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
- Click Add New Donor at the bottom of the search results.
- 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.
- If you need to also create a Participant record, select Create Participant.
- Click Save.
A Contact record is created and, if applicable, linked to the scanned check.
Note: Trying to add a donor's spouse? To reveal the Add Spouse link, the initial donor must have a Marital Status of Married and a Household Position of Head of Household. Note that the spouse's record will be created with a Marital Status of Married and a Household Position of Head of Household.