Record a Donation by an Administrator

Note: Donations can only be recorded within the donor’s profile.

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 
  1. Click on the person’s name from the list that appears 
  1. Click on the “Donations” tab 
  1. Click the [New Donation] button 
  1. 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. 
    • 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 
    • Appraised by: Enter the name of the person who determined the fair market value for an in-kind 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. 
    • GiftAid (UK only): Select this box if you wish to claim back 25p every time an individual donates £1 to your charitable organization 
  1. Click the [Save] button OR Click the [Save and Log Another] button to save the entry and record another donation for this donor. 

Updated on June 10, 2021

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