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Add Material Donation Recipients

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A Material Donation Recipient is an individual, organization or household that receives physically donated goods from your organization. Material Donation Recipients are first created as Constituents in Argenta and then assigned as Material Donation Recipients. 

 

From the Argenta main menu on the left hand side of the screen, choose Donation Management > Material Donation Recipient.

 

Click the “Add a New Recipient” button. This will bring up the Add a New Recipient 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 Recipient.

 

Select the date this Recipient became active by using the “Active Date” date picker or just enter the date manually. This is field is required.

 

Next, select the team member this Recipient is assigned to from the “Assigned to (Team Member)” drop down list. If this Recipient is not assigned to a specific team member, select “Unassigned”. This is a required field.

 

Select the acquisition source, the method by which this recipient became associated with your organization, by selecting an acquisition source in the drop down list. If the acquisition source is not in the system, you can add it by clicking the “Add New” button next to the drop down list.

 

If this client is associated with a specific campaign, select the campaign from the “Associated Campaign” drop down menu. 

 

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 campaign, sources choose Campaign Categories from the Sales and Marketing Menu.

 

Once you have completed the desired fields, you can log your first contact with the recipient by entering information into the Log First Contact field. Each recipient has a contact log, which can contain as many items as needed. Adding a contact log item is not required.

 

You may also need to enter some notes about the new recipient. You can do so by entering text into the Notes field. Each recipient has a note list, which can contain as many notes as needed. Notes are not required.

 

After reviewing the information entered, click the “Add this Recipient” button to finish. The window will close and you will find your new Recipient in the Material Donation Recipient list. The recipient has been added.