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Add Fiscal Donations

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Nonprofit organizations exist to support and raise funds for a specific purpose. A donation is a gift made by an individual, household or organization to a nonprofit. Argenta has a Donation Management System built in to help you track and run reports on your donations. Not only is it critical to track your donations, but it is also very important to understand donation patterns. 

 

To Add A Fiscal Donation

 

From the Argenta main menu on the left hand side of the screen choose Donation Management > Fiscal Donations.

Click the "Add A New Donation" button. This will redirect you to the Add A New Fiscal Donation screen.

 

Enter the date the donation was made in the Date of Donation field. This is a required field. 

 

Click the "Look Up A Donor" button to pop up a window allowing you to search and select constituents designated as Donors. If the Donor is not in the system, you can add them by clicking the "Add A Donor" button. (for help see KB Article, KB65131 Adding A Donor)

 

When you select the appropriate donor, the window will close and the Donor ID field will display the ID for the donor you have selected. You will also see the name of the selected donor so you can make sure you've selected the correct donor.  This is a required field.

 

Select A Donation Code from the drop down list. Argenta comes loaded with donation codes you can use. If you want to add a new donation code you can do so right here on this screen by clicking the "Add New" button next to the Donation Code drop down list. This will pop up a window, allowing you to type your new donation code.

 

 If your donation is the direct result of a campaign, select it from the Campaign Association drop down list. If the related campaign does not exist you can add it without leaving this screen by clicking the "Add New" button next to the Campaign Association drop down list. (for help see KB Article KB65130 Adding A Campaign) If not, just leave the default value of "*No Associated Campaign".

 

Enter the Donation Amount. This is a required field.

 

Enter the payment method used. This is a required field.

 

Enter the Check or Reference Number. This is not a required field.

 

Indicate whether or not a receipt was given to the donor. This is a required field.

 

Indicate whether or not the donation was given in honor of another individual or organization than the donor. This is a required field.

 

If the donation was given in honor of another individual or organization, enter the name in the Name (in honor of) field.

 

In the Affiliate Who Solicited This Donation section you will designate a representative of your organization as the solicitor of the donation if applicable. So if a staff member, volunteer, or board member received the donation as a direct result of an action they took, then you will select them by clicking the "Look Up An Affiliate" button. A window will pop up allowing you to search and select the appropriate affiliate. 

 

If you decide not to designate an affiliate you can clear the Affiliate ID field by clicking the "Clear Affiliate" button. This is not a required field.

 

If you would like to add any notes about the donation you can enter them in the Notes About This Donation field.

 

Click the "Add This Donation" button.