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Add Donors

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 Donation Management > Donors.

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

 

 

Select the corresponding Constituent. If the Constituent is already in the system, click the "Look Up" 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 A New Constituent" 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 to the right of that. Make sure you have selected the constituent you want to designate as a donor.


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.

 

Select A Donor Origination Source (where/how you acquired the donor), from the drop down list. Argenta comes loaded with donor origination codes you can use. If you want to add a new Donor Origination Source you can do so right here on this screen by clicking the "Add New" button next to the Donor Origination Source drop down list. This will pop up a window, allowing you to type your new Donor Origination Source.

 

Click the "Add This Origination Source" button to add it and close the window.

The Donor Origination Source drop down list will automatically display the new Donor Origination Source 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. 

 

Once you have selected both a Donor Type and a Donor Origination Source, click the "Add This Donor" button to finish.

 

The window will close and you will find your Donor in the Donor list. Your Donor has been added.