Help center › For organizations › Donations › Record a donation yourself

Record a donation yourself

Five fields to log a cheque, a cash gift, a pledge, or anything that came in outside Kannect.

Applies toDashboard

Add Donation on the donations list opens Add/Edit Donation, a short form for gifts that did not come through the platform.

The fields

  • Donor name. A type-ahead that searches your people. Start typing and pick the person, so the gift attaches to their record.
  • Donation Amount.
  • Campaign. A dropdown of your campaigns, so the gift counts towards the right goal.
  • Donation Date. The date the gift was made, not the date you are typing it in.
  • Status. Pledged, Received or Cancelled.

Then choose Save Details.

Steps

  1. Open Fundraising → Donations.
  2. Choose Add Donation.
  3. Fill in the five fields.
  4. Choose Save Details.