Note: Donations can only be recorded within the donor’s profile.
- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- Click on the “Donations” tab
- Click the [New Donation] button
- Enter the following information:
- Receipt: Check this box to allow a receipt to be generated for this donation (you can edit the donation later to change the option you have selected)
- Name for Receipt: Enter the name of the donor as it should appear on the donation receipt (if a value is not entered, the first and last name of the donor, as it appears in the contact tab, will appear on the receipt)
- Donation Date: Enter the date the donation was made (you will see a notification/warning if the date entered is in the future)
- Donation Amount: Enter the amount of the donation. At least one digit (even a zero) to the left of the decimal place is required
- Ineligible Donation Amount: Enter the amount of the donation that is ineligible. At least one digit (even a zero) to the left of the decimal place is required. This amount must be less than the donation amount.
- If a donor receives a gift or “advantage” for making their donation, the value of that portion is deemed the “ineligible donation amount”. For example, if a person donates $50 for a dinner ticket to an event and receives a $10 meal, the ineligible donation amount is $10 since that represents the gift received by the donor.
- Advantage Description: Enter the advantage description for the ineligible donation amount
- If this donation has an “Ineligible Amount” set, whereby the donor received goods or services in exchange for the donation, then this field can be used to describe the “advantage”.
- Donation Program: Select a program from the dropdown list (or click the [+] button to add one from here)
- Donation Source: Select a source from the dropdown list (or click the [+] button to add one from here)
- Donation Type: Select the type from the dropdown list (or click the [+] button to add one from here)
- Comments: Optional: Enter comments about the donation
- InKind Description: Enter the description of the in-kind donation
- In-kind gifts are contributions of goods or services, other than cash grants Examples of in-kind gifts include goods such as computers, software, furniture, and office equipment, for use by an organization or for special event auctions.
- Appraised by: Enter the name of the person who determined the fair market value for an in-kind donation
- Appraiser Address: Enter the address of the appraiser
- GiftAid (UK only): Select this box if you wish to claim back 25p every time an individual donates £1 to your charitable organization
- Click the [Save] button OR Click the [Save and Log Another] button to save the entry and record another donation for this donor.