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CLICK FOR STEP BY STEP INSTRUCTIONS
  1. Type part of the donor’s name in the Quick Search bar and select the donor from the list that appears.
  2. Click on the ‘Donations’ tab and click [+ New Donation].
  3. Enter the following information:
    • Receipt: check this box to allow a receipt to be generated for this donation (you can edit the donation later to change the option you have selected)
    • Name for Receipt: enter the name of the donor as it should appear on the donation receipt (if a value is not entered, the first and last name of the donor will appear on the receipt)
    • Donation Date: enter the date the donation was made (you will see a notification / warning if the date entered is in the future).
    • Donation Amount: enter the amount of the donation. At least one digit (even a zero) to the left of the decimal place is required.
    • Ineligible Donation Amount: enter the amount of the donation that is ineligible. At least one digit (even a zero) to the left of the decimal place is required. This amount must be less than the donation amount.

 

4. Select a program from the droplist or click the [+] button to add one from here. 5. Select a source from the droplist or click the [+] button to add one from here. 6. Select the type from the droplist or click the [+] button to add one from here. 7. Optionally, enter comments about the donation. 8. Enter the name of the person who determined the fair market value for an in-kind donation. 9. Enter the description of the in-kind donation . 10. Click the [Save] button OR Click the [Save and Log Another] button to save the entry and record another donation for this donor.