Accurately record donations to maintain donor records and ensure proper accounting.

Accessing Donations

Navigate to: Fundraising > Donations

Recording a New Donation

1. Click Add New
2. Select or add the donor:
   • Search for existing constituent
   • Or quick-add a new donor
3. Enter donation details:
   • Donation Amount: The gift amount
   • Donation Date: When it was received
   • Payment Method: Check, cash, credit card, etc.
   • Fund: Which fund receives the gift
   • Campaign: Associated fundraising campaign
4. Add attribution:
   • Solicitor: Who asked for the gift
   • Appeal: Which appeal prompted the gift
   • Source: How the gift came in (mail, online, event)
5. For check payments, enter check number
6. Add any gift notes or special instructions
7. Save

Donation Types

• Cash/Check: Standard monetary gifts
• Credit Card: Card payments (may integrate with processor)
• Stock/Securities: Transferred investments
• In-Kind: Non-cash gifts (use In-Kind Donations area)
• Matching Gift: Employer matching contributions

After Recording

• Process deposit if applicable
• Generate acknowledgment letter
• Update campaign progress