A Donor is any individual, organization or household who contributes to your organization financially. Donors are first created as Constituents, then assigned as donors.

To get started, select either Constituents (CRM) > Donors or Donations and Grants > Donors - from the Argenta main menu on the left-hand side of the screen.

 
 

This will bring you into your organizations complete donor list. From here, click the "Add New" button.

This will pop up the Add A Donor by Designating a Constituent As A Donor window...

 

 
Lets go through each of these fields in detail:
 
1. Constituent ID - Select the corresponding Constituent, by searching for an existing constituent.  If the Constituent is already in the system, click the "Lookup" button and search for and select a Constituent. If the Constituent is not in the system, you can add them by clicking the "Add New" button. (For help adding a constituent please see KB Article - Add Constituents) This is a required field.
 

The Constituent ID field will display the ID for the selected constituent, and their name will be displayed below the textbox. Make sure you have selected the constituent you want to designate as a donor.

2. Department/Chapter - Select a Department/Chapter from the drop-down list. If you want to add a new department you can do so right here on this screen by clicking the "Add New" button next to the Department/Chapter drop-down list. This will pop up a window, allowing you to type your new department. Click the "Add This Department" button to add it and close the window. The Department/Chapter drop-down list will automatically display the new Department you just created.
 
3. Active Date - You can manually enter a date or use the date selector. This is a required field.
 
4. Associated Team Member -  If there is a team member that is associated with this donor you can select them here. Choose "Lookup" and search for and select the member that should be attached to this donor.
 
5. Preferred Payment Method - If the donor has a preferred payment method you can select it from the drop-down list.
 
6. Is this donor a third-party giver? - Yes or No.
 
7. Donor Type -  Select a type from the drop-down list. Argenta comes loaded with donor types you can use. If you want to add a new donor type you can do so right here on this screen by clicking the "Add New" button next to the Donor Type drop-down list. This will pop up a window, allowing you to type your new donor type. Click the "Add This Donor Type" button to add it and close the window. The Donor Type drop-down list will automatically display the new Donor Type you just created.
 

8. Donor Category -  Select a category from the drop-down list. Argenta comes loaded with donor categories you can use. If you want to add a new category you can do so right here on this screen by clicking the "Add New" button next to the Donor Category drop-down list. This will pop up a window, allowing you to type your new donor category. Click the "Add This Donor Category" button to add it and close the window. The Donor Category drop-down list will automatically display the new Donor Category you just created.

 
9. Acquisition Source - Select a Lead/Acquisition Source from the drop-down list. Argenta comes loaded with lead source codes you can use. If you want to add a new Lead Source you can do so right here on this screen by clicking the "Add New" button next to the Lead/Acquisition Source drop-down list. This will pop up a window, allowing you to type your new Lead Source. Click the "Add This Lead Source" button to add it and close the window. Lead/Acquisition Source drop-down list will automatically display the new Lead Source you just created.
 
10. Associated Campaign - Choose a campaign by clicking the “Lookup” button or by adding a new campaign by clicking the “Add New” button. The Associated Campaign field will display the ID for the selected campaign, and the title will be displayed below the textbox.

 

Once all the details of your donor have been filled out, click the “Add This Donor” button. The window will close and you will find your new Donor  has been added an is now in the donor list.