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Creating Your Donor Programs, Sources, and Types
Creating Your Donor Programs, Sources, and Types
Updated over a month ago

Every donation logged into Better Impact will be associated with a Donation Program, Source and Type. If you are accepting online donations through Better Impact, donors will be able to peruse your Donation Programs and select one to make a donation towards. Donations can also be entered manually by administrators. If you have cheques or in-kind donation come through, these can still be tracked within Better Impact.

Donation Program: Where is the donation being directed within your organization? The program can help describe to the donor the impact their donation will have and will help your financial department track gift designations. Some examples include:

  • General Donations

  • Christmas Hampers

  • New Computers

Donation Source: What is the methodology that brought this donation to your organization? Some examples include:

  • Direct Mail

  • Online

  • Events

Donation Type: What form was the donation received in? Some examples include:

  • Cash

  • Credit

  • In-Kind

Check with your financial department to ensure that the programs, sources and types you create in Better Impact are sufficient for your reporting needs.


Add New Donation Program

  1. Go to Configuration, then click on “Donation Programs” found in the sidebar under Donation

  2. Click the [New Donation Program] button near the bottom of the page or click the [+] button to the left of the “Program” list heading

  3. Display on reports as: Enter the name of the Program as you want it displayed on your reports (maximum 50 characters)

  4. Display to donors as: Enter the name of the Program as you want displayed to donors when they are recording a donation (i.e. unrestricted, capital campaign, your specific organization programs, etc) – (maximum 200 characters)

  5. Check the box to make the Donation Program Active

    • If you ever want to stop using a specific Donation Program but want to keep the data, you can turn it off by making it ‘Inactive’

  6. Optional: Check the Recurring donations box to allow a donor to create a recurring donation subscription for this program

  7. Optional: Enter a Description that is visible to donors

  8. Optional: Enter a Default Donation Amount

  9. Optional: Enter one or more Suggested Donation Amounts by entering the amount, then click the [Add Suggested Amount] button

  10. Click the [Save] button

Tip: You can change the order in which Donation Programs will display by clicking and holding the [Drag and Drop] button and moving the Program to its new position.
You can make a copy of an existing Donation Program by mousing over the Options icon to the left of the program.


Add New Donation Source

  1. Go to Configuration, then click on “Donation Sources” found in the sidebar under Donation

  2. Click the [New Donation Source] button near the bottom of the page or click the [+] button to the left of the “Source” list heading

  3. Enter the name of the Donation Source (i.e. mail appeal, event, grant, etc) (maximum 100 characters)

  4. Check the box to make the Donation Source Active

    • If you ever want to stop using a specific Donation Source but want to keep the data, you can turn it off by making it ‘Inactive’

  5. Click the [Save] button


Add New Donation Type

  1. Go to Configuration, then click on “Donation Types” found in the sidebar under Donation

  2. Click the [New Donation Type] button near the bottom of the page or click the [+] button to the left of the “Type” list heading

  3. Enter the name of the Donation Type (i.e., cheque, cash, credit card, etc.) (required, maximum 100 characters)

  4. Click the [Save] button


View Donation Attributes (Program, Source or Type)

  1. Go to Configuration, then click on “Donation Programs”, “Donation Sources” or “Donation Types” found in the sidebar under Donation

  2. Mouse over the Options icon to the left of the Program, Source or Type

  3. Select “View”

Edit Donation Attributes (Program, Source or Type)

  1. Go to Configuration, then click on “Donation Programs”, “Donation Sources” or “Donation Types” found in the sidebar under Donation

  2. Mouse over the Options icon to the left of the Program, Source or Type

  3. Select “Edit”

  4. Make the desired change(s)

  5. Click the [Save] button

Delete Donation Attributes (Program, Source or Type)

  1. Go to Configuration, then click on “Donation Programs”, “Donation Sources” or “Donation Types” found in the sidebar under Donation

  2. Mouse over the Options icon to the left of the Program, Source or Type

  3. Select “Delete”

  4. Click the [Delete] button to confirm

IMPORTANT: If the Donation Program or Source you want to delete has donations or Recurring Donations associated with it, you will have the option of making that program or source inactive. If the Donation Type you want to delete has donations associated with it, you’ll receive a warning that the type cannot be deleted.

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