Adding a New Donor + Video

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To add a donor, go to Donors > Add A Donor and complete the form.

Tips:

Past and/or potential Donors can be uploaded from a spreadsheet (all users) or migrated from previous event sites (returning customers).

Each item must have a donor, so a donor record must be created before entering an item. 

Create a faux Donor called "Friends of (your organization)" to use for items which don't have actual donors (such as paddle raises etc.)

A Tracking ID field is provided to maintain data integrity if you are importing and exporting a data set to/from another database.  

Flagging the donor as anonymous to the public hides their name on the web catalog and all printed materials.

Include a complete mailing address if you intend to use the built-in mail merge feature to mail thank you letters (or receipts).

Providing a website URL creates a hyperlink on a business donor's name within the catalog (unless donor is flagged as anonymous).

You can merge duplicate Donors if both records are worth keeping.