Add a Historical Donation

In general, your migration to CommunitySuite will include migrating over your historical donations; however, you have the option to manually add historical donations if they were not a part of your initial migration.

1. Navigate to the Donors page.
2. Search for and select a profile from the drop-down.
   • This will display the donor record for the selected profile.
     
     
3. Click Historical Donation from the left-side menu.
4. Complete the fields in the Add Historical Donation window, then click Create.
   • Required fields include:
     • Donation Date
     • Amount
     • Destination Fund
   • Check the Need Tax Receipt box to add the historical donation record to the list of unsent tax receipts within the Donations page.
   • Check the Non-Cash Donation box to indicate that the historical donation was a non-cash donation (for reporting purposes).
     
     
     
5. The donation will be listed as historical within the donations window of the donor record.