Donations

Public Securities

Create and Post a Donation

Navigate to Donations from the Home page. Click Create from the left-side menu. C

Unpost a Donation

To Unpost a Donation: Navigate to Donations from the Home page. Select the Donati

Delete a Donation

If the Donation has already been Posted, it must be Unposted before you can Delet

Create and Set Donation Types

Donation Types determine where your Donations are Posted. To Set Donation Types:

Print Thank You Letters

Navigate to Donations from the Home page. Click Thankyous from the left-side menu

Split Donations

CommunitySuite allows you to split a donation between multiple Funds. This proces

Donation Portal Overview

The Donation Portal is a secure web page, designed to enhance fundraising efforts

Import Donations

To import donations into CommunitySuite: Navigate to Donations from the Home page

Recurring Donations

To set up Recurring Donations for a donor: Navigate to the donor's Profile. If th

Add a Historical Donation

To add a historical donation: Navigate to Donors from the Home page. In the Profi

Attach a File to a Donation*

You may add a scanned document or a PDF of a check by selecting Attach File from

Change the Donation Destination Fund*

If you entered a Donation that was paid via Check, you can change the Destination

Recognition Name*

Use Recognition name when entering a Donation if the Donor wishes to be recognize

Change a Donor*

If you find a donation was attributed to the wrong donor, you can change the dono

Donations to Funds marked as Private*

If a Fund is marked as Private that means that it will not be visible in the syst

Targeted Donations - Direct Donors to a Fund*

Use a direct link to encourage donations to a particular fund. Go to Donations Se

Example Online Donations, Donor Portal, Grant Catalog & Ticket Sales pages*

CommunitySuite provides online pages that you can use to help your foundation fun

Use Filters to Find Donations*

Go to Donations from the Home page Select Filter Reports from the left side menu

Tax Receipt Text*

Use the default tax receipt or you can generate your own mail merge template. The

Create & Print a Donation Tax Receipt*

After creating a Donation and adding the text for the Donation Tax Header / Foote

Print a Tax Receipt*

In order to print a Donation Tax Receipt, you will need to know the name of the D

Email Tax Receipts*

If your donor has an email on file in their profile you can email their tax recei

Remove Sent Thank Yous*

After creating and sending your Thank yous you will need to choose the Mark as S

Donation Report*

Get a list of donations by date range by creating a Donation Report. Once you hav

Quick Edits to a Donation without Unposting*

After you have selected a posted donation there are other actions you can do with

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