Learn how to process a donation in this step-by-step guide. This help guide will cover how to process a patron’s donation using the Database option in Arts People.
Recommended Reading Before You Start
Instructions
Processing a Donation
A large part of your organization's success is fundraising. The Arts People Database provides an easy to follow process for collecting donations from patrons and outside organizations. Let’s say one of our patrons wants to donate.
- To do this, select Database and then People from the left navigation.
- We can enter a first and last name and use Lookup Existing Patron.
Note: If you already have a patron pulled up, select Clear Screen.
- Now that we have the patron information up, we can navigate to the donations page using the left navigation menu.
- At the top of the donations page, the name of the patron is displayed. Complete the fields. When finished, select Continue to Payment.
| Field Name | Description | |
| A. | What fund will this donation apply to? | Select a fund from the dropdown menu. This is only required fields. |
| B. | Select an Appeal | Select the appeal that the donation will apply to. |
| C. | Donate Now or Recurring Donation | This will indicate if the patron wants to make a one time donation or a recurring donation of this amount on a monthly, quarterly, or annual basis. Note: Recurring donations will automatically be charged of the amount specified and then run automatically each month, quarter, or year based on the date of the original donation. |
| D. | Donation Type | This can only be seen in your organization. Select from the dropdown. |
| E. | Publication Name | If the patron would like to use a name other than their first and last name, we can input that name here. |
| F. | Recognize as Anonymous | Check this box to make this donation anonymous. |
| G. | Fair Market Value | At times a gift may be offered to patrons who donate. It is up to your organization to determine if they want to offer gifts with donations. Just keep in mind, the amount of the gift is not tax deductible, so we have to enter the dollar amount of the gift in this field. |
| H. | Date of this donation | This field is pre-generated with the current date. You can change this to reflect a past donation that was not marked previously. |
| I. | Notes | Enter any notes related to the donation. These notes will only be visible to users in your organization. |
| J. | Apply gift certificate | If your organization offers gift certificates, patrons can use their gift certificate as a donation when they are not able to use it for other purchases. |
- The payment page displays the amount that we entered on the previous page and provides us with payment options. Select the payment choice, enter the data needed. When finished, select Process Donation.
- The print receipt page will allow us to print or send the receipt of this transaction. You will now be able to see this appear in the Order History of the Patron page.
Additional notes:
- Memberships apply automatically when you complete a donation, as above, based on the rules you've configured in the Donation and Membership setup. Membership type is linked to Fund, so a donation to a fund that triggers a membership will automatically create or update their membership.
- For full details on Recurring Donations, see About Recurring Donations - inputting, editing, viewing, reporting.
Recommended Related Articles