Create and Set Donation Types

Donation types can be created and then linked to an account. Donations that are assigned a donation type will be posted to the revenue account to which the donation type is linked. Selecting a donation type on the donation record will define what general ledger revenue account is credited as well as provide a category for donation reporting.

A donation type can additionally be assigned to a selected tax receipt template. In this case, the tax receipt template will be used for all new donations with that donation type.

Create a Donation Type

1. Navigate to the Donations page and click Donation Types in the left-side menu.
2. Click Edit in the left-side menu.
3. Enter the name of the donation type, and then click Create.
   
   
   • Repeat this step as necessary to create all applicable donation types.
4. Click Back in the left-side menu.
5. Select a Post Account for the donation type that was created.
   • Click the Active check box to set each donation type as active or inactive. This will determine which donation types populate in the donation type drop-down menu when creating or editing a donation.
     
     
6. Click Update.
   
   

Assign a Donation Type to a Tax Receipt Template

1. Navigate to the Templates page.
2. Click the ID of the template to be assigned to a fund.
   
   
3. Click Edit Donation Type or Edit Payment Method in the left-side menu.
4. Select the Donation Types or Payment Methods to be assigned to the template, and then click Update.
   
   
   

Alternative Donation Revenue Account Options

If no active donation types are set up, there are two alternative donation revenue account options outside of using donation types.

• Manual - Check the box next to Manual to choose a revenue account for each donation. When this option is selected, the revenue account field will display on donation records and must be populated to post the donation.
  
  
• Single Account - Post all donations to one account from the chart of accounts; this is the default option.
  • If posting to a single account is the only selection populated in the Donation Posting Account Options section, then all donations will post to the account selected. 
  • No donation type or revenue account field will be displayed on the donation record itself.
  • The donations revenue account that is set in the System Default Accounts area will display. Click the drop-down menu to select a different revenue account for all new donations.