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Step 2: Donation Information

Add a Donation Overview

Add a Soft Credit Recipient

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Add Donation Wizard-Step 1

Modules>Fundraising>Donations>Add a Donation

Step 1: Adding a Donation

Use the following steps to start adding a donation:

  1. Go to Modules>Fundraising>Donations>Add a Donation.
  2. Fill in the required Constituent name. Enter the first few letters of the constituent's last name to see a list of matches. Select the constituent who is making the donation. Or click the look-up button for a full list of Customers.
  3. Choose your Donation type. See the Add a Donation Overview topic for definitions of all the different donation types.
  4. Click the Continue button to go to Step 2: Donation Information. Click the Cancel button to return to the previous page.