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MinistryPlatform

RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Batch Manager Tool (BMT)

Creating a Donor

If you've searched for the Donor and you don't find the individual, you need to create a new Donor record. All new Donor records use the default Statement values set in these Configuration Settings:

  • COMMON, defaultParticipantType: The Participant Type assigned to the new Donor (for example, Engaged Participant, Participant, or Guest). The default is Guest.
  • COMMON, DefaultStatementMethod: The method of statement delivery (postal mail, email or online, or no statement needed) assigned to the new Donor. The default is Postal Mail.
  • COMMON, DefaultStatementType: The type of statement (Family versus Individual) assigned to the new Donor. The default is Family.
  • COMMON, DefaultStatementFrequency: The frequency at which the new Donor receives their giving statement (quarterly, annually, or never). The default is quarterly.

Create a New Donor Record

Trying to add a Donor's spouse? To reveal the Add Spouse link and add the Spouse of a Donor, the initial Donor must have a Marital Status of Married and a Household Position of Head of Household. The Spouse's record will also be created with a Marital Status of Married and a Household Position of Head of Household.

  1. Click Add New Donor at the bottom of the search results.
  2. If you scanned a check, the New Household/Donor dialog box automatically displays details from the check. Otherwise, enter at least the Household name and First name of the Donor.
  3. If you need to also create a Participant record, select Create Participant.
  4. When finished, click Save.
    This creates a linked Contact record.
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Last updated: May 7, 2024