How to input or edit individual contributions

To add a donation to an Individual record, navigate to Individuals and search or click on an individual’s name. Click the Giving tab and then select + Giving Entry. 

individual_giving_input.jpg

 

Select the Category (this can be custom named like 'Fund' below) from the drop-down list. Enter or select the Date the contribution was made. Type in the Amount of the donation and add a Check Number if that information is needed. Add a Note of 'Cash' if that was the donation type instead of a check.

Making a note of 'Cash' or 'cash' at the beginning of this field will trigger the filter in the giving reports to find that donation type.

 

 

If this is to go with a pledge campaign, review the information here: Input Giving towards Pledges – Individual

 

Click SAVE to complete the donation entry.

 

 

 

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