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Add Donors

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

 

From the Argenta main menu on the left-hand side of the screen choose either Constituents (CRM) or Donation Management > Donors.



Click the "Add New" button. This will pop up the Add A Donor Window...

 

 

Select the corresponding Constituent. If the Constituent is already in the system, click the "Lookup" button and select a Constituent by searching and selecting them. If the Constituent is not in the system, you can add them by clicking the "Add New" button. (for help see KB Article, Add Constituents)

 

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.


Select a Department/Division 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/Division 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/Division drop-down list will automatically display the new Department you just created.

 

Choose an Active Date by either typing in a date or clicking the calendar icon.

 

If the donor is a third-party giver, choose yes.

 

Choose the Preferred Payment Method from the drop-down list.

 

If this donor gives to state campaigns, choose yes.

 

Select a Donor 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.

 

All drop-down lists in Argenta help to create comprehensive reports. Argenta comes loaded with predefined values for all of these drop-down lists, but you can change them at any time. You can add or delete any of these values by selecting the corresponding section from the Argenta Main Menu. To update Donor Types choose Donor Types from the Donation Management menu. To update Donation Origination Sources, choose Donor Origination Codes from the Donation Management menu. 

 

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.

 

Finally, choose an Associated Campaign by clicking the “Lookup” button or by adding a new campaign by clicking the “Add New” button next to the Associated Campaign field. Click the "Add This Donor" button to finish.

 

The Associated Campaign field will display the ID for the selected campaign, and the title will be displayed below the textbox.

 

Click the “Add This Donor” button. The window will close and you will find your Donor in the Donor list. Your Donor has been added.