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Adding Donations

Once your initial setup is complete, you are ready for entering donation information. 

To get started with this, click the donations icon on the left navigation. 

To add a donation click on the "+" button in the upper right hand corner. This will open the donation edit screen. 

Donation Edit Screen.png

Select whether the donation is coming from a Contact or a Business and the list of contacts or businesses in your system will be available for you to scroll or type the person/business name. 

If this donor chooses to remain anonymous you can toggle the switch to the on position. If this is on, only Admins will be able to see the giver. 

In the donation Info section, you will select the type. There are three types to pick from:

  • Single
    • One-time gifts
  • Recurring
    • Gifts that will be paid in installments
  • In Kind
    • Donated goods or services

You will also Select the campaign, fund, and appeal in the donation info section.

You will enter the amount and if there is an invoice number for this you can also include that information. You can also add a note to the donation. 

If you selected a recurring donation, you will have a new section that appears in the right hand column. 

Recurring Donations.png

Here you can choose the frequency (quarterly, monthly, or yearly), and the number of times this will occur. It is important to note that the donation amount in the Donation Info will be what is expected and entered into your reporting. A $1,000 donation paid over 10 months would be entered as a $100 donation that recurs 10 times, and not a $1,000 donation recurring - which would result in a $10,000 donation. 

 

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