Contribution Record Details

The contribution record contains details about the contribution, such the name of the donor, the contribution amount, and the name of the fund receiving the gift. 

The list below provides information about each field in the contribution record. Refer to this list when you add a new contribution record or edit the details for an existing one.

An asterisk (*) indicates required information.

DonorDonor

Name and address of the giver.

PhonePhone

Giver's telephone number.

Family IDFamily ID

Unique identification number assigned by the system to the family. 

Contribution IDContribution ID

Unique identification number that identifies the contribution. Assigned by Development Manager.

External Contribution IDExternal Contribution ID

Unique identification number that identifies contributions imported from an online giving solution (for example,  outside of Development Manager. 

Lifetime Giving ButtonLifetime Giving Button

Click this button to view the giver's giving history.

OrganizationOrganization

Name of the organization owning the fund to which the contribution is made.

FundFund *

Name of fund receiving the contribution. Select the fund from the dropdown list. Note that the list contains only the funds you have permission to access.

PledgePledge

Name of the pledge 

Posting DatePosting Date *

Date the contribution was entered into the system. Type a date into the field or click  and select a date from the displayed calendar

AmountAmount *

Dollar amount of the giver's contribution.

MemoMemo

Text entry field that enables you to supply additional information related to the contribution.

Giving SourceGiving Source

Specifies how the contribution came into the system, for example, manual entry.

BatchBatch

Batch in which the contribution was posted.

Contribution TypeContribution Type *

Indicates the payment method used to fund the contribution. Select one from the dropdown list.

Check NumberCheck Number

If the giver paid by check, shows the check number.

ReasonReason *

If editing a contribution record, you must supply a reason for making the change. 

Tax DeductibleTax Deductible

Indicates whether contributions to the fund are tax deductible. Select the checkbox to specify that the gift is tax deductible.

 
 

 

 

 

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