Donations are individual monetary gifts made to your school. Donors are the people or organizations that make those gifts. A donor may have directly made the gift himself or could be linked to a donation via a soft credit. You can find donations and donors each in their own report; these reports link you directly to donation pages and donor profiles.
The Donations report lists all the individual donations you've recorded—whether manually or received through one of your online donation pages. Use the filter to focus the report on particular kinds of donations.
- If a donor name is hyperlinked, the donation is linked to a person in your system.
- If the donor's name has next to it, the donation has not been linked to a person.
- If the donation has next to the amount, it is a gift-in-kind donation.
- The Actions menu lets you communicate with donors via text, email, or printed letter, as well as exporting to XLS/CSV, adding communication plans, and marking donations as acknowledged.
The Donors report lists all the donors in your system. A donor is anyone who has a donor status; a donor can be a person or an organization, and may have directly donated or is connected to a donation via a soft credit. Use the filter to focus the report on particular kinds of donors.
The Actions menu lets you communicate with donors via text, email, or printed letter, as well as printing yearly summaries, exporting to XLS/CSV, adding communication plans, and marking donations as acknowledged.
The Recurring report shows all recurring donations. The report sorts recurring donations by the most recent start date. Use the filter to focus the report on particular kinds of recurring donations.
The Actions menu lets you...
- Email donors: Lets you email the donors shown on your report.
- SMS donors: Lets you send an SMS message to the donors on the report with a verified SMS number. You'll have the option to send the SMS as an email for those without an SMS number.
- Export XLS: Creates a spreadsheet of your report, including any filters and column sorting.
Managing recurring donations
You can change the details of a recurring donation by clicking and selecting an option:
- Show history: This shows a list of all donations made in this series, including links to the individual donation pages.
- Change payment info/amount: Update any of the donation info details (credit card number, address, etc.) and the donation amount. You must fill in the entire form in order to save changes to any of this information.
- Change schedule: Select a different day of the month on which to run the recurring donation transaction.
- Resend management link email: Sends the donor a link to change the recurring donation's details.
- Pause/resume: This lets you pause the recurring donation, or resume one that you paused earlier.
- Cancel: Cancelling a recurring donation only affects future donations.
Donation detail pages
Donations are identified by their number. To view the donation's details on its page, click the Donation # wherever you see it—whether on a report or a donor's profile.
The donation page includes:
- Details: This section includes the basic financial transaction details; for Online Donations, it also links to the credit card transaction receipt (different from the PDF receipt).
- Soft Credit: This shows the soft credit, if any; you can also link the donation to a person or organization to create the soft credit.
- Campaign tracking: If this donation is connected to a campaign or appeal, you'll find those details here. If you need to change anything, click edit and select the correct items from the drop-downs.
- Breakdown by fund: Most donations go towards one fund, but if a donation is split among two or more funds, you'll find all those details here.
- Comment: If the donor left a comment on your online form, or if a staff member commented, that will be displayed here.
- Acknowledgement: You can mark the donation as acknowledged, view the acknowledgement details, or click to un-mark it as acknowledged. Read more about acknowledging donations below.
- Print Receipt: This creates a PDF with donation details that the donor can use for tax purposes. There's also a link to the online receipt.
- Custom info: If you keep track of custom donations fields, here's where you'll record them. Click add, select a field, and enter the info. This information is available when you export any report in donations.
Donor names and soft credits
Donation pages also include the donor's name, which links to their profile. If the donation is not yet linked to a person/organization, you'll see a few options for linking it...
- Possible match: If Populi matches the name to an existing person/organization in your database, you'll see them listed here. Matches are based on some combination of name and contact information. Click a suggested name to go to that person's profile. If it's a good match, click the radio button and then Apply.
- Add as a new person/organization: Click the radio button and then Apply to create a new person/organization based on the donation info.
- Link to an existing person: If there are no matches, but you know this person is already in Populi (say, she's entered under her maiden name but she donated after getting married), click the radio button and then search for existing people/organizations. Once you've found the match, click the name and then Apply. Keep in mind that the name on the donation will be replaced by the name of the person/organization to whom you linked it. The other donation information will be added to the pre-existing profile.
After linking the donation to a donor, you'll have the option of linking it to a person or organization as a soft credit. Your options are the same as what's mentioned above, with these additional wrinkles:
- If you link a person as the donor, Populi will suggest people listed under the donor's relationships for the soft credit, as well as any organizations of which the donor is a member. For example, you might want to link the donor's wife as a soft credit—provided you've linked her on the donor's profile, Populi can suggest her (it will also suggest brothers, roommates, etc.).
- Likewise, if you link an organization as the donor, Populi will suggest people listed as organization members for the soft credit.
- You can add multiple soft credits to any donation.
If you make a mistake, click unlink to remove a donor or to remove someone as a soft credit.
After receiving a donation, it's common practice to acknowledge the donor. You might have any number of ways you do this: perhaps you send a printed letter or maybe an email. Whatever the case, you'll want to keep track of whether or not you've acknowledged a donation.
Here's the basic workflow: after acknowledging a donor or donation, come back to Donations and mark them as acknowledged. There are two ways to do this:
- Donations report: This lets you mark several donations as acknowledged in one go. Use the filter to focus the report on the donations you're after, click Actions, and select Mark acknowledged.
- Individual donations: This lets you mark donations as acknowledged one at a time. Go to a donation's page and look under the Acknowledgement heading. Here, you can mark the donation as acknowledged, view the acknowledgement details, or click to un-mark it as acknowledged.
The Profile > Financial > Donations view lets you review an individual donor's activity, record new donations, and print yearly summaries. There are a few ways to get there:
- Find the donor person or organization in Search; click the Financial view and then Donations.
- Click the donor person/organization's name wherever you see it in Donations—including the Donations report, the Donors report, or on an individual Donation page.
You can also see donations under Recent Transactions in the donor's financial dashboard view.
Donor status and representative
Remember that a donor is simply anyone who has one of the three donor statuses. Under the Summary in the right column, click Status. You have three options:
- Potential: these people may be interested in donating.
- Active: these people have donated (or are the soft credit for a donation) and are still interested in receiving communications from you about further donations.
- Inactive: these people have donated in the past but are not interested in hearing from you about further donations
- There's also Not a donor, which you should select if someone has been mistakenly marked as a donor.
Each status is associated with a corresponding system tag (Active Donor, Inactive Donor, and Potential Donor).
You can also assign a representative to a donor.
- Click Representative.
- Select a Donations user from the drop-down.
- Click Save.
Now that you've added a representative, you (and the rep) can use the various report filters to see lists of donors assigned to that rep; this facilitates communications, tagging, etc.