a third-party giver?" section.

To update an existing donor record, select Constituents  > Donors, from the main menu: 

This will bring up your full list of donors. From here we will search for and select your donor that you are making a third party giver.  Filter, scroll, or use the search bar to search for and select your donor. Click the open icon, to open the donor record:

 

• Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this record to view only access unless the user is the user who created the record, the user is a master admin, or the user is given specific permission to modify this record on the Record Permissions tab of this record. Permissions also work by assigning a department, district and/or precinct. If you have users in your system who are restricted by these permissions, they will only be able to see records in the departments/districts/precincts you have granted them access to.
• Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this record so that users cannot view or update the record unless the user is the user who created the record, the user is a master admin, or the user is given specific permission to access this record on the Record Permissions tab of this record.
• Add This Transaction To The General Journal - If you want to add the transaction to your financials, place a checkmark in this check box.
  • Fund - Argenta uses nonprofit, fund accounting.  Here you can choose which fund the donation will be added to.
  • Deposit/Bank Account - Next, select a deposit account from the drop-down list.  This is where your funds go when they're received.
    •  Argenta makes use of the "*Undeposited Funds" account.  A good example of using this account is when you have multiple checks you need to deposit.  You probably won't deposit each check separately, so you can add them all to *Undeposited Funds, then go the General Financials > Deposits and create one deposit transaction that can be reconciled in your bank account register.
  • Account - Argenta is a double entry system, so next you must select an account from your chart of accounts to debit the funds.
    • If you use the cash accounting method, this would probably be an account like "Donations".
• Donor ID - Select the Lookup  icon to search for and select the constituent whom the donation is being made on behalf of.
• Donation Date - Enter the date the donation was received. This is a required field. 
• Donation Amount - Enter the donation amount here. This is a required field.
• Payment Method - Select a payment method from the drop-down menu. 
• Check#/Reference# - You can enter a check number or a reference number for this donation here.
• Payment Point of Entry - You can select how the donation was received by selecting a source from the drop-down menu here.
• Donation Code - Select a code for your donation from the drop-down menu here. Your options are: Financial, In-Kind or 3rd Party Giving. This is where you will select "3rd Party Giving." This is a required field.  Once you select this a new field will appear, "3rd Party Giving Platform." Here is where you will associate the donation to the 3rd party, the party who is giving the donation. This creates a third party giving "0" dollar donation that is tied to the 3rd party, and a fiscal donation for the amount that was donated and is tied to the person who this donation is being made on behalf of.
• Donation Type - You can classify this donation by type, by selecting a type from the drop-down menu.  If an appropriate type is not listed, you can add a new one by selecting the Add  button and entering a new name and clicking the "Add This Classification Code" button to add a new type.  
• Donation Category - You can categorize your donation by selecting a category from the drop-down menu here. If an appropriate category is not listed, you can add a new one by selecting the Add  button and entering a new name and clicking the "Add This Classification Code" button to add a new category. 
• Associated Merchant Fees Expense - If this donation was made with a credit card and has an associated merchant fee from Stripe that fee is added as an expense in the Argenta Business Expense Section. This field displays the amount of the Stripe fee, for users who have access to Business Expenses, the fee can be opened from here. If you need to add a fee, you can do so by selecting the "Add A New Fee" button.
• Receipt Given - You can track whether a receipt was or was not given by selecting the appropriate response here. 
  
• Thank You Sent - You can track whether a thank you note was or was not sent by selecting the appropriate response here.
• Chapter - You can tie this donation to a specific chapter by selecting one from the drop-down menu here.
• Division - You can tie this donation to a specific division by selecting one from the drop-down menu here. 
• Department - You can tie this donation to a specific department by selecting one from the drop-down menu here.
• District - You can tie this donation to a specific district by selecting one from the drop-down menu here.
• Precinct - You can tie this donation to a specific precinct by selecting one from the drop-down menu here.
• Solicited By (Team Member) - If a specific member of your team solicited this donation you can denote that here by searching for and selecting the team member. To add your team member click the Lookup  button to search for and select the team member. If you have selected the wrong team member you can clear this field by using the Clear Lookup  button. 
• Was Donation Given In Honor Of Another Person - If the donation was given in honor of someone you will want to select "Yes" here. If it was not, leave it at "No".
• In Honor Of (Person's Name) - If the donation was made in honor of someone and you marked "Yes" to the above field, then you will want to put the name of the person that the donation was made in honor of here.
• Specifically Designated Purpose Description - If you would like to add a specific purpose description for the donation, you will enter that here.
• Is Donation Recurring - If the donation is recurring, meaning that it will happen frequently, monthly, weekly, etc. You would mark "Yes" here. If it is not recurring leave this as "No".
• Recurrence Frequency - If you selected above that the donation is recurring, select the frequency from the drop-down menu here. 
• Auto Input Subsequent Donations - If the donation is recurring and you want Argenta to automatically enter future donations select "Yes" here. Choosing yes will add this donation to the auto-recurring scheduler. A new donation will be added automatically based on the recurrence frequency you choose. To view all recurring donations, choose Fundraising > Recurring Donations from the main menu.
• Related Files - If you would like to add any related files to this donation you can do so here. This could be a copy of the donation, check, etc. Simply click the "Browse" button to search for and select a file from your computer or drag and drop the file into the "Drag & Drop File Box".
• Notes - If you would like to add any notes to the donation you do so in the Notes section. To add a note click the "Add Note" button. This will open the "Add A New Note" screen where you can type a note. Click the "Save & Add This Note" button to save the note and be returned to your donation workspace. 

To relate the donation to a Campaign, Event or Program, simply click the Lookup  button to search for and select the campaign, event or program. If you selected the wrong one, you can remove it by clicking the Clear Lookup  button. 

• Partial Refund - Select this radio button if you are only refund a portion of the donation.
• Full Refund - Select this radio button if you are refunding the full donation.
• Refund Category - Select a refund category from the drop-down menu. If an applicable category is not listed you can create a new one by clicking the "Add New" button.
• Refund Description - This field will default to this text, "Refund for Donation ID: (Donation ID #)". You can add to this description or change it to fit your needs.
• Refund Date - Enter a date that you are refunding the donation. This is a required field.
• Refund Amount - Enter the amount that you are refunding here. This is a required field.
• Refund Method - Select the refund method from the drop-down menu.
• Check#/Reference# - You can enter a check number or reference number for your refund here.