Donation Module Features

The Donation module is a complete tracking option for all unearned income. The donation module closely follows IRS and CRA guidelines and is built from their recommendations as well as from the needs of our diverse clients. Whether you are looking to manage donations for your Annual Fund, Capital Campaign, or a simple Ticket Round-up, Theatre Manager can provide the entry, accounting, pledge management, tracking/reporting and even print the program insert listing your donors within their respective donor categories.

For more information on the features of the donation module, please select from one of the pages listed below the Screencast and Cheatsheet links.

You can download the Quick Reference Guides (less than 20 pages), Cheatsheets (1-2 pages) and Screencasts (online video demonstrations of the functions with narration) by clicking on the icon.

Topic

Reference Guide
pdf format

Cheatsheet
pdf format

ScreenCast
Video Tutorial

Donations

Donations Overview

 

Add a Donation thru the Order Window

 

Refund a Ticket to a Donation

 

Create a Campaign  

Pledged Donations  

How to Toggle Between Individual & Corporate Donations  

How to Make a Donation Anonymous  

Soft Credits  

Matching Gifts Part 1 - Setting up the Gifter  

Matching Gifts Part 2 - Adding Gift to a Donation, Running a Report  

Gift In Kind  

Deleting and Refunding Donations