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Add Material Donations

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Nonprofit organizations exist to support and raise funds and in some cases Materials 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 material donations.

 

To Add A Material Donation Into Argenta

 

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

Click the "Add A New Donation" button. This will redirect you to the Add A Material 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 no, just leave the default value of "*No Associated Campaign".

 

Enter the Approximate/Estimated Value of the item. This is not a required field.

 

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

 

Provide a detailed description of the donated item(s). This is 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.