Donation Screen

The donation screen is used to enter donations or pledge payments. It consists of the following information:
- donation date
- donation amount
- donation type (user defined list of choices)
- fund (user defined list of funds)

- campaign (if the donation was related to a certain campaign)
- event (if the donation was related to a certain event)
- related pledge (if the donation was a payment towards a previous pledge, only pledges for the current contact are shown to choose from)

- correspondence
- correspondence date
- acknowledged (when a correspondence is made this becomes "Yes")
Note: there are a few ways to do correspondence:
1. manual correspondence:
- you just specify how you did the correspondence and the date using the two fields shown and then outside of this program you send the letter, make the phone call, send the email etc...
2. Letters
- You can press the Letter button at the top of the screen to do a letter for this donation. If you choose to record the correspondence after the letter is generated it records the history of this correspondence and shows the details in the list box at the bottom left of the screen. It will also show the correspondence on the contact's detail screen (since you generated an acknowledgment letter for this donation and for this contact). See the letters section for more details.
3. Email
- You can press the Email button at the top of the screen to do an email for this donation. If you choose to record the correspondence after the email is generated it records the history of this correspondence and shows the details in the list box at the bottom left of the screen. It will also show the correspondence on the contact's detail screen (since you generated an acknowledgment email for this donation and for this contact). See the email section for more details.
You can also choose to add this donation to a mailing list and handle the correspondence at a later time. Example: you send out donation acknowledgments on Friday of every week.

- contact
- appeal (user defined list of choices for what caused the contact to make this donation)
- employee
- payment type (user define list of choices)
- payment details

- in honor of
- in memory of
- anonymous

- matching donation (added in version 2.0), used to specify that a matching donation was given for this donation. When a matching donation is added a pledge is added to the system (indicating that this donation should be collected). So in the example above Steve Smith gave $500 and acme corp matched that $500 donation. so a pledge for $500 for acme corp was created. The actual $500 donation from acme corp is added as a seperate donation to fulfill the pledge of $500.

- receipt amount (automatically defaults to the amount of the donation but could be changed to be a lesser amount)
Example: $100 donation but contact attends a dinner valued at $20 so the tax deductable receipt amount is $80
- receipt number (automatically generated)

- notes (general notes about this donation)

Pressing Report will generate a donation summary report for this donation (for easy printing of the donation details).

You can add a donation from various places throughout the program (donation list screen, contacts screen, pledge screen, campaign screen, event screen)

The second tab on the donation screen is used to specify other people involved in the donation.

- employee who solicitated this donation

- Other contacts involved in getting this donation (soft credits or people who played other roles)
This is used to specify and track other people who helped get this donation along with a soft credit amount. Soft credit amounts muct be equal to or less than the donation amount, however multiple people can be involved and receive soft credits. On the contact screen when you setup relationships you can specify rules for soft credits so that soft credits get automatically assigned.