On Tormano Nonprofit, donations replace deals as the main fundraising entity.
Quick way
Use the + Quick Create dropdown > Donation, or click + Log Donation on the home dashboard's Quick Actions.
Required fields
- Donor — pick an existing contact, or create one inline.
- Amount + Currency.
- Date received — defaults to today.
Optional but recommended
- Fund — restricted/unrestricted designation. Configure in Settings > Funds.
- Campaign — which fundraising campaign this gift is attributed to.
- Payment method — check / card / ACH / cash / in-kind / stock / wire.
- Reference number — check #, transaction ID, etc.
- Soft credit — additional contacts to credit (board member who solicited, household member, etc.).
- Notes — anything that won't fit into a structured field.
What happens on save
- The donation is recorded with the donor as the primary credit.
- If the donor's lifecycle is Prospect, it auto-promotes to Donor.
- Workflows that listen for "Donation Created" fire (thank-you email, tax receipt generation, board notification for major gifts).
- The fund and campaign rollups update.
- Audit log entry logged.
Stripe-processed donations
Online donations through your donation forms or P2P pages are recorded automatically with payment method = card and reference number = Stripe charge ID. You don't need to manually enter those.