Accurately record donations to maintain donor records and ensure proper accounting.
Accessing Donations
Navigate to: Fundraising > Donations
Recording a New Donation
- Click Add New
- Select or add the donor:
- Search for existing constituent
- Or quick-add a new donor
- Enter donation details:
- Donation Amount: The gift amount
- Donation Date: When it was received
- Payment Method: Check, cash, credit card, etc.
- Fund: Which fund receives the gift
- Campaign: Associated fundraising campaign
- Add attribution:
- Solicitor: Who asked for the gift
- Appeal: Which appeal prompted the gift
- Source: How the gift came in (mail, online, event)
- For check payments, enter check number
- Add any gift notes or special instructions
- Save
Donation Types
- Cash/Check: Standard monetary gifts
- Credit Card: Card payments (may integrate with processor)
- Stock/Securities: Transferred investments
- In-Kind: Non-cash gifts (use In-Kind Donations area)
- Matching Gift: Employer matching contributions
After Recording
- Process deposit if applicable
- Generate acknowledgment letter
- Update campaign progress