Donor Accounts
A Donor Account record is created or referenced when a check is scanned and MICR is read via the Batch Manager Tool (BMT). It is used to speed data entry by matching Donors to Donations being processed in the BMT. For more details on how Donors are matched, see Donor Matching.
The views on the Donor Account page are helpful in identifying what Accounts are in use, not in use, and have multiple Donors assigned.
Note: Donor Accounts are not related to contribution statements. If the donation is assigned to the "wrong" donor account record, it does not cause any issues with a donor's statement.
Donor Account Fields
- Institution Name
- The name of the banking institution.
- Account Number
- The account number of the Donor's bank account per the scanned check MICR.
- Routing Number
- The routing number of the Donor's bank account per the scanned check MICR.
- Donor
- The Donor record associated with this Donor Account.
- Non-Assignable
- If set to Yes, this account is not to be assigned to a Donor.
- Account Type
- The type of bank account (savings or checking).
- Closed
- If set to Yes, the account is closed (no longer used).
- Bank
- The bank related to this bank account from your Lookup Values.