Пређи на главни садржај

Accepting Donations

FaithAdmin provides a complete giving management system that lets you record, track, and report on all contributions to your organization.

Creating a Donation Record

  1. Navigate to Giving from the sidebar.
  2. Click Add Donation.
  3. Fill in the details:
    • Donor -- Select a member from your directory, or enter a guest name
    • Amount -- The donation amount
    • Date -- When the donation was received
    • Fund -- Which fund the donation is directed to (e.g., General, Building, Missions)
    • Payment Method -- Cash, check, online, bank transfer, etc.
    • Notes -- Optional notes about the donation
  4. Click Save.

Online Donations

If you have a Payment Gateway configured, members can give online. Online donations are recorded automatically with the donor, amount, and date captured from the payment processor.

Linking to Fundraisers

Donations can be linked to a specific Fundraiser campaign. When creating a donation, select the fundraiser it applies to, and the fundraiser's progress bar updates automatically.

Linking to Pledges

If a donor has an active Pledge, donations can be applied toward that pledge. FaithAdmin tracks fulfillment automatically.

Viewing Donations

The giving list shows all donations with:

  • Donor name, amount, date, fund, and method
  • Filters by date range, fund, donor, and payment method
  • Sort by any column
  • Export to CSV for external reporting. See Data Export.

Who Can Manage Donations

Only admins can create, edit, and delete donation records. Members can view their own giving history through the Self-Service Portal.

tip

Categorize every donation into the correct fund at the time of entry. This makes year-end reporting and Fund Accounting much easier.