Entering General Donations
How to enter and manage donations
How do I enter a donation or general gift?There are multiple ways to create a new gift. Gifts can be added from any of the main grids in the CRM Module including Constituents, Interactions, Documents, or Relationships, as well as from the Gifts Grid in the Fundraising Module, and from the constituent’s record. To add a…11 min readHow do I delete a gift or transaction?A gift or transaction can be deleted from the Gifts grid in the Fundraising module by selecting the row for that specific gift and clicking on the trash can icon. A new window message will open asking you to confirm that you really want to delete the gift. Type in YES and click…2 min readHow do I edit a gift?You can edit the gift from the Gifts grid in the Fundraising module or from the Gifts tab in the constituent's record by clicking on the dollar amount under the Amount column. You can also select the row of the gift in the Gifts grid, and use the View/Edit pull down menu and sel…2 min readWhat are the payment types?The payment types reflect how transaction was paid, for example Cash, Check, Credit Card, or Online-ACH payments. You have the ability to add, edit or delete these payment types while creating a gift by selecting . You can learn more about editing the list in this article "How d…1 min readCan I add, edit or reorder the payment types?Yes, you can add new payment types when adding or editing a gift. Click in the Payment Type box and select to open the editor window and add or edit the list. Note that some options, like the Online options cannot be edited due to their interface with online transaction processi…1 min readWhat is the difference between For, Fund, Event, and Appeal?For every transaction that happens in the software, there is an opportunity to assign it to different revenue categories, For, Fund, Event and Appeal. The example below is a gift entry. - For is generally used to identify how the revenue for this transaction will be used. It cou…3 min readWhat is the Fundraising Goal Category?The Fundraising Goal Category is an overall goal which can be a combination of several activities. For example, you could have a Fundraising Goal Category called "Golf" that captures revenue from a golf tournament event, an online auction, and a fundraising drive appealing to th…2 min readCan I transfer a gift from one constituent to another?General, In Kind and Stock gift records can be moved from one Constituent record to another in 3 different places within the software: - The main Gifts Grid - The Gifts tab within a Constituent’s record - Inside of the gift record itself If you wish to transfer a General gift re…2 min readAre processing fees included in the tax-deductible donation amount?For general donations and pledge payments, the processing fee can be included in the tax-deductible amount by enabling an Account Setting. By default, this is set to "no." This setting is located under your organization's name then Account Settings, then Options. Under the Trans…1 min readAdd Gift vs Donation via PageInside a constituent's record on their Gifts tab, you will see a green Add button. Once you click this button you will be shown two options: "Gift" and "Donation via Page." Gift will launch a blank gift entry page so that you can record your transaction information. Donation via…1 min readWhy is there something already in the family dropdown box when I do a new gift?If a Family name has been filled in on the profile of the constituent, the Family field on the gift tab will already be filled in with that information. You can change it to "Select Family" if you don't wish any value to be in this field for this transaction. The Family field is…1 min readWhy is there something already in the Recognition Name dropdown box when I do a new gift?The Recognition Name field is auto-populated from the information on the constituent's profile page. You can change it to a different Recognition Name for the specific gift, if necessary, however it will not change the information shown on the profile page. You can update the Re…1 min readWill the default Recognition Name update if I change it when entering a gift?No. If you want to change the default Recognition Name for a constituent, go to their Profile tab and update the Recognition Name field. Click Save to save your changes.1 min readCould a gift be given anonymously?Yes, anonymous gifts and donors who wish to remain anonymous can be identified. The information will still appear in the constituent's record, however there will be a check mark in the column Gives Anonymously on the Constituents grid or a check mark in the column Anonymous on t…2 min readWhat is the difference between amount and tax-deductible amount?When entering a general gift or pledge, the tax-deductible amount defaults to the same amount as the gift. However, the tax-deductible amount may be different if goods or services were received in exchange for the gift. At the writing of this explanation, the IRS rules currently…1 min readLinking a Document to a GiftWhen entering a new or existing General Gift you have the option to also upload a document linked to the gift record. Next to the Acknowledged fields you will find the field necessary to uploading your document and labeling it with a category. The Is Document Acknowledged toggle…2 min read