Create and Set Donation Types

Written by Nick Miles

Last published at: September 4th, 2018

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

  1. Navigate to Donations from the Home page.
  2. Select Donation Types from the left-side menu.
  3. There are three (3) Donation Posting Account Options:
    • A - Manual - Manually choose a Revenue Account for each donation.
      • Check the box next to manual to choose a Revenue Account for each Donation.
    • B - Categories - Create Donation Types and link them to an Account. Donations that are assigned a Donation Type will Post to the Account that the Donation Type is linked to.
      • To Create Donation Types:
        1. Select Edit from the left-side menu.
        2. In the Donation Types window, enter the name of your Donation Type. 
        3. Click Create.
          • Repeat these steps until all of your Donation Types have been created.
        4. Click Back from the left-side menu.
        5. Select the drop-down menu for each Donation Type to set the Post Account. 
    • C - Single Account (Default) - Post all Donations to one account from your Chart of Accounts. All Online Donations will post to this Account.
      • Click the drop-down menu to set the Post Account.
  4. Click Update.

Pro Tip: Donation Types can be helpful if they reflect the items you report in your 990 form.