Field Name

Description

Amount

Amount of donation.

Apply to Pledge No

Select the Pledge Number when making a payment to a pledge, so that the payment is applied. This field is controlled by a drop-down list.

Campaign

The Campaign that resulted in this donation. This field is controlled by a drop-down list.

Campaign Activity

The Campaign Activity that resulted in this donation. This field is controlled by a drop-down list.

Check or Reference No

For reference enter the check number, receipt number, or other.

Date

This date is used to record the date on which the donation was made.

Fund

Name of the fund for which a donation is made. This field is controlled by the drop-down list.

Fund Code

Each fund must be assigned a code. Each code can be assigned to one or more funds.

In Honor of

The In Honor of field is used to record the name of a person, organization, or entity that the donor wishes the donation to be made in honor of.

In Memory of

The In Memory of field is used to record the name of a person, organization, or entity that the donor wishes the donation to be made in memory of.

Notes

The Notes field may be used to record any additional information about the donation. There is no limit to the number of lines or the type of information recorded in this field.

Received From

This field records who the donation is from. It is linked to the Contacts drop-down list.

Receipt No

The receipt number for the donation. This number is automatically assigned when the donation is entered.

Revenue Restriction

This field can be used to denote restrictions on the use of the donated funds. Restriction options are permanently, temporarily or unrestricted. This field is controlled by an authority file.

Revenue Source

Use this field to record the source of this revenue. This field is controlled by an authority file.

Solicitor

Record the name of the person responsible for soliciting a particular donation. This field is controlled by an authority file.

Tax Deductible Amount

Amount of the donation that is tax deductible. This amount cannot be larger than the amount of the donation.

Thank You Letter Sent

The date the Thank You Letter was sent.

Type of Payment

The Type of Payment field is controlled by an authority file from which you may choose predefined payment types. Select how the payment was made, e.g., check, cash, credit card, PayPal, other, etc. This field is controlled by an authority file.