Creating a Donation

 

1. Log in to Administration.

2. Click the Corporate Organization / House icon.

 

3. Open the Accounting folder and click the Donations icon.

 

4. Right-click and select New.

 

5. In the General tab: 

       A) Name: Public name of the donation program. This will be visible online to customers.

       B) Sort Name: Internal name of the donation program. In a list online, donations will be sorted alphabetically by their Sort Names.

       C) Account: Select the correct Donation/Revenue Account from the drop-down list OR create a new Account by clicking the ellipsis button.

       D) Donation Levels: To edit the different dollar amount levels available for this donation program, type in an amount and click "Add," or highlight a level and click "Remove."

       E) Display Sequence: Place the donation in a specific order when grouped in a list of multiple donation programs. The closer to 0, the higher up in the list this donation program will appear.

       F) Project Code: If your organization uses Project Codes, either select the correct item from the list OR create a new one by clicking the ellipsis button.

       G) Enabled: If you want this donation program to be active in the system, make sure this box is checked.

Note: The Allow 12 month pledge checkbox can appear in this tab, but it is only available to DonorPerfect clients. This option allows the full amount of a donation to be divided into smaller payments taken over 12 months. It also allows you to set a minimum amount for pledging.

 

6. In the Sales Channels tab, check the box next to each Sales Channel where you want this donation to be sold.

7. The Start and End Dates can be specified for a later on-sale or off-sale date.

• If Alert During Checkout is selected, then the system will display a prompt for this donation program whenever a user proceeds to check out on this Sales Channel. Online, this will present the donation as an interstitial page in the purchase process after the "Proceed to Checkout" button is clicked. On the AMS screen, this will present the donation as a pop-up window prompt for the cashier once the "Proceed" button is selected. On the POS screen, you can use the Donation Settings menu to make the donation appear either as a pop-up window prompt or as an "Ask For Donation" in-line button on the screen.
• If Alert on Payment is selected, this will allow a prompt during the final payment process for Web Sales Channels only. Online, this will present as a donation slider prompt at the top of the final payment page.

 

8. In the Images tab, you are able to add an image for the online purchase page.

9. Web Control tab:

• Checking the Allow Open Entry Box option allows customers to enter in their own dollar amount as a donation level. 
• Checking the Allow Order Round Up option allows the customer to use this donation program to round up uneven purchases to the nearest dollar amount.

10. Web Descriptives tab:

• Secondary Text: Text in this area will be placed between the name of the donation and the Level Areas Description on the donation page. Some organizations put a short thank-you message here. Others choose to leave Secondary Text blank.
• Short Description: Text in this area will be seen under the Donation Name on a Donation List Page.
  
• Selection Prompt: Text in this area will appear above the donation levels. If you leave this area blank, it will default to displaying "Available Levels" in this area instead.
• Levels Area Description: allows you to present important information about the Donation Levels.
  

11. Description tab: Enter in a description of the donation that will appear on the donation's web page.

12. Extra HTML tab: If necessary, include more information about the donation. It will appear below the Secondary Text and above the Levels Area description.

 

13. Confirmation tab: Include information specific to the donation that you want to appear in order confirmation emails.

14. Questions tab: Add order questions that need to be asked of the customer for this donation. Move the questions from the Available Questions column to the Selected Questions column. For more information, see Creating Order Questions. 

15. Notes tab: This area is for internal use only and will not be seen by the customer.

16. Once you have finished filling out the information in each tab, click Apply to save your changes and OK to close the window.

 

Note: There can also be a Donor Management tab in the properties of a donation program, but it is only available for DonorPerfect clients. If you are a DonorPerfect client, then you can use the Donor Management tab to select the correct options from the drop-down lists in the Gift Properties or Other Item Properties sections. These items draw from your DonorPerfect fields and codes. You can add new fields by clicking on the green plus sign.