Create & Post a Donation


Written by Nick Miles

Last published at: December 9th, 2019
  1. Select Donations from the Home page.
  2. Click Create.
  3. Search for a profile or click [show list] to select from a list.
  4. Enter donation details.

    At a minimum, you must enter the Amount, Fund, and Date.

    • Donation Date
    • Donor Address
    • Donor Zipcode
    • 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.
    • Custom Message 
    • 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.
  5. Click Process.
  6. Review the donation and click Post.
  7. If the profile that donated is associated with an open opportunity, click Link to link the donation with the open opportunity.

    The option to link a donation with an opportunity will only display if the donation has been posted. If the donation is unposted, the opportunity will be un-linked from the donation.

  8. Click Tax Receipt to email or print a tax receipt.

    If you've enabled and configured donation templates in System Data, the system will generate your tax receipts from the templates. However, if donation letter templates are disabled in System Data, the system will generate from relevant donation fields in Site Custom Content.