Donation Creation - RECURRING
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Left Hand Navigation » People Search » Search for Individual » Profile » Fundraising » Donations » New Donation
Step 1
Fill in these fields (bolded is required):
- Campaign – Populates a list of all active Campaigns in Compass
- Type – Select Recurring
- Entered On - Automatically date-stamp the donation with today’s date.
- Donation Date - Can be Received On date, Entered On date, or Date on Check. This date will default to the Entered On date but can be changed.
- Send Thank You – Yes/No
- Default Letters - Field will populate a list of active Thank You letters for the campaign selected.
- Legal Amount -
- Recurring Amount - Amount donor
- Count In Campaign Totals- "Yes or No". Answer according to how you want the donation amount added to the total amount raised for the campaign. Consider that if you choose not to count this donation or payment in the campaign total, it won't be counted in the donor's Cumulative Giving Totals. This donation/payment will be counted in the donor's calendar and Fiscal/Lifetime Giving Totals.
- Recognition Credit Amount - The amount you want to recognize the donor has given. This will always match the Legal amount for the Paid amount of the Recurring Donation.
- Tax Deductible – Refers to "Legal Amount"
- Source - Where the money came from
- Appeal – Was this donation received as a result of a specific appeal? If selected, a drop-down of active appeals added to this specific Campaign will populate in the picklist.
- Solicitor – Was this donation received as a result of a direct ask by another person? If selected, a drop-down box of solicitors assigned to this campaign will populate.
- Fund Account – Select the Fund Account(s) where the money will be attributed. There is a limit of five fund accounts that can be added here, and the distribution percentage must total 100%.
- Donation Notes – Users may want to add notes about this donation to this column.
Step 2
Here, tie a payment schedule to the recurring donation.
Fill out these fields (bolded is required):
- Terms – Conditions of payment
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Annually – Once a year
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Bi-Monthly – Every other month
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Monthly – Once a month
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Quarterly – Four times a year
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Semi-Annually – Twice a year
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Trimesterly – Three times a year
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Duration – Amount of time pledge will exist until it is satisfied or paid in full.
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Number of Months – How many months, based on the pledge terms, it will take to pay off the pledge.
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Installments – How many payments, based on the pledge terms, will it take to pay off the pledge.
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Once submitted, Compass will automatically calculate the installments based on the payment schedule.
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Start Month – Will default to current month but can be modified based on the terms of the pledge.
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Start Year - Will default to current year but can be modified based on the terms of the pledge.
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Send Statement - Will default to No.
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Recurring – Will default to Yes.
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Recurring Processor - OmegaFi/Client (Decides who physically processes the money if payment processing is tuned on)
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Recurring Status - Status of the donation
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Active - Good standing
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Suspended - If the credit card is unusable until new card info is obtained
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Expired - Expired card on file
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Paid In Full
- Concluded - Choose this status if the donor would like to stop their recurring donation
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- Recurring Day of Month - Day the donor wants to be charged
- Recurring Payment Amount - How much will be charged
- Recurring Payment Method/Credit Card type - Will expand to enter credit card information
Step 3
You will tie a dedication to the donation during this step. If you don’t have a dedication to add, you can skip this step by clicking “Next”.
- Recognize As – If you don’t put anything here, the donor’s full name will automatically be the way the donation is recognized. This field is used if someone wants to be recognized in a different way (spouses giving a combined gift, nickname, etc.).
- Dedication – "Yes/No"
- In Honor Of – Honor someone who is living
- In Memory Of – Honor someone who has passed away
- Search – If the person has a record in Compass, you can search here. Clicking on the person you want will populate their contact information in the fields. You can also manually enter an individual if they are not in Compass.
- Acknowledgment – This will show in the Dedication Report for you to send an acknowledgment if you choose. Campaign > Reports
- Search – If the person has a record in Compass, you can search here. Clicking on the person you want will populate their contact information in the fields.
Matching Gift Information
- Matching Gift Eligible – "Yes/No"
- Match Donation – Include the company that will be matching the donation. How do you get names to populate in this picklist?
- Marking a gift, "Matching Gift Eligible" to "Yes", will populate gifts in this picklist. All “unmatched” matching gifts will be listed. You can only match gifts in the same campaign.
Once all steps are complete, hit "Create Donation".