Search for a profile or click [show list] to select from a list.
Enter donation details.
At a minimum, you must enter the Amount, Fund, and Date.
Anonymous - check the box to make the Donor anonymous
Recognition Name - recognize the Donor with a name that's different than their Donor name. The Recognition Name is only associated with this contribution.
Donation Type - examples: Contributions (donations), Program Revenue (tickets) or Public Grant (grant funding).
Amount - the amount of money donated (integers only eg. 100, 2000.50)*
Spendable - check the box to have the Donation applied to the Spendable Amount for the Fund.
Grant Cycle - if applicable, select a Grant Cycle if the donation is part of a Grant Catalog campaign (this only appears if you created a Grant Cycle).
Payment Method - how the Donation was paid.
Enter a Check number (if applicable).
If Public Security is selected, enter a Stock Deposit Account.
Destination Fund - the Fund receiving the Donation.
Description - if the donation is stock, itemize the number of shares of which type of stock (this information is used for the tax receipt).
Campaign - select a Campaign if the Donation is associated with an event or campaign.
Service Area - choose a Service Area (optional) to indicate the location of impact.
Need Thankyou - check the box for Need Thankyou to receive a list of donors who should get a handwritten note or special recognition.Optional item: Select a Tribute from your Existing Tributes or Create a new Tribute, if none, select No Tribute.
No Donation Serial Number - checking this box will exclude the donation from serial numbers when printing a tax receipt.
This feature is only applicable if Donation Serial Numbers are turned on in System Data -> Site Data -> Donation Options.
Review the donation and click Post.
Click Tax Receipt to email or print a tax receipt.