Knowledge Base Article

How to Add a New Donation to a Constituent

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To add a new donation to a constituent in Argenta, you need to record the donation through the Fiscal Donations module. Here is the step-by-step process:

Step 1: Navigate to Fiscal Donations

  1. From the main menu, go to Fundraising
  2. Click on Fiscal Donations

Step 2: Create a New Donation

  1. Click the Add New button at the top of the donation list
  2. This opens the new donation entry screen

Step 3: Select the Donor

  1. Use the Donor lookup field to search for and select the constituent
  2. Start typing the donor's name and select from the results
  3. If the person is not yet a donor, you may need to first add them as a donor from Fundraising > Donors

Step 4: Enter Donation Details

  • Date of Donation: Enter the date the donation was received
  • Donation Amount: Enter the dollar amount
  • Payment Method: Select how the donation was made (Check, Cash, Credit Card, etc.)
  • Payment Point of Entry: Where the donation came from (Online, Mail, In Person, etc.)
  • Check Number: If paid by check, enter the check number
  • Donation Type: Select the type of donation if applicable
  • Category: Assign a category to the donation
  • Designated Purpose: Enter any specific purpose the donor designated

Step 5: Optional Fields

  • Associated Team Member: Assign a staff member to this donation
  • Is Anonymous: Check if the donor wishes to remain anonymous
  • Is Tribute: Check if this is a tribute gift (in honor of or in memory of someone)
  • Receipt Given: Mark if a receipt was provided
  • Thank You Sent: Mark if a thank you was sent

Step 6: Save the Donation

  1. Click Save All Changes & Continue to save and stay on the page
  2. Or click Save All Changes & Exit to save and return to the donation list

Alternative Method: Add from Constituent Record

You can also add a donation directly from a constituent's record:

  1. Open the constituent record
  2. If they are already a donor, click through to their Donor record
  3. Navigate to the Donations tab
  4. Click Add New to create a donation for that specific donor

Important Notes

  • The constituent must first be designated as a Donor in the system before donations can be recorded for them
  • Donations automatically update the donor's level based on their lifetime giving total
  • If connected to your General Ledger, you can add the donation to your accounting records at the same time