The system's donation functionality can help organizations create, receive, and manage donations. Donations are given to a organization often in the form of money. It is important to manage those donations properly.
Donations are tracked and managed using donation buckets. Buckets on the Donations page can help improve workflow and give an overall view of donations and their status. The following donation buckets exist:
- New - All unposted donations. This bucket may contain newly created donations or donation made through the Giving Hub.
- Posted - All posted donations.
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Review - Donations that need to be reviewed. This bucket may be used to help identify profile duplicates and staff review.
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This bucket may be removed or added in Donations Settings.
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- Receipt - Donations for which a tax receipt has not been sent.
- Tribute - Donations for which the tribute notifications have not been sent.
Donation Settings
Donation settings can enable or disable specific functionality. Content allows users to add custom text and messages to specific fields in this area.
Donation Types
Donation types determine where donations are posted. The Donation Type field is required to enter a donation due to the designated post account that captures the payment information. Donation types can be added, edited, and deleted. They can also be made active or inactive.
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Donation Process
If a donation was received that was not made in the Giving Hub, the donation will need to be created manually. All donations that are entered and have yet to be posted will appear in the New bucket on the Donations page. Once a donation is entered, donation records may be copied, posted, unposted, edited, and deleted.
Refunds
If a donation was received and it was recorded but now the money needs to be returned, a donation refund will need to be processed.