Entering Donations

As an admin, you can manually add a donation or sponsorship payment on behalf of a supporter. 

Note: A transaction fee is NOT charged for check or other offline donations manually entered into REACH.

Donation for a Sponsorship

Note: In order to enter a donation payment for a sponsorship, you must first make sure the sponsorship relationship has been set up.

To add a donation for a sponsorship:

  • From the Supporters module select the Supporter’s name
  • Click on the name of the Sponsorship you want to add the donation to
  • This will take you to the Sponsorship Supporter record
  • From the Donations section under the sponsorship details, click Donations Actions >Add Donation
  • Enter Date – when entering dates we suggest you use the Date Picker.
    If you want to type in a date you MUST enter in the form of YYYY-MM-DD
  • Enter Payment Type and Amount, and select whether to send an email receipt
  • Then click Save Donation
  • If it is a credit card donation, you will then be asked to Use Account on File or enter different payment method
  • Entering the payment method will complete the Online donation

Note: Donations to a sponsorship can also be added from the supporter record by clicking Actions > +Donation > Add Purpose > Enter Amount > Select Sponsorship > Select Sponsorship Name and then filling out the remaining information.

Donations other than sponsorship

  • If from the Supporter record, click Actions > +Donation button
  • If from the Donations Module click +New Donation
    • Choose Single Donation, or Batch Donation to enter multiple donations from a single supporter (for Batch Donations see below)
    • Add the Supporter by typing in the supporter’s name to auto-fill or by clicking on the +New Supporter button
  • Choose a Donation Date with the date picker, or by typing in as YYYY-MM-DD
  • Add an Amount and select the Purpose
  • Click Add Purpose again to designate the donation to multiple purposes (half to a general fund, half to a project for example)
  • Select Payment Type
  • Add a Reference Number for a check number or other reference
  • Check the various options needed (Not tax-deductible, send email receipt, keep donor anonymous, keep amount anonymous, donate in honor or memory of a loved one)
  • Note is visible only to the donor; Admin Note is visible only to admins
  • Add a Soft Credit if the donation is being made on behalf of another supporter. In the Soft Credit field, start typing the name to auto-fill that existing supporter.
  • Click Create or Save
  • If it is a credit card donation, you will be asked to Use Account on File or Change Payment Method. This will complete the donation.

Batch Donations for a Single Supporter

If a check is intended to be split among various purposes, if there are multiple checks from a single supporter, or If you want separate donation records from one offline donation, you can use the Batch Donation option.

The example below shows multiple checks from a single supporter. For more about checks split among various purposes, see Entering a Split Donation.

  • Go to Donations > +New Donation
  • Choose the Batch Donation tab
  • Add the Supporter by typing in the supporter’s name to auto-fill or by clicking on the +New Supporter button
  • Enter Default Date, Default Purpose and Default Payment Type if desired – These will be the default entries for each added donation, but can be changed with each donation added.
  • Click on the blue Notes button to add a note visible to the donor or a note for admins only
  • If a supporter has multiple donations or the donation is intended to be split among various purposes, click on the + Add Donation button as many times as needed and enter in each donation separately
  • When entering the date, use the date picker or type in as YYYY-MM-DD
  • Click on the ‘Send Email Receipt’ check box to have an email receipt sent to your supporter.
  • When complete, be sure to click on the green ‘Create’ button

The batch donation receipt can be edited by going to Settings > Email templates and selecting New Batch Donation. This template is intended as an email receipt that will go out to the supporter after a batch donation entry has been completed from their donations. 

Tags: , ,

Was this article helpful?

Previous Article

PCI Transfer