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Donation Management
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.
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Please refer to Donation Features or see how to deal with various data entry scenarios |
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
- Open the Patron Record.
For details on locating a Patron Record click here.
- 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.
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Topic |
Reference Guide |
Cheatsheet |
Flash ScreenCast |
MP4 ScreenCast |
Donations |
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| Donations Overview |
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| Add a Donation thru the Order Window |
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| Refund a Ticket to a Donation |
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| Create a Campaign |
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| Pledged Donations |
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| How to Toggle Between Individual & Corporate Donations |
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| How to Make a Donation Anonymous |
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| Soft Credits |
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| Matching Gifts Part 1 - Setting up the Gifter |
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| Matching Gifts Part 2 - Adding Gift to a Donation, Running a Report |
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| Gift In Kind |
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| Deleting and Refunding Donations |
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