Create, Copy, and Post a Donation

Donation records can be imported, copied, or manually entered. Multifund donations can also be created. If a profile has been invited to a campaign or is associated to an opportunity, the profile can be linked to them when creating a donation as both display at the top of the page. Outstanding pledges/promises can also be paid from this page.

Manually Create and Post a Donation

1. Navigate to the Donations page and click Create in the left-side menu.
2. Enter the profile name in the Choose Profile field and select the profile from the drop-down list.
   • Alternatively, click [show list] to select the profile from a list of all profiles.
     
     
     
3. If applicable, link the profile to an open campaign or opportunity or pay an open pledge/promise.
   • Click [link] to link the profile to an open campaign to which they have been invited or an open opportunity to which they are associated.
   • Click [pay] to pay an open pledge or promise.
     
     
4. Enter the applicable Add Donation information, and then click Process.
   • Date, Donation Type (if configured), Amount, Payment Method, and Fund are required fields.
   • Receipt Template - If the field is left blank, the system will use the default tax receipt template when generating a donation tax receipt.
     • If tax receipt logic is being used, the system will select the appropriate receipt based on the criteria. However, if multiple donation letter templates are used and one is selected from the drop-down menu, the selected template will override the default template and logic for the specific donation.
       • This feature is only applicable to organizations that have enabled tax receipt templates in Donations Settings and have created at least two donation templates. 
   • Payment Method - Format of donation payment. Additional requirements for payment processing may exist depending on the payment method selected. 
     • Check - If selected, no additional information is required providing a check number. 
     • In-Kind Donation - If selected, both an Inkind Revenue Account and Inkind Expense/Assest Account are required. 
     • Other Payment - If checked, no additional information is required.
     • Public Security - If checked, a Stock Deposit Account is required.
       • This auto populates with the account set in default accounts, but it can be changed.
     • Stock - If checked, a Stock Deposit Account is required. 
       • This auto populates with the account set in default accounts, but it can be changed.
     • Stripe - If checked, no additional information is required to process the payment as the user will be prompted to add a credit card when the donation is posted. 
       
       
       
       
5. Click Post in the left-side menu.
6. Click Tax Receipt in the left-side menu to email or print a tax receipt.
   • If donation templates have been enabled and configured, then the system will generate tax receipts from the templates.
   • If donation letter templates are disabled in Donation Settings, then the system will generate from relevant donation fields in Donations Content.

Copy a Donation

An existing donation record can be copied to create a new donation. If the donation is an internal donation, the internal donation status will not be copied, and it will show as a normal donation. If the donation is designated as a historical donation, it will be copied as a normal donation that impacts the general ledger.

1. Navigate to the Donations page.
2. Click the ID of the donation to be copied.
   
   
3. Click Copy in the left-side menu.
4. Enter the applicable Add Donation information, and then click Process.
   
   • The required fields that need to be manually entered are Date and Payment Method.
     • The Date will default to the date the donation is copied. 
       
       
       
       
5. Click Post in the left-side menu.
6. Click Tax Receipt in the left-side menu to email or print a tax receipt.
   • If donation templates have been enabled and configured, then the system will generate tax receipts from the templates.
   • If donation letter templates are disabled in Donation Settings, then the system will generate from relevant donation fields in Donations Site Custom Content.

Create a Multifund Donation

Multifund Donations can be used to enter a donation to multiple funds without creating a payment first. 

1. Navigate to the Donations page and click Create in the left-side menu.
2. Enter the profile name in the Choose Profile field and select the profile from the drop-down list.
   • Alternatively, click [show list] to select the profile from a list of all profiles.
     
     
     
3. Click Make Multifund in the left-side menu.
4. Enter the applicable Add Donation information as described in the first section of this article.
   • In the Fund section, enter the name of the fund into the field and select the fund from the drop-down list. Repeat this until all of the funds have been selected for the donation. 
     
   • Enter the Amount next to the fund name for each fund.
     
     
5. Process and post the donation as described in the first section of this article.