Film 4 of 7 · 0:37
Giving and tax receipts
Record gifts, keep funds separate, run campaigns, and issue receipts.
Transcript
Giving keeps an audit trail of every gift: card, cheque, cash or e-transfer.
To enter a gift by hand, open Data Entry and choose the donor.
Add the amount, and record it.
Funds keep designations like Missions and the Building Fund apart.
Campaigns give a fundraiser its own page and a progress bar members can see.
At year end, Tax Receipts issues a receipt to every donor at once.