Donation Sources

Using Donation Sources (also referred to as source codes), you can see what prompted a person to pledge or give to your campaign. These sources are flexible and can be attached to any Donation Distribution. Examples could include Pew Card, Mailed Letter, Email Solicitation, QR Code, and so on.

If you partner with an online giving vendor that helps you track this, they may pass the information into MinistryPlatform with the pledge or donation.

Set Up a Donation Source

In the navigation menu, click Lookup Values > Donation Sources.
Click New Donation Source.
For Donation Source, enter a name that indicates what prompted a pledge.
Tip: If you plan to send multiple communications as part of a campaign, you might set up a separate Donation Source for each communication (for example, Mailer #1, Mailer #2, and so on).
If your online giving vendor uses a shorthand code for this source, enter the Code.
Use the Description to include any additional information about this source.
If needed, select which Campaign this source is associated with.
Set Active to Yes if you're ready to start tracking donations for this source.
Click Save.

Once a Donation Source is set up, you can associate it with each new pledge or donation you record.

If a source is related to a particular campaign, remember to change Active to No when the campaign ends and no additional pledges/donations are being accepted.

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Donation Sources

Set Up a Donation Source

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