A fiscal donation is a monetary gift made by an individual, household, or organization to your nonprofit. Argenta's donation manager tracks every gift, and because it is built right into the accounting system, it records the gift in your books in the same step. Here is how to enter one.

Start a new donation

From the left-hand menu, choose Fundraising > Donations to open your list of fiscal donations. Click Add New. Argenta creates a new blank donation and opens it in the Fiscal Donation Workspace on the Donation Details tab, ready for you to fill in.

The workspace has six tabs: Donation Details, Connections, Refunds, Donation Files, Donation Notes, and Record Permissions. Most of your work happens on Donation Details.

Fill in the donation details

Enter as much or as little as you need. Only three fields are required, marked with an orange asterisk in the app: Donor, Donation Date, and Donation Amount.

• Record Level Permissions - Two switches at the top. Set As View Only lets other users see the record but not change it. Lock This Record hides it from everyone except you, master admins, and users you grant access on the Record Permissions tab.
• Add To General Journal - Turn this on to post the donation to your books. When it is on, choose the Fund the gift belongs to, the Deposit/Bank Account the money goes into, and the Account from your chart of accounts to record it against. If the gift came in by credit card and carries a Stripe merchant fee, that fee shows here and can be opened.
• Donor (required) - Start typing the donor's name and select them. Use the open icon to jump to the donor's record, or the add icon to create a new donor on the spot. Need help? See Add Donors.
• Donation Date (required) - Type a date or pick it from the calendar.
• Donation Amount (required) - The dollar amount of the gift.
• Payment Method - How the gift was paid, such as cash, check, or credit card.
• Check # / Reference # - An optional check or reference number.
• Payment Point of Entry - Where the gift came in, for example online or U.S. mail.
• Donation Type and Donation Category - Optional ways to classify the gift. If the value you need is not listed, add it right from the dropdown.
• Chapter, Division, Department - Tie the gift to a part of your organization, or use these to control who can see the record.
• Soft Credit Constituent - Credit a second constituent for helping bring in the gift, such as a spouse or a solicitor, without double-counting the money.
• Solicited By (Team Member) - The staff member who solicited the gift.
• Receipt Was Given, Thank You Was Sent, and Keep Donor Anonymous - Switches you can flip as you complete each step. Anonymous keeps the donor's name off public-facing lists.
• Is Tribute - Turn this on if the gift honors or memorializes someone, then enter the Tribute Name and an optional Tribute Note.
• Description / Other Info and Specifically Designated Purpose - Free-text notes about the gift and any purpose the donor designated it for.

Political teams also see District and Precinct fields, plus a "Made with Federally Permissible Funds?" question and the donor's Employer, Occupation, and Location of Employer.

When everything looks right, click Save All & Continue to save and stay on the record, or Save All & Exit to save and return to the list. You can also Copy & Add New to start another gift from this one, or Delete This Record.

Send a receipt

Once a donor is selected, use Send Donor A Receipt to email a receipt automatically, or Print Receipt to open a PDF you can save, email, or mail.

Make it recurring

If this gift repeats on a schedule, click Make Recurring, choose how often it should recur (Monthly or Annually), and click Add Recurring Transaction. Argenta then adds each future donation for you automatically. You can see every recurring gift under Fundraising > Recurring Donations.

The other tabs

• Connections - Link the gift to a related campaign, event, or program so it shows up in that record's financials.
• Refunds - Issue a full or partial refund against this gift. Click Issue A Refund, enter the refund category, date, amount, method, and reference number, then click Apply This Refund.
• Donation Files - Attach files to the gift, such as a copy of the check. See Add Related Files.
• Donation Notes - Keep notes on the gift. See Add A Note To The Notes Section.
• Record Permissions - Grant specific users view-only or locked-record access to this donation.

Recording a gift made through a giving platform, such as a workplace-giving or peer-to-peer site? Donation Details has a 3rd Party Giving toggle for that. See Add A 3rd Party Donation for the full walkthrough.