3rd Party Giving in Argenta can be used when a third party, (eg: A community giving foundation) gives a donation on behalf of another donor. An example of this would be as follows: The Smith Family Trust gives a $5000 donation on behalf of John Smith. For financial reporting purposes The Smith Family Trust should be the donor of record, but you still want to acknowledge John Smith as a generous contributor to your organization. Using 3rd Party Giving allows you to accomplish this easily.
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, select Constituents (CRM) or Donations and Grants > Donors.
Click the "Add New" above the Donors List.
This will redirect you to the first screen to add a new donor by designating a constituent as a donor. If you need further help adding your donor please see KB Article - Add Donors.
Once the Donor has been added, you can add a 3rd Party Donation. From the main menu on the left side of the screen, select Donation and Grants > Fiscal Donations. Click the "Add New" button above the Donation List.
This will redirect you to the screen, Add A New Donation.
On this screen you will enter the following details:
- Donor ID. Lookup or add the donor. This is the actual donor, not the third party-giver.
- Date of Donation. Use the date selector or manually type the date of the donation.
- Donation Amount. This is the numeric donation amount.
Once these details have been filled in click the "Add Donation & Enter Details" button to add the donation and start entering the details.
This will the open the View/Update donation screen. From here you will fill in all the fields about your donation.
To create the 3rd party donation you will choose the Donation Code of 3rd Party Giving which 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 donation will list the actual donor and display $0.00 as the donation amount.
Once the subsequent donation for the original donor is created, you aren't able to change the donation code, the 3rd party giver or the donation amount. If you have made an error, you'll need to update the donation designated to the 3rd party giver. To access that donation, click the "View Donation From:" link in the the 3rd Party Giving Platform field.
The donation amount for the original donor will always be $0.00