Add a Donation Fund

How to Add a Donation Fund If you haven’t read Donation Management yet, check it out here. It goes over general settings and set-up. To get started, navigate to Donation Management >> Donation Funds, click the Add Donation Fund button at the top...

Search Donation Records

Search Donation Records To search your donor records, click on Donation Management and then Manage Donations.     You can search the donor database by filling out any portion of the search criteria. So you can search by any combination of...

Edit and Update a Donation Fund

Edit/Update Donation FundTo edit an existing donation fund, click on Donation Management and then Donation Funds. Click the pencil icon next to the donation fund you would like to update.  You might notice there is now a Chart URL link listed in your fund.  If you...

Delete a Donation Fund

Deleting a Donation Fund To delete a donation fund go to Donation Management and then Donation Funds. Click the trash can on the right side of the table.     The selected donation fund will open. Scroll all the way to the bottom of the record....

Create a Donation Record

Create a Donation Record This function is purely for internal use. Let’s say a member mails in a check and you want to create a donation record for it, go to Donation Management and then Manage Donations and click the Create Donation...