The date field is the date that the donation was pledged or given. The entries in the table are reverse sorted on date, so that the latest donation is the first.
The Donor name as it was entered. If there is an email address associated to that donor, then clicking on the name will initiate an email to the donor.
This field shows the intended amount that the donor wants to give. This should be identical to the Received amount except if the donation was a pledge of some sort or if the donor failed to completed the merchant services transaction.
This field shows the actual amount that was received. For Pledges, Check by Mail, and Wire Transfers the amount may be different than the Donated amount until the payment is received. Stock Transfer amounts may differ based on the value of the stock at the time of sale.
This is the Wish List Item that the donation was made to.
Can either be online or offline.
This field explains how the donation was funded. Valid values can be (Credit Card, Check, Wire Transfer, Stock Transfer or Pledge)
This field provides the current status of a particular donation. Valid values are (Complete, Pending, Log Payment?)
This field just has a link to the more detailed information about the donation. Selecting the ‘Details’ link will take you to a page that has the following information:
Export donations to a CSV file by selecting 'Export to CSV' from the transactions summary table.
The minimum information to log a donation is First Name and Last Name. If you have an email address for the donors, then adding that will allow an email ‘Thank You’ to be sent.
Which Item?: If there are multiple Items for a Wish List, you can select the specific Item.
Date Received: The Date is defaulted to ‘Today’, but you can log the donation for previous dates if you choose.
Type: This lets you identify the donation as a pledge or donation. If it is specified as a pledge, then additional fields are required to be filled out.
Payment: This field is only visible if the donation is a pledge. If there is an initial payment accompany the pledge, then check this box.
Donation Amount: This is a required field
Donation Direction: Pick list based on the list of directed giving options. This is not a required field.
Method of Payment: This is a list based on the donation types that have been setup for this specific Wish List. If there is only one donation type, this field is defaulted to that Method.
Donor Wall: Checking this box will display the Donor’s name on the scrolling donor wall
Name to Display: If the above box is checked, then the way the donor should be recognized is typed into this field. An example might be, if John Smith made a donation, you may choose to recognized him on the donor wall as ‘The John Smith Family’ or ‘John and Jane Smith’.
Display Amount: Checking this box will display the amount of the donation next to the Donor’s name on the scrolling donor wall
$ Goal / Qty Goal
$ Donated / Qty Donated
Percent donated towards goal to date
Who has opened the email
Who has clicked through a link in the email
Whose email address is bad or has 'Bounced'
Who has unsubscribed to future emails
Who has received the email and then donated
Coordinating with Accounting
To provide information regarding donations to the person in charge of accounting for your organization, select the link to Export donations to a csv file. This will create a spreadsheet that can be used by accounting to ensure that they are not only tracking all of the donations, but also accounting for any directed gifts. All of the information that is displayed on the 'Details' page of an individual donation will be included in the file for all donations.