Record a donation

Where to start

Use the + Quick Create button and choose Donation, or click + Log Donation in the Quick Actions on your home dashboard.

Required fields

• Donor: pick an existing contact, or create one inline.
• Amount and currency.
• Date received: defaults to today.

Optional but recommended

• Fund: which fund the gift is designated to. Pick from the funds you have set up under Donations > Funds.
• Campaign: which fundraising campaign this gift is attributed to.
• Payment method: Credit Card, Check, Cash, Bank Transfer (ACH), PayPal, Stock Transfer, or Other.
• Reference number: a check number or a payment reference.
• Notes: anything the other fields don’t cover.

What happens on save

• The gift is credited to the donor.
• Any workflow waiting on Donation Created runs: a thank-you email, a tax receipt, whatever you have set up.
• The fund and campaign totals update.
• The entry is added to the audit trail.

Stripe-processed donations

Gifts made through your donation forms or peer-to-peer pages are recorded for you, with the Stripe payment reference already filled in. You don’t need to enter those by hand.