Objective
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Learn the specifics of entering a donation.
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Overview
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Donations are anything a contact contributes to the ministry to further the work of the ministry. Several items are required to successfully process a donation, specifically the name of the donor, the designation(s) the donation will be credited to.
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Reference Material
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Entering a Donation
Common Donation Issues
Anonymous Donations
Other Receipts
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Concepts
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DonorWise asks several questions about a contribution. The donation entry lines have boxes for each of these items. Some are required.
| • | How much is being given (currency and amount)? |
| • | What is being given? (cash, cheque, bank transfer, or non-cash gift) |
| • | Who is the donation designated for? |
| • | How much of the total donation is for each designation? |
DonorWise can process all incoming receipts into your ministry, not just donations. There are several reasons for this, but two key ones are:
| • | By processing all incoming receipts, DonorWise helps protect the integrity of funds entering your organization. |
| • | Practically, donations may be combined with other receipts. For example, a check may include both funds from a material sale and an additional amount as a donation. |
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Exercises
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1. Enter donations for the following staff member: 12624 George Knightley
Marguerite Cote, $50
Charlotte Menard, $200
Tim & Anna Becker, $400
Enrique Gomez, $100
Jean Francois Fournier, $600 ($300 for Knightley; $300 for Charles Bingley)
Emma Woodhouse, $100
Shun & Misaki Sato, $50
Mary Bennet, $50
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