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Add A 3rd Party Donation

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Argenta allows you to enter 3rd Party Giving in the donation module. There are a few different types of 3rd Party Giving Platforms. Websites like Facebook allow their members to make donations through their giving platform for nonprofits. This makes them a 3rd Party Giving Platform for tax reporting purposes. Another example is a foundation or fund that gives on behalf of another donor.

 

To Add A 3rd Party Donation in Argenta

First, you must designate a donor as a 3rd Party Giver. You can do this when you add a donor or when you update a donor's record by selecting "Yes" in the "Is this donor a third-party giver?" selection.

 

 

Once the 3rd Party Donor has been added, you can add a 3rd Party Donation. From the main menu on the left side of the screen, select Donation Management, Fiscal Donations.

 

 

  • Click Add New above the Donation List.
  • Enter the date of the donation.
  • Lookup or add the donor. This is the original donor, not the third party giver.
  • Select the Donation Code "3rd Party Giving"
  • A panel will open with a drop down list to select the 3rd Party. Select from the drop down list.
  • Select the appropriate Donation Category.
  • If the donation is specific to a department or division select it.
  • If the donation was made as the result of a specific campaign click lookup to search for it or add a new campaign.
  • If the donation was made as the result of a specific event click lookup to select it.
  • Enter the donation amount and payment information.
  • If the donation is recurring you can choose to have Argenta enter it for you automatically by choosing Yes to "Auto Input Subsequent Donations?"
  • If the donation was given in honor of another person select Yes to "Donation given in honor of another person?"
  • If the donation was solicited by someone on your team, select Yes to "Team Member Who Solicited Donation".
  • If the donation was given for a specific purpose, enter the purpose.
  • Enter any notes about the donation.
  • If you would like to add the donation to the General Ledger, click "Add This Donation To The General Ledger (Receivable)".
  • A panel will open, select the fund and account you would like to add the donation to.
  • Click the "Add This Donation" button.

 

This will create two donations.

The first will list the third party giver as the donor and display the actual amount of the donation.

 

 

 

The second will list the actual donor and display 0.00 as the donation amount. You will not be able to change the donation from a 3rd Party donation, and you will not be able to change the donation amount. You will be given a link with the name of the 3rd Party Giver and a link to their donation.

 

 

 

The Fiscal Donation List can be filtered by 3rd Party Donations...