Record a donation

1. Start a new donation

Go to Donations.

The Actions panel on the Donations view with the Add button outlined

Click Add.

2. Choose the donor

The Donor section of the donation form with the donor dropdown outlined and the Anonymous checkbox beside it

Pick the Donor (A) from the dropdown. Each entry shows the record ID alongside the name, so two people with the same name are still distinguishable.

Anonymous (B) is covered separately in Record an anonymous gift.

3. Enter the payment details

The Payment Details section with Type set to Gift, Method set to Check, a donation date, a total amount of 250 dollars, and a check number

Field	Notes
Type (A)	Gift for cash; In-kind for goods
Method (B)	Cash, Check, Credit Card or PayPal
Donation Date (C)	The date the gift was received
Total Amount (D)	The cash value
Check Number (E) / Check Date	Only enabled when the method is Check
Transaction ID	Optional reference from a card or PayPal payment

Fields outlined in red are required and must be filled before the form will save.

4. Attribute the gift

Set Campaign (A), Appeal (B) and Designation (C).

The Solicitation and Designation section with campaign, appeal and designation dropdowns filled in

The three answer different questions. The campaign is the drive the gift belongs to, the appeal is the particular ask that produced it, and the designation is the fund the money goes into.

This is the step that pays off later. Without it a gift is just an amount, and no report can place it.

5. Save