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Donation Management

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A Donation would be any item given to an organization without intention of receiving a benefit. Most donors receive a tax receipt for their donation. Donations can be Inserted, Modified, or Deleted depending on the need. To learn more about Donation Features click here.

Please note that are required to have some system table settings in place before using the donation module. To learn more about Donation System Tables click here.

Accessing Donations

  1. Open the Patron Record.

    For details on locating a Patron Record click here.

  2. Click the Donation tab.

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

Flash

ScreenCast

MP4

ScreenCast

Donations

Donations Overview

Add a Donation thru the Order Window

Refund a Ticket to a Donation td>

 

 

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