Creating a Donor
Instructions to create a donor for the Batch Manager Tool, including configuration settings for the new donor record.
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 assigned to the new donor. For example, postal mail, email or online, or no statement needed. The default is postal mail.
- COMMON, DefaultStatementType: The type of statement (family or 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. The spouse's record will be created with a marital status of married and a household position of head of household.