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Donation
Donation
Donation
Donations are contributions that a contact (donor) makes. There are different
Donation Types
that schools can record.
Frequently Used Terms
Donation Date
refers to the original date the donation was received.
Original Amount
reflects the initial amount that is recorded on a donation. Original Amount = Donation Amount + Written Off Amount.
Written Off Amount
reflects the amount that the school is not able to collect on a donation.
Donation Amount
reflects the total collectible amount after
Written Off Amount
is subtracted.
Donation Amount = Original Amount - Written Off Amount
.
Paid Amount
reflects the total amount paid.
Balance
= Donation Amount - Paid Amount.
# of Installments
option will evenly distribute the total pledge amount into the specified number of installments.
Installment Amount
option will automatically designate the number of installments it will take to pay off the pledge.
Non Tax Deductible
refers to the amount that donors cannot deduct from their income on their tax returns.
Description
field is used to provide a short description of the donation . This information can be shown in documents and emails and has a limit of 255 characters.
Note
field is used to provide a long description of the donation. This information is usually kept internally and not shared with donors. It has a limit of 2000 characters.
Anonymous Until
field refers to a date up until the donor wishes to remain anonymous for a donation. If the donor wishes to remain anonymous indefinitely, please enter a date far into the future.
Indicator
field provides an option to associate the donation to the entire family or an individual contact within the family.
Donation Alternate Salutation
can be used to address a donor with a different salutation on a specific donation. A school may wish to use a donor's nickname/preferred name on donations that are allocated to an Alumni
Fund
.
See also
Donation Types
Contact
Fund
DAT
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