Donor Accounts
Learn more about donor accounts, including tips to manage donor accounts, and the fields you'll encounter and what they mean.
A Donor Account record is created or referenced when a check is scanned and MICR is read by 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 to identify 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, do not assign this account to a donor.
- Account Type
- The type of bank account (savings or checking).
- Closed
- If set to Yes, the account is closed (no longer in use).
- Bank
- The bank related to this bank account from your Lookup Values.