Category Archives: Donations

How do I Add and Manage Funds?

A Fund is a fundraising category. You can assign a donation to one or more funds, and you can run reports on each fund. 
To add a Fund: 

First, click on the Settings tab, then click on Funds & Goals.
Click on “New Fund”.
Enter the name of the new fund. 
Optionally enter a goal for the fund. 
Check the box [...]

How do I split a donation between multiple funds?

 
When entering a new donation, click “Split” under the “Amount” field. Enter an amount and a fund for each line of the splits. You can add as many splits as you need for each donation. 

How do I Record a Donation?

How do I record a donation?

In the top, left corner of the page, search for a donor’s name in the “Find a Donor” box.
If you need to create a new donor, click on either the Dashboard or the Donor tab, then click on “New Donor” at the left.
Once you’re in the donor’s record, enter a [...]