Learn how to set up different types of donation systems in this step-by-step guide. This help guide will cover how to set up donations in Arts People.
Content
Recommended Reading Before You Start
Instructions
Setting up Donations
Your Arts People account is designed to accept contributions via the public donation page for various types of donations. While setting up your organization, you can also create different donation systems, or buckets, that link together for reporting and automation purposes. As part of your account, a General Fund is automatically set up for you. This fund will collect all donations from patrons until you create other donation systems.
Let’s say you want to collect money for a specific project outside of the general donation fund. First, you need to consider how you want to collect the donations. There are four areas that can be considered when setting up donations:
- Campaigns
- Funds
- Appeals
- Donation Types
Campaigns
A campaign is usually set up for an extended period of time to collect money from multiple funds so donation totals can be tracked. Campaigns are typically tied to a single fiscal year, but can span multiple years such as a capital or endowment campaign.
Based on your needs, you may setup several campaigns within a year, though campaigns are optional.
- To create a campaign, from the Arts People homepage, select Setup in the left navigation menu.
- On this page you can find links for different categories of the Arts People Setup. Select Donation setup in the Donation section.
- In the Campaign setup column, enter the name of your campaign. Then use the calendar icons to select your active and expiration dates. Then, select Save.
Funds
Funds are containers for specific causes where you would like to raise money. Entering a fund requires more information than entering a campaign to ensure that the money goes to the correct bucket.
- From the Arts People homepage, select Setup in the left navigation menu.
- On this page you can find links for different categories of the Arts People Setup. Select Donation setup in the Donation section.
- Complete the blank fields located at the bottom of the funds table. When finished, select Save.
| Field Name | Description | |
| A. | Fund Name | Enter the Fund name. |
| B. | Select Default Fund | If you would like all unspecified donations to go to this fund, select this radio button. |
| C. | Current Campaign | Select the current campaign that the fund should be collected to. This is optional, as campaigns are optional. |
| D. | Membership Type |
Select a membership type only if donations from this fund should apply to that membership. Note: If you have membership levels, at least one fund must point to the membership in order for the money to apply toward the membership. |
| E. | Description (Internal Only) | You can create a description for internal use only. |
| F. | Inactive | Select this if you are not ready for your fund to start or if it is no longer being used. |
| G. | GL Account # | If you have set up a general ledger, you can enter the account number here. |
Appeals
Appeals are the source of incoming donation; such as how they heard about you or what led them to donate. Appeals will point to a fund to automatically direct the donation to that fund. Then, if there is a campaign associated with that fund, that donation will be tracked as part of the campaign.
- From the Arts People homepage, select Setup in the left navigation menu.
- On this page you can find links for different categories of the Arts People Setup. Select Donation setup in the Donation section.
- Complete the blank fields located at the bottom of the funds table. When finished, select Save.
| Field Name | Description | |
| A. | Appeal Setup | Enter a name for this Appeal. This may appear publicly for patrons. |
| B. | Description (Internal Only) | You can create a description for internal reference. |
| C. | Fund | Select a fund that is associated with this appeal. We recommend that all appeals are assigned to a fund to ensure that all donations collected will be reported to that fund. |
| D. | Active and Expired Date | Select a date in which you would like to activate and expire this appeal. |
| E. | Admin Only? | Checking this box will only allow this appeal to be used internally. The public will not see this appeal to select it. |
Donation Types
Examples of donation types include scholarships, memorials, corporate or individual donations.
- From the Arts People homepage, select Setup in the left navigation menu.
- On this page you can find links for different categories of the Arts People Setup. Select Donation setup in the Donation section.
- In the Donation type setup column, enter the name of your donation time. If it is a short term donation type, select the inactive checkbox once the collection period is over. To set this donation type as default, select the check box in the Default column. When finished, select Save.
Suggested Amount
The suggested amount field allows you to indicate an amount that will automatically display in the donation field on the public pages upon checkout or on the ticketing payment page. When finished, select Save.
